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Holdings (Monthly) Guide ↗

AB Sustainable Thematic Balanced Portfolio

· Ab Portfolios
Monthly Holdings $82M AUM 28 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 17 New 6 Added 28 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Apple Inc 037833100 Nov 2022 11,083 -276 $3.5M +15.3% 4.24% EC
2 Microsoft Corp 594918104 Feb 2023 5,263 -131 $2.4M +11.9% 2.91% EC
3 United States Treasury 912810TW8 Nov 2025 2,080,000 -702,600 $2.0M -28.9% 2.50% DBT
4 Rockwell Automation Inc 773903109 Feb 2023 4,437 -110 $2.0M +8.0% 2.46% EC
5 Alliance Bernstein 018616748 Feb 2023 1,908,410 -1,501,436 $1.9M -44.0% 2.34% STIV
6 Broadcom Inc 11135F101 Nov 2025 3,916 -98 $1.7M +36.4% 2.15% EC
7 United States Treasury 912828ZQ6 Feb 2023 1,975,000 -227,000 $1.7M -11.8% 2.12% DBT
8 Taiwan Semiconductor Manufacturing Co Ltd 874039100 Nov 2025 3,854 -100 $1.6M +8.9% 1.98% EC
9 NextEra Energy Inc 65339F101 Nov 2022 17,505 -435 $1.5M -9.5% 1.87% EC
10 Cummins Inc 231021106 Feb 2026 2,210 -55 $1.4M +8.1% 1.75% EC
11 Johnson & Johnson 478160104 Nov 2025 6,142 -2,338 $1.4M -34.3% 1.70% EC
12 Cadence Design Systems Inc 127387108 Nov 2025 3,465 -86 $1.3M +21.4% 1.59% EC
13 United States Treasury 91282CKC4 Feb 2026 1,274,700 -68,400 $1.3M -7.6% 1.57% DBT
14 Visa Inc 92826C839 Feb 2023 3,786 -945 $1.2M -18.4% 1.52% EC
15 Welltower Inc 95040Q104 Feb 2026 5,910 -140 $1.2M -3.2% 1.49% EC
16 Intercontinental Exchange Inc 45866F104 Feb 2023 8,154 -203 $1.2M -12.1% 1.48% EC
17 Emerson Electric Co 291011104 Nov 2025 7,645 -190 $1.1M -6.9% 1.35% EC
18 Crowdstrike Holdings Inc 22788C105 Nov 2025 1,447 -671 $1.1M +34.3% 1.30% EC
19 Merck & Co Inc 58933Y105 Feb 2026 8,525 -212 $1.0M -6.4% 1.24% EC
20 Fifth Third Bancorp 316773100 Feb 2026 19,414 -483 $969K -1.5% 1.19% EC
21 Cameco Corp 13321L108 Nov 2025 7,491 -186 $844K -7.1% 1.04% EC
22 United States Treasury 91282CGC9 Nov 2025 695,800 -231,700 $695K -25.7% 0.85% DBT
23 Veralto Corp 92338C103 Nov 2025 8,100 -201 $666K -17.6% 0.82% EC
24 United States Treasury 91282CGH8 Nov 2025 658,600 -177,700 $653K -22.0% 0.80% DBT
25 Aflac Inc 001055102 Feb 2023 5,354 -4,453 $602K -45.7% 0.74% EC
26 Monolithic Power Systems Inc 609839105 Feb 2023 318 -122 $498K -0.9% 0.61% EC
27 Waste Management Inc 94106L109 Feb 2023 2,043 -4,443 $432K -72.3% 0.53% EC
28 LPL Financial Holdings Inc 50212V100 Nov 2025 1,544 -633 $423K -35.4% 0.52% EC