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Portfolio (Quarterly) Guide ↗

Verde Capital Management

· CIK 0001802891
13F Portfolio $469M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TJX TJX COS INC NEW Consumer Cyclical 10,022.0 $1.5M 0.33% NEW $153.61 +4.0%
42 CTAS CINTAS CORP Industrials 8,149.0 $1.5M 0.33% NEW $188.07 -9.5%
43 V VISA INC Financial Services 4,332.0 $1.5M 0.32% NEW $350.71 -6.0%
44 VNQI VANGUARD INTL EQUITY INDEX F 32,520.0 $1.5M 0.32% NEW $45.84 +0.2%
45 VNQ VANGUARD INDEX FDS 16,222.0 $1.4M 0.31% NEW $88.49 +8.5%
46 HYEM VANECK ETF TRUST 63,303.0 $1.3M 0.27% NEW $19.89 +0.6%
47 GILD GILEAD SCIENCES INC Healthcare 10,136.0 $1.2M 0.27% NEW $122.74 +6.1%
48 INTU INTUIT Technology 1,838.0 $1.2M 0.26% NEW $662.44 -42.0%
49 BNDX VANGUARD CHARLOTTE FDS 16,957.0 $819K 0.17% NEW $48.32 -0.9%
50 GOOGL ALPHABET INC Communication Services 2,567.0 $803K 0.17% NEW $312.98 +23.0%
51 SPY SPDR S&P 500 ETF TR Financial Services 963.0 $657K 0.14% NEW $682.17 +8.4%
52 HOOD ROBINHOOD MKTS INC Financial Services 4,859.0 $550K 0.12% NEW $113.10 -33.0%
53 MCD MCDONALDS CORP Consumer Cyclical 1,704.0 $521K 0.11% NEW $305.55 -8.4%
54 VOO VANGUARD INDEX FDS 806.0 $506K 0.11% NEW $627.17 +8.4%
55 VUG VANGUARD INDEX FDS 991.0 $483K 0.10% NEW $487.86 -82.2%
56 IVV ISHARES TR 591.0 $405K 0.09% NEW $685.32 +8.4%
57 SYK STRYKER CORPORATION Healthcare 1,142.0 $401K 0.09% NEW $351.53 -9.2%
58 AMAT APPLIED MATLS INC Technology 1,472.0 $378K 0.08% NEW $256.95 +65.0%
59 META META PLATFORMS INC Communication Services 501.0 $331K 0.07% NEW $660.27 -8.4%
60 ORCL ORACLE CORP Technology 1,661.0 $324K 0.07% NEW $194.91 -5.5%
Page 3 of 4  ·  67 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
Financial Services 28.7%
Technology 24.1%
Consumer Cyclical 21.1%
Communication Services 13.4%
Real Estate 7.6%
Consumer Defensive 2.2%
Healthcare 1.7%
Industrials 1.2%