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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.9B AUM 660 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 146 New 214 Added 254 Reduced 144 Exited
Page 32 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GDX VANECK ETF TRUST 2,858.0 $216K 0.01% -2K -44.6% $75.46 +39.0%
622 MLPX GLOBAL X FDS 2,918.0 $215K 0.01% NEW $73.66 +0.7%
623 CINF CINCINNATI FINL CORP Financial Services 1,161.0 $215K 0.01% -396.0 -25.4% $185.12 -7.4%
624 SWK STANLEY BLACK & DECKER INC Industrials 2,266.0 $213K 0.01% NEW $94.14 +3.9%
625 L LOEWS CORP Financial Services 1,879.0 $213K 0.01% NEW $113.21 -2.1%
626 CLS CELESTICA INC Technology 582.0 $212K 0.01% NEW $364.61 -17.2%
627 UBS UBS GROUP AG Financial Services 4,271.0 $212K 0.01% NEW $49.56 +8.8%
628 RIOT RIOT PLATFORMS INC Financial Services 7,720.0 $211K 0.01% NEW $27.38 -21.7%
629 SNPS SYNOPSYS INC Technology 468.0 $209K 0.01% -1K -69.2% $446.07 -9.5%
630 ESAB ESAB CORPORATION Industrials 2,081.0 $205K 0.01% NEW $98.65 -18.8%
631 VWO VANGUARD INTL EQUITY INDEX F 3,426.0 $204K 0.01% NEW $59.68 +1.4%
632 ALGM ALLEGRO MICROSYSTEMS INC Technology 2,929.0 $204K 0.01% NEW $69.62 -47.0%
633 SPOT SPOTIFY TECHNOLOGY S A Communication Services 440.0 $202K 0.01% +48.0 +12.2% $459.32 +20.4%
634 HSBC HSBC HLDGS PLC Financial Services 2,114.0 $201K 0.01% NEW $95.07 +9.3%
635 FIX CALL COMFORT SYS USA INC Industrials 100.0 $198K 0.01% NEW $1981.95 -20.0%
636 BZ KANZHUN LIMITED Industrials 15,123.0 $195K 0.01% NEW $12.87 +25.1%
637 NOK NOKIA CORP Technology 14,440.0 $192K 0.01% +2K +17.3% $13.28 -22.4%
638 SMR NUSCALE PWR CORP Utilities 15,535.0 $156K 0.01% +5K +44.7% $10.03 -4.3%
639 WISE GROUP PLC 13,003.0 $155K 0.01% NEW $11.91
640 BGC BGC GROUP INC Financial Services 13,128.0 $140K 0.01% +150.0 +1.2% $10.69 +11.0%
Page 32 of 33  ·  658 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Financial Services 21.4%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 7.0%
Consumer Defensive 6.2%
Communication Services 5.6%
Energy 5.1%
Real Estate 2.5%
Utilities 2.0%