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Portfolio (Quarterly) Guide ↗

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

· CIK 0001018561
13F Portfolio $730M AUM 215 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 45 Added 98 Reduced 24 Exited
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 4,977.0 $1.8M 0.25% -5K -47.5% $370.20 +13.2%
22 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 218,167.0 $1.8M 0.25% -3K -1.3% $8.25 +10.9%
23 IVV ISHARES TR 2,478.0 $1.6M 0.22% -226.0 -8.4% $653.32 +14.2%
24 AMZN AMAZON COM INC Consumer Cyclical 7,745.0 $1.6M 0.22% -7K -48.1% $208.27 +28.9%
25 BILS SPDR SERIES TRUST 15,942.0 $1.6M 0.22% -8K -33.6% $99.44 -0.1%
26 VBK VANGUARD INDEX FDS 5,084.0 $1.5M 0.21% -141.0 -2.7% $302.27 +13.7%
27 FVD FIRST TR EXCHANGE-TRADED FD 28,634.0 $1.3M 0.18% -27K -48.5% $47.03 +1.4%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,061.0 $1.3M 0.18% -1K -33.1% $650.36 +14.2%
29 DXCM DEXCOM INC Healthcare 20,126.0 $1.3M 0.17% -239.0 -1.2% $62.80 +14.5%
30 GLOBUS MED INC 13,619.0 $1.2M 0.16% -199.0 -1.4% $86.16
31 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 35,131.0 $1.2M 0.16% -536.0 -1.5% $33.07 +4.1%
32 AMT AMERICAN TOWER CORP Real Estate 6,425.0 $1.1M 0.15% -37.0 -0.6% $172.57 +6.5%
33 HEFA ISHARES TR 24,968.0 $1.1M 0.14% -404.0 -1.6% $42.49 +6.8%
34 SRVR PACER FDS TR 32,162.0 $1.0M 0.14% -2K -6.4% $31.22 +10.1%
35 CRM SALESFORCE INC Technology 4,995.0 $932K 0.13% -102.0 -2.0% $186.65 -5.5%
36 PENN PENN ENTERTAINMENT INC Consumer Cyclical 61,781.0 $929K 0.13% -13K -17.7% $15.03 +11.1%
37 PANW PALO ALTO NETWORKS INC Technology 5,782.0 $927K 0.13% -32.0 -0.6% $160.33 +57.8%
38 BOOT BOOT BARN HLDGS INC Consumer Cyclical 6,273.0 $918K 0.13% -107.0 -1.7% $146.36 +5.6%
39 DOCT FIRST TR EXCHNG TRADED FD VI 19,555.0 $849K 0.12% -2K -10.6% $43.43 +6.5%
40 DGRO ISHARES TR 11,936.0 $838K 0.12% -902.0 -7.0% $70.18 +5.7%
Page 2 of 5  ·  98 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 35.4%
Energy 26.9%
Technology 12.8%
Basic Materials 8.1%
Consumer Cyclical 6.3%
Communication Services 2.5%
Healthcare 2.5%
Industrials 2.4%
Utilities 1.6%
Real Estate 0.9%