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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 2 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 38,446.0 $7.2M 0.95% NEW $186.50 +19.2%
22 JPM JPMORGAN CHASE & CO. Financial Services 21,094.0 $6.8M 0.91% NEW $322.22 -8.8%
23 IJS ISHARES TR 52,961.0 $6.0M 0.80% NEW $113.72 +9.7%
24 VB VANGUARD INDEX FDS 22,722.0 $5.9M 0.78% NEW $257.95 +8.1%
25 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 170,885.0 $5.6M 0.75% NEW $33.02 +2.8%
26 SPY SPDR S&P 500 ETF TR Financial Services 7,105.0 $4.8M 0.65% NEW $681.88 +7.9%
27 WK WORKIVA INC Technology 52,954.0 $4.6M 0.61% NEW $86.25 -44.3%
28 DEA EASTERLY GOVT PPTYS INC Real Estate 195,385.0 $4.1M 0.55% NEW $21.19 +12.2%
29 AVDE AMERICAN CENTY ETF TR 45,148.0 $3.7M 0.49% NEW $82.32 +8.6%
30 BAC BANK AMERICA CORP Financial Services 62,557.0 $3.4M 0.46% NEW $55.00 -8.1%
31 EW EDWARDS LIFESCIENCES CORP Healthcare 40,047.0 $3.4M 0.45% NEW $85.25 -4.1%
32 MTB M & T BK CORP Financial Services 16,123.0 $3.2M 0.43% NEW $201.48 +2.0%
33 EEM ISHARES TR 58,111.0 $3.2M 0.42% NEW $54.71 +17.8%
34 WMT WALMART INC Consumer Defensive 28,325.0 $3.2M 0.42% NEW $111.41 +19.7%
35 GOOGL ALPHABET INC Communication Services 9,724.0 $3.0M 0.41% NEW $312.99 +25.6%
36 SCZ ISHARES TR 37,685.0 $2.9M 0.39% NEW $77.53 +8.0%
37 VEU VANGUARD INTL EQUITY INDEX F 37,937.0 $2.8M 0.37% NEW $73.56 +10.1%
38 LLY ELI LILLY & CO Healthcare 2,595.0 $2.8M 0.37% NEW $1074.83 -3.7%
39 SCHC SCHWAB STRATEGIC TR 56,095.0 $2.6M 0.34% NEW $45.53 +8.3%
40 META META PLATFORMS INC Communication Services 3,772.0 $2.5M 0.33% NEW $660.13 -9.0%
Page 2 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%