Long-term investor

Verdence Capital Advisors LLC @verdencecapitaladvisorsl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001719305).

Record

  • Tracked since 2025-06-30 (450 days), 102 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +13.0% · 1 year n/a · all +24.2%
  • Max drawdown n/a · win rate 50% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78468R663 · 3.5% · long · since 2025-06-30
  • AAPL · 3.0% · long · since 2025-06-30
  • 47103U845 · 2.6% · long · since 2025-09-30
  • 78462F103 · 2.1% · long · since 2025-06-30
  • 464287226 · 2.0% · long · since 2025-06-30
  • MU · 1.9% · long · since 2025-06-30
  • 02368W408 · 1.9% · long · since 2026-03-31
  • 46429B655 · 1.8% · long · since 2025-06-30
  • MSFT · 1.7% · long · since 2025-06-30
  • JPM · 1.5% · long · since 2025-06-30
  • 45409B107 · 1.5% · long · since 2025-06-30
  • 92206C714 · 1.5% · long · since 2025-06-30

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