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Portfolio (Quarterly) Guide ↗

Abacus Planning Group, Inc.

· CIK 0001602730
13F Portfolio $751M AUM 266 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 266 New
Page 10 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CIVITAS RESOURCES INC 12,316.0 $334K 0.04% NEW $27.09
182 NKE NIKE INC Consumer Cyclical 5,199.0 $331K 0.04% NEW $63.71 -31.2%
183 ABT ABBOTT LABS Healthcare 2,640.0 $331K 0.04% NEW $125.31 -29.9%
184 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 13,091.0 $328K 0.04% NEW $25.09 -0.1%
185 EMXF ISHARES TR 7,058.0 $328K 0.04% NEW $46.53 +15.7%
186 ADI ANALOG DEVICES INC Technology 1,207.0 $327K 0.04% NEW $271.20 +43.6%
187 TXN TEXAS INSTRS INC Technology 1,871.0 $325K 0.04% NEW $173.47 +72.7%
188 SON SONOCO PRODS CO Consumer Cyclical 7,394.0 $323K 0.04% NEW $43.64 +9.3%
189 BIIB BIOGEN INC Healthcare 1,832.0 $322K 0.04% NEW $175.99 +6.6%
190 KNSL KINSALE CAP GROUP INC Financial Services 803.0 $314K 0.04% NEW $391.12 -20.7%
191 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,732.0 $309K 0.04% NEW $53.94 +8.1%
192 JCI JOHNSON CTLS INTL PLC Industrials 2,581.0 $309K 0.04% NEW $119.75 +15.3%
193 TT TRANE TECHNOLOGIES PLC Industrials 789.0 $307K 0.04% NEW $389.20 +17.1%
194 IYR ISHARES TR 3,259.0 $306K 0.04% NEW $93.89 +8.6%
195 WRB BERKLEY W R CORP Financial Services 4,307.0 $302K 0.04% NEW $70.12 -2.9%
196 AON AON PLC Financial Services 846.0 $299K 0.04% NEW $352.88 -9.2%
197 CMCSA COMCAST CORP NEW Communication Services 9,970.0 $298K 0.04% NEW $29.89 -16.0%
198 ESGD ISHARES TR 3,108.0 $296K 0.04% NEW $95.09 +7.4%
199 SHEL SHELL PLC Energy 4,000.0 $294K 0.04% NEW $73.47 +18.5%
200 NET CLOUDFLARE INC Technology 1,485.0 $293K 0.04% NEW $197.15 +4.7%
Page 10 of 14  ·  266 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
Technology 22.8%
Financial Services 22.2%
Industrials 14.5%
Consumer Cyclical 12.9%
Healthcare 8.5%
Communication Services 7.1%
Consumer Defensive 5.1%
Real Estate 2.5%
Utilities 1.8%
Energy 1.6%