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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 10 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COOPER COS INC 4,900.0 $351K 0.04% -241.0 -4.7% $71.71
182 IWP ISHARES TR 2,383.0 $349K 0.04% $146.40 -1.9%
183 APOS APOLLO GLOBAL MGMT INC 2,937.0 $347K 0.04% $118.31
184 TT TRANE TECHNOLOGIES PLC Industrials 695.0 $341K 0.04% +5.0 +0.7% $491.16 -7.7%
185 PANW PALO ALTO NETWORKS INC Technology 999.0 $341K 0.04% NEW $341.02 +4.9%
186 QCOM QUALCOMM INC Technology 1,838.0 $340K 0.04% +140.0 +8.2% $184.79 -13.0%
187 VZ VERIZON COMMUNICATIONS INC Communication Services 7,992.0 $338K 0.04% +470.0 +6.2% $42.34 +16.8%
188 CME CME GROUP INC Financial Services 1,531.0 $338K 0.04% -25.0 -1.6% $220.83 +24.5%
189 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 349.0 $337K 0.04% NEW $965.00 -11.9%
190 IYR ISHARES TR 3,259.0 $333K 0.04% $102.25 +2.4%
191 PSX PHILLIPS 66 Energy 1,958.0 $331K 0.04% +37.0 +1.9% $169.07 +43.7%
192 DFSV DIMENSIONAL ETF TRUST 8,484.0 $329K 0.04% $38.79 +3.9%
193 CB CHUBB LTD SWITZ Financial Services 963.0 $328K 0.04% -1K -55.2% $340.74 +0.1%
194 MRVL MARVELL TECHNOLOGY INC Technology 1,087.0 $324K 0.04% NEW $297.98 -20.4%
195 ESGD ISHARES TR 3,147.0 $324K 0.04% +39.0 +1.2% $102.80 +4.4%
196 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 9,469.0 $321K 0.04% $33.91 +31.3%
197 HON HONEYWELL INTL INC Industrials 1,434.0 $321K 0.04% -1K -49.7% $223.90 -3.6%
198 BLK BLACKROCK INC Financial Services 332.0 $319K 0.04% +8.0 +2.5% $961.92 +20.2%
199 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,517.0 $318K 0.04% $57.62 +16.3%
200 SCHW SCHWAB CHARLES CORP Financial Services 3,434.0 $317K 0.04% +65.0 +1.9% $92.27 +21.7%
Page 10 of 13  ·  259 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%