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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 8 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QUAL ISHARES TR 12,226.0 $2.7M 0.14% -2K -14.0% $219.43 +2.1%
142 DHI D R HORTON INC Consumer Cyclical 16,427.0 $2.7M 0.14% +5K +43.8% $162.88 -7.4%
143 EOG EOG RES INC Energy 20,439.0 $2.7M 0.14% +593.0 +3.0% $129.73 +13.2%
144 IEFA ISHARES TR 27,232.0 $2.6M 0.14% -3K -8.7% $96.58 +5.0%
145 IWD ISHARES TR 10,625.0 $2.6M 0.14% -5K -33.0% $242.44 +6.5%
146 C CITIGROUP INC Financial Services 18,396.0 $2.6M 0.14% +6K +44.5% $139.96 -4.8%
147 CNQ CANADIAN NAT RES LTD MED TER Energy 64,118.0 $2.5M 0.13% $39.50 +25.5%
148 SYF SYNCHRONY FINANCIAL Financial Services 33,227.0 $2.5M 0.13% -1K -3.8% $76.05 +6.2%
149 MDT MEDTRONIC PLC Healthcare 32,300.0 $2.5M 0.13% -7K -17.0% $78.23 +16.5%
150 MS MORGAN STANLEY Financial Services 12,036.0 $2.5M 0.13% -68.0 -0.6% $209.04 +3.7%
151 SO SOUTHERN CO Utilities 25,643.0 $2.5M 0.13% -691.0 -2.6% $95.71 -6.0%
152 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 21,888.0 $2.4M 0.12% +13K +136.8% $107.78 +3.5%
153 ENB ENBRIDGE INC Energy 43,373.0 $2.4M 0.12% -632.0 -1.4% $54.21 -8.2%
154 HCA HCA HEALTHCARE INC Healthcare 5,928.0 $2.3M 0.12% -789.0 -11.8% $389.89 +10.0%
155 RF REGIONS FINANCIAL CORP NEW Financial Services 76,405.0 $2.3M 0.12% +47K +162.1% $30.20 +1.4%
156 IEMG ISHARES INC 27,803.0 $2.3M 0.12% +2K +9.3% $82.84 -1.1%
157 MET METLIFE INC Financial Services 26,767.0 $2.3M 0.12% -7K -20.3% $84.61 +13.3%
158 VEA VANGUARD TAX-MANAGED FDS 31,595.0 $2.3M 0.12% +4K +15.7% $71.25 +3.6%
159 SAN BANCO SANTANDER SA Financial Services 160,400.0 $2.2M 0.12% -10K -6.0% $13.80 +6.1%
160 SPLV INVESCO EXCH TRADED FD TR II 28,958.0 $2.2M 0.11% -859.0 -2.9% $74.90 +1.0%
Page 8 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%