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Portfolio (Quarterly) Guide ↗

Verde Capital Management

· CIK 0001802891
13F Portfolio $468M AUM 69 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 33 Added 24 Reduced 5 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 1,145.0 $280K 0.06% -111.0 -8.8% $244.55 -6.4%
22 META META PLATFORMS INC Communication Services 458.0 $262K 0.06% -43.0 -8.6% $572.55 +6.8%
23 ORCL ORACLE CORP Technology 1,500.0 $221K 0.05% -161.0 -9.7% $147.11 +26.9%
24 APH AMPHENOL CORP NEW Technology 1,629.0 $206K 0.04% -25.0 -1.5% $126.39 -5.7%
Page 2 of 2  ·  24 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 29.5%
Technology 22.7%
Consumer Cyclical 19.4%
Communication Services 14.6%
Real Estate 8.0%
Consumer Defensive 2.8%
Healthcare 1.8%
Industrials 1.0%
Energy 0.2%