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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 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 67,163.0 $9.4M 1.25% +62K +1155.6% $139.63 -34.6%
22 MU MICRON TECHNOLOGY INC Technology 8,098.0 $9.3M 1.24% +7K +909.7% $1154.26 -15.2%
23 MRVL MARVELL TECHNOLOGY INC Technology 31,351.0 $9.3M 1.24% NEW $297.89 -17.4%
24 CAT CATERPILLAR INC Industrials 8,619.0 $9.2M 1.22% +8K +2314.3% $1064.93 -22.5%
25 MOD MODINE MFG CO Consumer Cyclical 32,280.0 $8.6M 1.14% NEW $267.02 -25.1%
26 XBIL RBB FD INC 137,990.0 $6.9M 0.92% -215K -61.0% $50.00 +0.3%
27 VB VANGUARD INDEX FDS 18,956.0 $5.7M 0.76% -116.0 -0.6% $303.12 +0.4%
28 VUG VANGUARD INDEX FDS 66,457.0 $5.7M 0.76% +55K +482.6% $86.14 +1.3%
29 VO VANGUARD INDEX FDS 57,408.0 $4.6M 0.61% +43K +285.2% $80.57 +3.1%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 11,873.0 $4.4M 0.58% $370.59 -3.4%
31 FOCT FIRST TR EXCHNG TRADED FD VI 70,830.0 $3.7M 0.49% $52.29 +2.3%
32 DFLV DIMENSIONAL ETF TRUST 86,988.0 $3.4M 0.46% +24K +38.8% $39.54 +6.3%
33 FTEC FIDELITY COVINGTON TRUST 11,194.0 $3.2M 0.42% +2K +21.0% $285.57 -1.0%
34 AVUS AMERICAN CENTY ETF TR 22,621.0 $2.9M 0.39% -4K -15.8% $128.08 +1.9%
35 MSTR STRATEGY INC Technology 33,055.0 $2.9M 0.38% -1K -3.0% $86.93 +37.8%
36 SPYM SPDR SERIES TRUST 32,272.0 $2.8M 0.38% -19K -36.9% $87.88 +2.5%
37 LMT LOCKHEED MARTIN CORP Industrials 5,523.0 $2.8M 0.37% $509.47 +11.8%
38 SPEM SPDR INDEX SHS FDS 51,897.0 $2.7M 0.36% +542.0 +1.1% $51.78 +1.3%
39 NVDA NVIDIA CORPORATION Technology 13,323.0 $2.7M 0.35% -2K -11.5% $200.08 +8.4%
40 QJUN FIRST TR EXCHNG TRADED FD VI 73,586.0 $2.5M 0.33% $33.79 -1.5%
Page 2 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 30.5%
Technology 27.4%
Healthcare 10.9%
Basic Materials 9.2%
Industrials 8.6%
Consumer Cyclical 8.3%
Communication Services 2.1%
Utilities 1.5%
Real Estate 0.7%
Consumer Defensive 0.5%