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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 1 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DSTL ETF SER SOLUTIONS 1,421,934.0 $85.2M 10.53% -11K -0.8% $59.90 +15.4%
2 VXUS VANGUARD STAR FDS 443,771.0 $37.9M 4.69% -3K -0.6% $85.49 +1.8%
3 UNP UNION PAC CORP Industrials 81,881.0 $22.3M 2.75% -3K -3.6% $272.00 +11.8%
4 VOO VANGUARD INDEX FDS 29,477.0 $20.2M 2.50% -1K -4.7% $686.82 +2.1%
5 JMTG J P MORGAN EXCHANGE TRADED F 383,519.0 $19.4M 2.40% -84K -18.0% $50.68 -1.0%
6 AAPL APPLE INC Technology 51,499.0 $14.9M 1.84% -3K -6.0% $289.36 +7.6%
7 GOOG ALPHABET INC Communication Services 27,174.0 $9.6M 1.19% -157.0 -0.6% $353.33 -4.3%
8 MSFT MICROSOFT CORP Technology 20,707.0 $7.7M 0.95% -797.0 -3.7% $373.02 +29.0%
9 NVDA NVIDIA CORPORATION Technology 34,558.0 $6.9M 0.85% -338.0 -1.0% $200.09 +8.4%
10 VB VANGUARD INDEX FDS 21,347.0 $6.5M 0.80% -524.0 -2.4% $303.12 -0.1%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,073.0 $5.3M 0.65% -39.0 -0.6% $746.72 +2.1%
12 MU MICRON TECHNOLOGY INC Technology 3,295.0 $3.8M 0.47% -126.0 -3.7% $1154.29 -15.6%
13 BAC BANK AMERICA CORP Financial Services 64,583.0 $3.7M 0.46% -435.0 -0.7% $56.98 +8.6%
14 EW EDWARDS LIFESCIENCES CORP Healthcare 39,735.0 $3.6M 0.44% -302.0 -0.8% $90.46 -0.7%
15 IJS ISHARES TR 24,975.0 $3.4M 0.42% -443.0 -1.7% $136.68 +0.6%
16 WMT WALMART INC Consumer Defensive 28,345.0 $3.2M 0.40% -1K -4.2% $113.26 -8.3%
17 CAT CATERPILLAR INC Industrials 2,738.0 $2.9M 0.36% -222.0 -7.5% $1064.95 -23.4%
18 SCZ ISHARES TR 35,084.0 $2.9M 0.36% -1K -2.9% $82.27 +4.5%
19 IBIT ISHARES BITCOIN TRUST ETF Financial Services 83,475.0 $2.8M 0.34% -2K -2.1% $33.29 +23.8%
20 JNJ JOHNSON & JOHNSON Healthcare 9,886.0 $2.5M 0.31% -130.0 -1.3% $253.97 +5.3%
Page 1 of 5  ·  93 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 23.5%
Technology 22.4%
Industrials 16.0%
Consumer Cyclical 12.5%
Healthcare 8.1%
Communication Services 6.8%
Consumer Defensive 4.9%
Utilities 2.1%
Energy 2.1%
Basic Materials 0.9%