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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 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 7,193.0 $1.7M 0.23% -552.0 -7.1% $238.34 +8.5%
22 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 205,753.0 $1.7M 0.22% -12K -5.7% $8.06 -1.2%
23 GEV GE VERNOVA INC Utilities 1,358.0 $1.6M 0.21% -110.0 -7.5% $1174.75 -18.5%
24 SLYV SPDR SERIES TRUST 13,104.0 $1.4M 0.19% -426.0 -3.1% $109.11 +1.2%
25 SHOP SHOPIFY INC Technology 11,823.0 $1.3M 0.18% -9K -42.4% $114.18 +30.7%
26 AMD ADVANCED MICRO DEVICES INC Technology 2,201.0 $1.3M 0.17% -378.0 -14.7% $580.91 -18.5%
27 XHLF BONDBLOXX ETF TRUST 25,329.0 $1.3M 0.17% -11K -30.1% $50.30 -0.0%
28 DXCM DEXCOM INC Healthcare 18,798.0 $1.3M 0.17% -1K -6.6% $67.35 +37.1%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,675.0 $1.3M 0.17% -386.0 -18.7% $746.88 +2.5%
30 MRK MERCK & CO INC Healthcare 9,615.0 $1.2M 0.16% -78.0 -0.8% $128.50 +18.7%
31 PENN PENN ENTERTAINMENT INC Consumer Cyclical 57,772.0 $1.2M 0.16% -4K -6.5% $21.36 -12.7%
32 VV VANGUARD INDEX FDS 3,447.0 $1.2M 0.16% -69.0 -2.0% $343.95 +2.5%
33 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 32,125.0 $1.2M 0.15% -3K -8.6% $36.20 -25.1%
34 VBR VANGUARD INDEX FDS 4,616.0 $1.1M 0.15% -210.0 -4.3% $242.97 +2.6%
35 SRVR PACER FDS TR 31,885.0 $1.0M 0.13% -277.0 -0.9% $31.77 -0.3%
36 CRNC CERENCE INC Technology 88,851.0 $1.0M 0.13% -21K -18.9% $11.32 -28.8%
37 AMT AMERICAN TOWER CORP Real Estate 6,064.0 $992K 0.13% -361.0 -5.6% $163.58 +7.5%
38 C CITIGROUP INC Financial Services 7,019.0 $982K 0.13% -133.0 -1.9% $139.95 -5.9%
39 HEFA ISHARES TR 20,884.0 $980K 0.13% -4K -16.4% $46.92 +0.7%
40 GLOBUS MED INC 12,335.0 $975K 0.13% -1K -9.4% $79.01
Page 2 of 6  ·  104 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 30.6%
Technology 27.4%
Healthcare 10.9%
Basic Materials 9.2%
Industrials 8.7%
Consumer Cyclical 8.3%
Communication Services 1.9%
Utilities 1.5%
Real Estate 0.7%
Consumer Defensive 0.5%