Verdence Capital Advisors LLC
Annual return '25
+23.3%
SPY '25
+17.7%
Alpha
+5.6ptsvs SPY
Invested
$1.7B
Holdings
638
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q1 2026: New position (47.7k shares)
3.1%
02
$AAPL
APPLE INC
Q1 2026: New position (233.3k shares)
3.0%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (60.3k shares)
2.3%
04
$FLOT
ISHARES TR
Q1 2026: New position (8.0k shares)
2.3%
05
$JAAA
JANUS DETROIT STR TR
Q1 2026: New position (112.7k shares)
2.3%
06
$MGNR
AMERICAN BEACON SELECT FUNDS
Held since at least Q1 2024
2.2%
07
$AGG
ISHARES TR
Q1 2026: New position (54.9k shares)
2.1%
08
$MSFT
MICROSOFT CORP
Q1 2026: New position (84.0k shares)
2.0%
09
$BABA
ALIBABA GROUP HLDG LTD
Q1 2026: New position (4.4k shares)
1.9%
10
$VONV
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:33 UTC.