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Portfolio (Quarterly) Guide ↗

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

· CIK 0001018561
13F Portfolio $753M AUM 223 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 62 Added 104 Reduced 10 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VLO VALERO ENERGY CORP Energy 830.0 $216K 0.03% +15.0 +1.8% $260.44 +31.1%
62 VENTURE GLOBAL INC 16,825.0 $187K 0.03% +1K +6.5% $11.13
Page 4 of 4  ·  62 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 30.5%
Technology 27.4%
Healthcare 10.9%
Basic Materials 9.2%
Industrials 8.6%
Consumer Cyclical 8.3%
Communication Services 2.1%
Utilities 1.5%
Real Estate 0.7%
Consumer Defensive 0.5%