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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY ELI LILLY & CO Healthcare 23,012.0 $27.6M 3.66% NEW $1199.43 +5.0%
2 DELL DELL TECHNOLOGIES INC Technology 29,750.0 $12.8M 1.70% NEW $431.46 +0.6%
3 GLW CORNING INC Technology 49,573.0 $12.7M 1.68% NEW $255.43 -40.5%
4 CC CHEMOURS CO Basic Materials 578,778.0 $11.9M 1.58% NEW $20.52 -22.3%
5 MRVL MARVELL TECHNOLOGY INC Technology 31,351.0 $9.3M 1.24% NEW $297.89 -17.9%
6 MOD MODINE MFG CO Consumer Cyclical 32,280.0 $8.6M 1.14% NEW $267.02 -29.4%
7 BAI BLACKROCK ETF TRUST 25,029.0 $1.3M 0.17% NEW $52.72 -16.0%
8 CARNIVAL CORP LTD 14,861.0 $425K 0.06% NEW $28.57
9 IONQ IONQ INC Technology 6,338.0 $338K 0.04% NEW $53.26 -22.1%
10 BNDX VANGUARD CHARLOTTE FDS 6,617.0 $320K 0.04% NEW $48.43 -1.6%
11 VXUS VANGUARD STAR FDS 3,390.0 $290K 0.04% NEW $85.48 +1.7%
12 QLYS QUALYS INC Technology 1,869.0 $257K 0.03% NEW $137.46 +33.2%
13 IJT ISHARES TR 1,237.0 $221K 0.03% NEW $178.60 -3.2%
14 IEFA ISHARES TR 2,222.0 $215K 0.03% NEW $96.59 +3.6%
15 DLTR DOLLAR TREE INC Consumer Defensive 1,710.0 $207K 0.03% NEW $120.93 +7.1%
16 VGT VANGUARD WORLD FD 1,720.0 $206K 0.03% NEW $119.52 -0.9%
17 CSCO CISCO SYS INC Technology 1,720.0 $202K 0.03% NEW $117.46 -6.3%
18 FSEP FIRST TR EXCHNG TRADED FD VI 3,638.0 $200K 0.03% NEW $55.08 +2.3%

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%