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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM 656 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 232 Added 282 Reduced 76 Exited
Page 5 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASML ASML HOLDING N V Technology 4,475.0 $4.8M 0.28% -559.0 -11.1% $1069.85 +52.6%
82 VTI VANGUARD INDEX FDS 14,195.0 $4.8M 0.28% +8K +141.4% $335.28 +9.4%
83 USFD US FOODS HLDG CORP Consumer Defensive 62,197.0 $4.7M 0.28% +1K +2.4% $75.32 +6.8%
84 PR PERMIAN RESOURCES CORP Energy 332,871.0 $4.7M 0.28% -4K -1.3% $14.03 +45.7%
85 RSP INVESCO EXCHANGE TRADED FD T 24,247.0 $4.6M 0.28% -11K -30.2% $191.56 +7.8%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 112,233.0 $4.6M 0.27% -9K -7.5% $40.73 +18.7%
87 DFUV DIMENSIONAL ETF TRUST 98,091.0 $4.6M 0.27% -17K -14.8% $46.59 +14.0%
88 WMT WALMART INC Consumer Defensive 40,892.0 $4.6M 0.27% -6K -12.7% $111.41 +8.0%
89 HYG ISHARES TR 56,012.0 $4.5M 0.27% +581.0 +1.1% $80.63 -0.9%
90 DFAT DIMENSIONAL ETF TRUST 75,635.0 $4.5M 0.27% $59.54 +12.4%
91 PFE PFIZER INC Healthcare 179,554.0 $4.5M 0.27% -7K -3.8% $24.90 +4.0%
92 CSCO CISCO SYS INC Technology 57,119.0 $4.4M 0.26% -9K -13.1% $77.03 +56.3%
93 SF STIFEL FINL CORP Financial Services 34,610.0 $4.3M 0.26% +856.0 +2.5% $125.22 -42.0%
94 AZO AUTOZONE INC Consumer Cyclical 1,264.0 $4.3M 0.25% -76.0 -5.7% $3392.46 +0.4%
95 MO ALTRIA GROUP INC Consumer Defensive 74,311.0 $4.3M 0.25% -1K -1.9% $57.66 +28.2%
96 QQQ INVESCO QQQ TR Financial Services 6,829.0 $4.2M 0.25% +727.0 +11.9% $614.34 +16.8%
97 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 11,881.0 $4.2M 0.25% -9K -42.7% $350.54 +12.6%
98 DGRO ISHARES TR 59,883.0 $4.2M 0.25% +2K +3.5% $69.42 +7.8%
99 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 66,667.0 $4.2M 0.25% -1K -1.5% $62.31 +0.7%
100 GM GENERAL MTRS CO Consumer Cyclical 50,859.0 $4.1M 0.24% +3K +6.2% $81.32 -3.1%
Page 5 of 33  ·  656 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 27.2%
Financial Services 23.8%
Industrials 9.0%
Healthcare 8.8%
Communication Services 7.3%
Consumer Cyclical 7.1%
Consumer Defensive 5.8%
Energy 5.0%
Real Estate 2.4%
Utilities 2.1%