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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 2,026.0 $479K 0.06% -21.0 -1.0% $236.65 +3.1%
62 TXN TEXAS INSTRS INC Technology 1,579.0 $471K 0.06% -77.0 -4.7% $298.07 -11.3%
63 T AT&T INC Communication Services 22,718.0 $470K 0.06% -248.0 -1.1% $20.70 +22.2%
64 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,896.0 $442K 0.06% -39.0 -2.0% $233.10 +1.9%
65 GS GOLDMAN SACHS GROUP INC Financial Services 428.0 $433K 0.05% -45.0 -9.5% $1011.37 +2.8%
66 SM SM ENERGY COMPANY Energy 16,311.0 $426K 0.05% -1K -6.1% $26.10 +42.5%
67 SCHV SCHWAB STRATEGIC TR 12,202.0 $425K 0.05% -3K -17.5% $34.81 +0.4%
68 SON SONOCO PRODS CO Consumer Cyclical 7,222.0 $407K 0.05% -229.0 -3.1% $56.35 +5.5%
69 ARW ARROW ELECTRS INC Technology 1,901.0 $406K 0.05% -379.0 -16.6% $213.41 -1.2%
70 FISV FISERV INC Technology 8,207.0 $403K 0.05% -252.0 -3.0% $49.05 +7.2%
71 EMXF ISHARES TR 6,709.0 $389K 0.05% -349.0 -4.9% $57.94 -2.2%
72 NFLX NETFLIX INC. Communication Services 5,367.0 $383K 0.05% -89.0 -1.6% $71.40 +11.5%
73 BIIB BIOGEN INC Healthcare 1,738.0 $376K 0.05% -22.0 -1.2% $216.06 +0.3%
74 F FORD MTR CO Consumer Cyclical 25,695.0 $357K 0.04% -668.0 -2.5% $13.90 +3.7%
75 HCA HCA HEALTHCARE INC Healthcare 908.0 $354K 0.04% -142.0 -13.5% $389.96 +10.1%
76 COOPER COS INC 4,900.0 $351K 0.04% -241.0 -4.7% $71.71
77 CME CME GROUP INC Financial Services 1,531.0 $338K 0.04% -25.0 -1.6% $220.83 +24.5%
78 CB CHUBB LTD SWITZ Financial Services 963.0 $328K 0.04% -1K -55.2% $340.74 +0.1%
79 HON HONEYWELL INTL INC Industrials 1,434.0 $321K 0.04% -1K -49.7% $223.90 -3.6%
80 BAX BAXTER INTL INC Healthcare 14,541.0 $310K 0.04% -370.0 -2.5% $21.32 +23.5%
Page 4 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 24.4%
Technology 23.3%
Industrials 16.6%
Consumer Cyclical 13.0%
Healthcare 8.5%
Consumer Defensive 5.1%
Communication Services 3.1%
Utilities 2.2%
Energy 2.2%
Basic Materials 0.9%