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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAGG ISHARES TR 10,526.0 $533K 0.07% -339.0 -3.1% $50.60 -1.6%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 1,877.0 $528K 0.07% -388.0 -17.1% $281.23 -16.2%
63 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,070.0 $511K 0.07% -349.0 -24.6% $477.61 -12.3%
64 RGLD ROYAL GOLD INC Basic Materials 2,433.0 $486K 0.06% -230.0 -8.6% $199.61 +29.8%
65 DOCU DOCUSIGN INC Technology 10,875.0 $483K 0.06% -1K -9.6% $44.42 +39.6%
66 AMAT APPLIED MATLS INC Technology 658.0 $476K 0.06% -112.0 -14.6% $723.29 -31.9%
67 IJH ISHARES TR 6,171.0 $476K 0.06% -116.0 -1.9% $77.11 -0.4%
68 NEM NEWMONT CORP Basic Materials 4,768.0 $445K 0.06% -525.0 -9.9% $93.40 +40.9%
69 PHIN PHINIA INC Consumer Cyclical 5,373.0 $443K 0.06% -385.0 -6.7% $82.37 -11.7%
70 SCHF SCHWAB STRATEGIC TR 15,471.0 $429K 0.06% -11K -40.9% $27.70 +2.7%
71 XNTK SPDR SERIES TRUST 1,070.0 $418K 0.06% -234.0 -17.9% $390.62 -8.5%
72 IJR ISHARES TR 2,757.0 $409K 0.05% -56.0 -2.0% $148.31 -0.7%
73 VRIG INVESCO ACTIVELY MANAGED EXC 15,770.0 $395K 0.05% -208.0 -1.3% $25.07 +0.2%
74 JPM JPMORGAN CHASE & CO Financial Services 1,178.0 $386K 0.05% -117.0 -9.0% $327.33 +7.4%
75 DFUV DIMENSIONAL ETF TRUST 6,978.0 $384K 0.05% -391.0 -5.3% $55.01 +4.4%
76 MCD MCDONALDS CORP Consumer Cyclical 1,419.0 $384K 0.05% -56.0 -3.8% $270.39 +0.2%
77 BILZ PIMCO ETF TR 3,769.0 $380K 0.05% -2K -36.5% $100.94 -0.1%
78 PECO PHILLIPS EDISON & CO INC Real Estate 8,827.0 $367K 0.05% -442.0 -4.8% $41.62 -5.6%
79 DUK DUKE ENERGY CORP NEW Utilities 2,885.0 $365K 0.05% -103.0 -3.5% $126.57 -5.3%
80 EEM ISHARES TR 5,137.0 $351K 0.05% -309.0 -5.7% $68.41 -1.9%
Page 4 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%