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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REGS COLUMBIA ETF TR I 28,118.0 $317K 0.04% -26K -47.9% $11.28 +2.2%
82 WMT WALMART INC Consumer Defensive 2,683.0 $304K 0.04% -271.0 -9.2% $113.25 -8.4%
83 HNI HNI CORP Industrials 7,315.0 $296K 0.04% -600.0 -7.6% $40.41 +21.8%
84 VIG VANGUARD SPECIALIZED FUNDS 1,211.0 $287K 0.04% -125.0 -9.4% $236.62 +3.1%
85 PPA INVESCO EXCHANGE TRADED FD T 1,597.0 $282K 0.04% -78K -98.0% $176.65 -1.7%
86 NOW SERVICENOW INC Technology 2,820.0 $280K 0.04% -297.0 -9.5% $99.28 +29.4%
87 MELI MERCADOLIBRE INC Consumer Cyclical 164.0 $279K 0.04% -2.0 -1.2% $1702.13 +13.0%
88 SCHV SCHWAB STRATEGIC TR 7,959.0 $277K 0.04% -940.0 -10.6% $34.81 +0.4%
89 IEMG ISHARES INC 3,155.0 $261K 0.04% -250.0 -7.3% $82.83 -1.5%
90 SOFI SOFI TECHNOLOGIES INC Financial Services 14,342.0 $257K 0.03% -110.0 -0.8% $17.93 +5.5%
91 CGGR CAPITAL GROUP GROWTH ETF 5,443.0 $257K 0.03% -592.0 -9.8% $47.20 -0.4%
92 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 267.0 $250K 0.03% -25.0 -8.6% $935.62 +1.3%
93 T AT&T INC Communication Services 11,514.0 $238K 0.03% -483.0 -4.0% $20.70 +22.2%
94 RPD RAPID7 INC Technology 29,341.0 $238K 0.03% -3K -9.4% $8.10 +46.3%
95 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 5,623.0 $233K 0.03% -381.0 -6.3% $41.51 -27.7%
96 BBHY J P MORGAN EXCHANGE TRADED F 5,057.0 $233K 0.03% -43.0 -0.8% $46.10 -0.6%
97 MA MASTERCARD INCORPORATED Financial Services 437.0 $225K 0.03% -11.0 -2.5% $513.84 +13.0%
98 CVX CHEVRON CORPORATION Energy 1,342.0 $222K 0.03% -56.0 -4.0% $165.78 +23.8%
99 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 12,737.0 $221K 0.03% -145.0 -1.1% $17.35 -2.2%
100 RTX RTX CORPORATION Industrials 1,164.0 $221K 0.03% -8.0 -0.7% $189.74 +10.6%
Page 5 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%