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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 3 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIRST TR EXCHNG TRADED FD VI 87,337.0 $2.4M 0.32% $27.77
42 META META PLATFORMS INC Communication Services 4,280.0 $2.4M 0.32% -336.0 -7.3% $563.29 -3.1%
43 TSLA TESLA INC Consumer Cyclical 5,550.0 $2.3M 0.31% -96.0 -1.7% $420.60 -17.9%
44 BWA BORGWARNER INC Consumer Cyclical 34,827.0 $2.3M 0.31% -3K -7.4% $66.40 -2.4%
45 GOOGL ALPHABET INC Communication Services 6,117.0 $2.2M 0.29% -427.0 -6.5% $357.34 -4.7%
46 VXF VANGUARD INDEX FDS 8,801.0 $2.2M 0.29% $246.21 -1.1%
47 MSFT MICROSOFT CORP Technology 5,102.0 $1.9M 0.25% +125.0 +2.5% $373.05 +29.0%
48 IVV ISHARES TR 2,474.0 $1.9M 0.25% $748.83 +2.3%
49 PLTR PALANTIR TECHNOLOGIES INC Technology 15,600.0 $1.8M 0.24% -261.0 -1.6% $116.67 +49.1%
50 AES AES CORP Utilities 121,512.0 $1.8M 0.24% -8K -6.4% $14.66 +0.8%
51 GE GE AEROSPACE Industrials 4,673.0 $1.7M 0.23% -373.0 -7.4% $373.77 -7.8%
52 VBK VANGUARD INDEX FDS 4,709.0 $1.7M 0.23% -375.0 -7.4% $365.73 -2.6%
53 PANW PALO ALTO NETWORKS INC Technology 5,046.0 $1.7M 0.23% -736.0 -12.7% $341.04 +2.5%
54 AMZN AMAZON COM INC Consumer Cyclical 7,193.0 $1.7M 0.23% -552.0 -7.1% $238.34 +9.1%
55 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 205,753.0 $1.7M 0.22% -12K -5.7% $8.06 -3.2%
56 MDYV SPDR SERIES TRUST 17,276.0 $1.6M 0.22% $94.85 +0.3%
57 GEV GE VERNOVA INC Utilities 1,358.0 $1.6M 0.21% -110.0 -7.5% $1174.75 -17.8%
58 VTI VANGUARD INDEX FDS 4,263.0 $1.6M 0.21% +101.0 +2.4% $370.04 +1.8%
59 XLV SELECT SECTOR SPDR TR 9,387.0 $1.5M 0.20% +1K +15.6% $158.66 +8.7%
60 SLYV SPDR SERIES TRUST 13,104.0 $1.4M 0.19% -426.0 -3.1% $109.11 +0.5%
Page 3 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%