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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HPQ HP INC Technology 13,732.0 $301K 0.04% -452.0 -3.2% $21.94 +35.4%
82 SHEL SHELL PLC Energy 3,686.0 $286K 0.04% -812.0 -18.1% $77.53 +20.4%
83 AN AUTONATION INC Consumer Cyclical 1,534.0 $285K 0.04% -183.0 -10.7% $185.79 +7.4%
84 VSTS VESTIS CORPORATION Industrials 18,798.0 $273K 0.03% -7K -27.0% $14.52 -12.6%
85 CSX CSX CORP Industrials 5,661.0 $269K 0.03% -613.0 -9.8% $47.53 +8.5%
86 AVRE AMERICAN CENTY ETF TR 5,670.0 $269K 0.03% -70.0 -1.2% $47.38 +1.9%
87 APA APA CORPORATION Energy 7,594.0 $247K 0.03% -3K -29.7% $32.57 +33.2%
88 FDX FEDEX CORP Industrials 789.0 $247K 0.03% -73.0 -8.5% $313.10 +3.8%
89 RNR RENAISSANCERE HLDGS LTD Financial Services 767.0 $243K 0.03% -372.0 -32.7% $316.90 +2.1%
90 TGT TARGET CORP Consumer Defensive 1,841.0 $240K 0.03% -22.0 -1.2% $130.60 +26.7%
91 FLR FLUOR CORP Industrials 4,574.0 $240K 0.03% -140.0 -3.0% $52.40 +0.0%
92 APP APPLOVIN CORP Technology 457.0 $235K 0.03% -139.0 -23.3% $515.23 -40.7%
93 NXPI NXP SEMICONDUCTORS N V Technology 746.0 $210K 0.03% -526.0 -41.4% $281.03 -19.7%
Page 5 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%