Verdence Capital Advisors LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$1.7T

Holdings

655

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (655 positions)

#StockSharesValue% PortfolioType
101
NSCNORFOLK SOUTHN CORP
14,255$4.1B0.24%
102
LTHLIFE TIME GROUP HOLDINGS INC
152,418$4.1B0.24%
103
4I1PHILIP MORRIS INTL INC
25,140$4.0B0.24%
104
VYMVANGUARD WHITEHALL FDS
27,165$3.9B0.23%
105
MDTMEDTRONIC PLC
38,914$3.7B0.22%
106
EMEEMCOR GROUP INC
5,967$3.6B0.22%
107
RIORIO TINTO PLC
44,337$3.5B0.21%
108
GSGOLDMAN SACHS GROUP INC
3,931$3.5B0.20%
109
GDGENERAL DYNAMICS CORP
10,201$3.4B0.20%
110
AZNASTRAZENECA PLC
37,297$3.4B0.20%
111
UNHUNITEDHEALTH GROUP INC
10,171$3.4B0.20%
112
MCDMCDONALDS CORP
10,942$3.3B0.20%
113
IWDISHARES TR
15,856$3.3B0.20%
114
QCOMQUALCOMM INC
19,146$3.3B0.19%
115
KOCOCA COLA CO
45,526$3.2B0.19%
116
HONHONEYWELL INTL INC
16,114$3.1B0.19%
117
HCAHCA HEALTHCARE INC
6,717$3.1B0.19%
118
PLTRPALANTIR TECHNOLOGIES INC
17,574$3.1B0.18%
119
OMFONEMAIN HLDGS INC
46,181$3.1B0.18%
120
TPRTAPESTRY INC
24,418$3.1B0.18%
121
IJRISHARES TR
25,879$3.1B0.18%
122
SCHOSCHWAB STRATEGIC TR
127,508$3.1B0.18%
123
IJHISHARES TR
47,040$3.1B0.18%
124
NXSTNEXSTAR MEDIA GROUP INC
14,798$3.0B0.18%
125
PNCPNC FINL SVCS GROUP INC
14,105$2.9B0.17%
126
PAYXPAYCHEX INC
26,242$2.9B0.17%
127
UNPUNION PAC CORP
12,592$2.9B0.17%
128
NEENEXTERA ENERGY INC
36,160$2.9B0.17%
129
SYFSYNCHRONY FINANCIAL
34,553$2.9B0.17%
130
ANETARISTA NETWORKS INC
21,957$2.9B0.17%
131
ULUNILEVER PLC
43,888$2.9B0.17%
132
XLKSELECT SECTOR SPDR TR
19,621$2.8B0.17%
133
QUALISHARES TR
14,216$2.8B0.17%
134
USBUS BANCORP DEL
52,745$2.8B0.17%
135
AONAON PLC
7,945$2.8B0.17%
136
MCMOELIS & CO
39,279$2.7B0.16%
137
DUKDUKE ENERGY CORP NEW
22,957$2.7B0.16%
138
ABTABBOTT LABS
21,418$2.7B0.16%
139
AQLTISHARES TR
29,827$2.7B0.16%
140
AMDADVANCED MICRO DEVICES INC
12,461$2.7B0.16%
141
METMETLIFE INC
33,595$2.7B0.16%
142
AGOASSURED GUARANTY LTD
28,982$2.6B0.15%
143
CAHCARDINAL HEALTH INC
12,641$2.6B0.15%
144
SHOPSHOPIFY INC
15,874$2.6B0.15%
145
OWLBLUE OWL CAPITAL INC
166,802$2.5B0.15%
146
TTETOTALENERGIES SE
37,331$2.4B0.14%
147
GQ9SPDR GOLD TR
6,037$2.4B0.14%
148
EFGISHARES TR
20,618$2.3B0.14%
149
SYYSYSCO CORP
31,470$2.3B0.14%
150
JBLJABIL INC
10,119$2.3B0.14%
151
OREALTY INCOME CORP
40,912$2.3B0.14%
152
SOSOUTHERN CO
26,334$2.3B0.14%
153
BABOEING CO
10,568$2.3B0.14%
154
IEIISHARES TR
18,765$2.2B0.13%
155
CRCCANADIAN NAT RES LTD
64,305$2.2B0.13%
156
SGOVISHARES TR
21,634$2.2B0.13%
157
DWDMORGAN STANLEY
12,104$2.1B0.13%
158
SPLVINVESCO EXCH TRADED FD TR II
29,817$2.1B0.13%
159
NGGNATIONAL GRID PLC
27,516$2.1B0.13%
160
ENBENBRIDGE INC
44,005$2.1B0.12%
161
EOGEOG RES INC
19,846$2.1B0.12%
162
UPSUNITED PARCEL SERVICE INC
20,782$2.1B0.12%
163
GEVGE VERNOVA INC
3,154$2.1B0.12%
164
COPCONOCOPHILLIPS
21,958$2.1B0.12%
165
CMCSACOMCAST CORP NEW
68,573$2.0B0.12%
166
USHYISHARES TR
54,013$2.0B0.12%
167
COINCOINBASE GLOBAL INC
31,052$2.0B0.12%Call
168
SANBANCO SANTANDER SA
170,643$2.0B0.12%
169
WDWALKER & DUNLOP INC
32,806$2.0B0.12%
170
BMTABRITISH AMERN TOB PLC
34,627$2.0B0.12%
171
LRCXLAM RESEARCH CORP
11,412$2.0B0.12%
172
PLDPROLOGIS INC.
15,168$1.9B0.11%
173
AEPAMERICAN ELEC PWR CO INC
16,760$1.9B0.11%
174
BKBANK NEW YORK MELLON CORP
16,473$1.9B0.11%
175
MCXMCCORMICK & CO INC
27,903$1.9B0.11%
176
NTRSNORTHERN TR CORP
13,314$1.8B0.11%
177
DHRDANAHER CORPORATION
7,902$1.8B0.11%
178
DFUSDIMENSIONAL ETF TRUST
24,387$1.8B0.11%
179
MSCIMSCI INC
3,135$1.8B0.11%
180
NFLXNETFLIX INC
18,653$1.7B0.10%
181
ECLECOLAB INC
6,601$1.7B0.10%
182
IEMGISHARES INC
25,437$1.7B0.10%
183
VEAVANGUARD TAX-MANAGED FDS
27,304$1.7B0.10%
184
EBAEBAY INC.
19,573$1.7B0.10%
185
CSGPCOSTAR GROUP INC
24,770$1.7B0.10%
186
CMECME GROUP INC
6,083$1.7B0.10%
187
KHCKRAFT HEINZ CO
68,375$1.7B0.10%
188
DHID R HORTON INC
11,423$1.6B0.10%
189
GLWCORNING INC
18,645$1.6B0.10%
190
PYPLPAYPAL HLDGS INC
27,970$1.6B0.10%
191
SNYSANOFI SA
33,484$1.6B0.10%
192
EMREMERSON ELEC CO
11,982$1.6B0.09%
193
TWLOTWILIO INC
11,141$1.6B0.09%
194
IEURISHARES TR
22,175$1.6B0.09%
195
TXNTEXAS INSTRS INC
9,057$1.6B0.09%
196
EXPEEXPEDIA GROUP INC
5,540$1.6B0.09%
197
TJXTJX COS INC NEW
10,208$1.6B0.09%
198
VMBSVANGUARD SCOTTSDALE FDS
33,229$1.6B0.09%
199
XLESELECT SECTOR SPDR TR
34,629$1.5B0.09%
200
SPYMSPDR SERIES TRUST
19,220$1.5B0.09%
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