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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 8 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTX RTX CORPORATION Industrials 2,565.0 $470K 0.06% NEW $183.37 -4.7%
142 SCHA SCHWAB STRATEGIC TR 16,382.0 $467K 0.06% NEW $28.48 +14.6%
143 CDW CDW CORP Technology 3,406.0 $464K 0.06% NEW $136.20 -22.0%
144 JBL JABIL INC Technology 2,022.0 $461K 0.06% NEW $228.02 +50.4%
145 UAL UNITED AIRLS HLDGS INC Industrials 4,086.0 $457K 0.06% NEW $111.82 -12.8%
146 AMAT APPLIED MATLS INC Technology 1,760.0 $452K 0.06% NEW $257.04 +65.0%
147 ASML ASML HOLDING N V Technology 422.0 $451K 0.06% NEW $1069.86 +44.2%
148 VIG VANGUARD SPECIALIZED FUNDS 2,042.0 $449K 0.06% NEW $219.74 +4.8%
149 AXP AMERICAN EXPRESS CO Financial Services 1,207.0 $447K 0.06% NEW $369.95 -16.2%
150 CVS CVS HEALTH CORP Healthcare 5,590.0 $444K 0.06% NEW $79.36 +18.2%
151 APP APPLOVIN CORP Technology 654.0 $441K 0.06% NEW $673.82 -28.8%
152 IWF ISHARES TR 925.0 $438K 0.06% NEW $473.25 -73.7%
153 PGR PROGRESSIVE CORP Financial Services 1,909.0 $435K 0.06% NEW $227.72 -11.1%
154 CME CME GROUP INC Financial Services 1,576.0 $430K 0.06% NEW $273.08 +6.9%
155 GEV GE VERNOVA INC Utilities 654.0 $427K 0.06% NEW $653.60 +58.4%
156 D DOMINION ENERGY INC Utilities 7,256.0 $425K 0.06% NEW $58.59 +15.6%
157 COOPER COS INC 5,141.0 $421K 0.06% NEW $81.96
158 SCHV SCHWAB STRATEGIC TR 14,157.0 $419K 0.06% NEW $29.61 +10.7%
159 APOS APOLLO GLOBAL MGMT INC Financial Services 2,892.0 $419K 0.06% NEW $144.76 -82.1%
160 UBER UBER TECHNOLOGIES INC Technology 5,115.0 $418K 0.06% NEW $81.72 -8.5%
Page 8 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%