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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 13 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AKRE PROFESIONALLY MANAGED PORTFO 3,246.0 $213K 0.03% NEW $65.51 -18.7%
242 GPN GLOBAL PMTS INC Industrials 2,745.0 $212K 0.03% NEW $77.40 -12.6%
243 FTV FORTIVE CORP Technology 3,843.0 $212K 0.03% NEW $55.21 +4.7%
244 MRCY MERCURY SYS INC Industrials 2,904.0 $212K 0.03% NEW $73.01 +28.0%
245 APA APA CORPORATION Energy 8,550.0 $209K 0.03% NEW $24.46 +69.3%
246 MAR MARRIOTT INTL INC NEW Consumer Cyclical 672.0 $208K 0.03% NEW $310.24 +15.6%
247 FLEX FLEX LTD Technology 3,434.0 $207K 0.03% NEW $60.42 +113.6%
248 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,014.0 $207K 0.03% NEW $102.89 -35.3%
249 NULV NUSHARES ETF TR 4,589.0 $207K 0.03% NEW $45.05 +10.5%
250 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,611.0 $204K 0.03% NEW $56.62 +17.4%
251 WELL WELLTOWER INC Real Estate 1,097.0 $204K 0.03% NEW $185.61 +18.3%
252 HDV ISHARES TR 1,661.0 $202K 0.03% NEW $121.61 -77.2%
253 VSTS VESTIS CORPORATION Industrials 28,058.0 $187K 0.03% NEW $6.67 +76.5%
254 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 100,000.0 $187K 0.03% NEW $1.87 -38.2%
255 SGMT SAGIMET BIOSCIENCES INC Healthcare 29,968.0 $177K 0.02% NEW $5.92 +10.6%
256 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 13,000.0 $139K 0.02% NEW $10.69 -5.8%
257 ASRV AMERISERV FINL INC Financial Services 42,513.0 $136K 0.02% NEW $3.19 +20.8%
258 HERBALIFE LTD 100,000.0 $109K 0.01% NEW $1.09
259 FORD MTR CO 100,000.0 $104K 0.01% NEW $1.04
260 PELOTON INTERACTIVE INC 100,000.0 $98K 0.01% NEW $0.98
Page 13 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%