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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 6 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TFC TRUIST FINL CORP Financial Services 88,609.0 $4.4M 0.23% -19K -17.5% $49.82 +1.1%
102 QQQ INVESCO QQQ TR Financial Services 5,924.0 $4.4M 0.23% -905.0 -13.2% $736.38 -3.4%
103 SYK STRYKER CORPORATION Healthcare 13,851.0 $4.4M 0.23% +11K +452.5% $314.85 +5.0%
104 WMT WALMART INC Consumer Defensive 38,444.0 $4.4M 0.23% -2K -6.0% $113.26 -7.4%
105 RSP INVESCO EXCHANGE TRADED FD T 20,369.0 $4.3M 0.23% -4K -16.0% $212.77 +4.2%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 23,953.0 $4.3M 0.23% -1K -4.7% $180.91 +6.5%
107 PFE PFIZER INC Healthcare 168,925.0 $4.1M 0.21% -11K -5.9% $24.08 +17.9%
108 IJR ISHARES TR 27,360.0 $4.1M 0.21% +1K +5.7% $148.31 -1.3%
109 UPS UNITED PARCEL SVCS INC Industrials 37,362.0 $4.0M 0.21% +17K +79.8% $107.50 -2.9%
110 GEV GE VERNOVA INC Utilities 3,371.0 $4.0M 0.21% +217.0 +6.9% $1174.85 -19.8%
111 CAH CARDINAL HEALTH INC Healthcare 16,588.0 $3.9M 0.21% +4K +31.2% $237.57 -1.3%
112 UNP UNION PAC CORP Industrials 14,427.0 $3.9M 0.21% +2K +14.6% $272.00 +13.7%
113 IJH ISHARES TR 50,315.0 $3.9M 0.20% +3K +7.0% $77.11 -1.2%
114 RIO RIO TINTO PLC Basic Materials 40,781.0 $3.9M 0.20% -4K -8.0% $94.93 +11.4%
115 GS GOLDMAN SACHS GROUP INC Financial Services 3,678.0 $3.7M 0.20% -253.0 -6.4% $1011.29 +4.0%
116 ANET ARISTA NETWORKS INC Technology 21,821.0 $3.7M 0.20% -136.0 -0.6% $169.88 +11.7%
117 XLK SELECT SECTOR SPDR TR 18,945.0 $3.6M 0.19% -676.0 -3.5% $190.52 -4.6%
118 BA BOEING CO Industrials 16,659.0 $3.6M 0.19% +6K +57.6% $216.48 -2.5%
119 WFC WELLS FARGO & CO Financial Services 43,002.0 $3.6M 0.19% -23K -34.4% $82.64 +2.0%
120 LUV SOUTHWEST AIRLS CO Industrials 68,340.0 $3.5M 0.18% +32K +89.9% $51.42 -20.8%
Page 6 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%