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Portfolio (Quarterly) Guide ↗

Abacus Planning Group, Inc.

· CIK 0001602730
13F Portfolio $809M AUM 259 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 72 Added 93 Reduced 24 Exited
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 2,573.0 $488K 0.06% +44.0 +1.7% $189.72 +10.6%
42 MILLROSE PPTYS INC 15,345.0 $461K 0.06% +277.0 +1.8% $30.05
43 IWF ISHARES TR 3,699.0 $459K 0.06% +3K +299.9% $124.17 -1.4%
44 ADBE ADOBE INC Technology 2,145.0 $440K 0.05% +1K +127.0% $205.05 +34.3%
45 IJH ISHARES TR 5,700.0 $440K 0.05% +485.0 +9.3% $77.11 -0.4%
46 MMM 3M CO Industrials 2,597.0 $420K 0.05% +449.0 +20.9% $161.91 +10.5%
47 DFAS DIMENSIONAL ETF TRUST 4,975.0 $410K 0.05% +535.0 +12.1% $82.34 +0.8%
48 MA MASTERCARD INCORPORATED Financial Services 792.0 $407K 0.05% +16.0 +2.1% $513.83 +13.0%
49 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,803.0 $391K 0.05% +241.0 +15.4% $216.60 -4.7%
50 AXP AMERICAN EXPRESS CO Financial Services 1,128.0 $382K 0.05% +55.0 +5.1% $338.25 -0.7%
51 TT TRANE TECHNOLOGIES PLC Industrials 695.0 $341K 0.04% +5.0 +0.7% $491.16 -7.7%
52 QCOM QUALCOMM INC Technology 1,838.0 $340K 0.04% +140.0 +8.2% $184.79 -13.0%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 7,992.0 $338K 0.04% +470.0 +6.2% $42.34 +16.8%
54 PSX PHILLIPS 66 Energy 1,958.0 $331K 0.04% +37.0 +1.9% $169.07 +43.7%
55 ESGD ISHARES TR 3,147.0 $324K 0.04% +39.0 +1.2% $102.80 +4.4%
56 BLK BLACKROCK INC Financial Services 332.0 $319K 0.04% +8.0 +2.5% $961.92 +20.2%
57 SCHW SCHWAB CHARLES CORP Financial Services 3,434.0 $317K 0.04% +65.0 +1.9% $92.27 +21.7%
58 VO VANGUARD INDEX FDS 3,880.0 $313K 0.04% +3K +367.5% $80.57 +3.0%
59 SO SOUTHERN CO Utilities 3,038.0 $291K 0.04% +879.0 +40.7% $95.71 -7.1%
60 DOV DOVER CORP Industrials 1,291.0 $290K 0.04% +16.0 +1.2% $224.28 -10.0%
Page 3 of 4  ·  72 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 24.4%
Technology 23.3%
Industrials 16.6%
Consumer Cyclical 13.0%
Healthcare 8.5%
Consumer Defensive 5.1%
Communication Services 3.1%
Utilities 2.2%
Energy 2.2%
Basic Materials 0.9%