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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UBER UBER TECHNOLOGIES INC Technology 3,221.0 $232K 0.03% +55.0 +1.7% $72.16 +9.2%
202 HD HOME DEPOT INC Consumer Cyclical 637.0 $225K 0.03% $352.68 -4.8%
203 MA MASTERCARD INCORPORATED Financial Services 437.0 $225K 0.03% -11.0 -2.5% $513.84 +13.0%
204 CVX CHEVRON CORPORATION Energy 1,342.0 $222K 0.03% -56.0 -4.0% $165.78 +23.8%
205 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 12,737.0 $221K 0.03% -145.0 -1.1% $17.35 -2.2%
206 IJT ISHARES TR 1,237.0 $221K 0.03% NEW $178.60 -2.6%
207 RTX RTX CORPORATION Industrials 1,164.0 $221K 0.03% -8.0 -0.7% $189.74 +10.6%
208 VLO VALERO ENERGY CORP Energy 830.0 $216K 0.03% +15.0 +1.8% $260.44 +34.0%
209 IEFA ISHARES TR 2,222.0 $215K 0.03% NEW $96.59 +4.4%
210 OXY OCCIDENTAL PETE CORP Energy 4,411.0 $214K 0.03% $48.57 +26.2%
211 CMPS COMPASS PATHWAYS PLC Healthcare 15,000.0 $212K 0.03% $14.15 -5.8%
212 PG PROCTER & GAMBLE CO Consumer Defensive 1,431.0 $210K 0.03% -818.0 -36.4% $146.67 -1.4%
213 DLTR DOLLAR TREE INC Consumer Defensive 1,710.0 $207K 0.03% NEW $120.93 +8.7%
214 VGT VANGUARD WORLD FD 1,720.0 $206K 0.03% NEW $119.52 -0.9%
215 FIRST TR EXCHNG TRADED FD VI 8,455.0 $202K 0.03% -5K -35.8% $23.92
216 CSCO CISCO SYS INC Technology 1,720.0 $202K 0.03% NEW $117.46 -5.5%
217 AGGY WISDOMTREE TR 4,634.0 $201K 0.03% $43.48 -1.8%
218 FSEP FIRST TR EXCHNG TRADED FD VI 3,638.0 $200K 0.03% NEW $55.08 +2.4%
219 VENTURE GLOBAL INC 16,825.0 $187K 0.03% +1K +6.5% $11.13
220 DHT DHT HOLDINGS INC Energy 10,526.0 $174K 0.02% -708K -98.5% $16.53 +19.9%
Page 11 of 12  ·  223 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%