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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC Healthcare 10,788.0 $1.5M 0.32% +652.0 +6.4% $139.38 -7.0%
42 VNQ VANGUARD INDEX FDS 16,749.0 $1.5M 0.32% +527.0 +3.2% $88.70 +7.4%
43 VNQI VANGUARD INTL EQUITY INDEX F 33,142.0 $1.5M 0.32% +622.0 +1.9% $44.45 +2.6%
44 V VISA INC Financial Services 4,529.0 $1.4M 0.29% +197.0 +4.5% $302.27 +10.0%
45 HEI HEICO CORP NEW Industrials 4,392.0 $1.2M 0.26% NEW $274.20 +7.1%
46 HYEM VANECK ETF TRUST 60,609.0 $1.2M 0.26% -3K -4.3% $19.73 +1.3%
47 INTU INTUIT Technology 2,152.0 $931K 0.20% +314.0 +17.1% $432.56 -6.8%
48 BNDX VANGUARD CHARLOTTE FDS 17,702.0 $851K 0.18% +745.0 +4.4% $48.05 -1.0%
49 GOOGL ALPHABET INC Communication Services 2,317.0 $666K 0.14% -250.0 -9.7% $287.59 +38.0%
50 SPY SPDR S&P 500 ETF TR Financial Services 919.0 $598K 0.13% -44.0 -4.6% $650.76 +12.7%
51 VUG VANGUARD INDEX FDS 1,352.0 $591K 0.13% +361.0 +36.4% $436.79 -80.2%
52 IVV ISHARES TR 846.0 $553K 0.12% +255.0 +43.1% $653.83 +12.7%
53 MCD MCDONALDS CORP Consumer Cyclical 1,743.0 $542K 0.12% +39.0 +2.3% $310.88 -9.1%
54 AMAT APPLIED MATLS INC Technology 1,350.0 $462K 0.10% -122.0 -8.3% $341.96 +19.0%
55 VOO VANGUARD INDEX FDS 693.0 $414K 0.09% -113.0 -14.0% $597.77 +12.8%
56 SYK STRYKER CORPORATION Healthcare 1,114.0 $366K 0.08% -28.0 -2.5% $328.83 -4.7%
57 VTV VANGUARD INDEX FDS 1,623.0 $318K 0.07% NEW $196.20 +5.5%
58 BSV VANGUARD BD INDEX FDS 3,738.0 $293K 0.06% $78.42 -0.9%
59 GAMESTOP CORP NEW 12,363.0 $285K 0.06% $23.04
60 JNJ JOHNSON & JOHNSON Healthcare 1,145.0 $280K 0.06% -111.0 -8.8% $244.55 -6.4%
Page 3 of 4  ·  69 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%