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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 12 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WELL WELLTOWER INC Real Estate 1,114.0 $253K 0.03% +28.0 +2.6% $226.97 +4.6%
222 TJX TJX COS INC NEW Consumer Cyclical 1,660.0 $251K 0.03% +215.0 +14.9% $151.50 -7.2%
223 INGR INGREDION INC Consumer Defensive 2,622.0 $248K 0.03% NEW $94.71 +12.8%
224 APA APA CORPORATION Energy 7,594.0 $247K 0.03% -3K -29.7% $32.57 +36.0%
225 FDX FEDEX CORP Industrials 789.0 $247K 0.03% -73.0 -8.5% $313.10 +4.9%
226 RNR RENAISSANCERE HLDGS LTD Financial Services 767.0 $243K 0.03% -372.0 -32.7% $316.90 +2.6%
227 TGT TARGET CORP Consumer Defensive 1,841.0 $240K 0.03% -22.0 -1.2% $130.60 +21.1%
228 FLR FLUOR CORP Industrials 4,574.0 $240K 0.03% -140.0 -3.0% $52.40 +1.1%
229 APP APPLOVIN CORP Technology 457.0 $235K 0.03% -139.0 -23.3% $515.23 -41.0%
230 AZN ASTRAZENECA PLC Healthcare 1,223.0 $232K 0.03% NEW $189.62 -13.3%
231 SOUTHSTATE BK CORP 2,307.0 $230K 0.03% +21.0 +0.9% $99.90
232 CDNS CADENCE DESIGN SYSTEM INC Technology 609.0 $229K 0.03% NEW $375.32 -15.9%
233 HDV ISHARES TR 8,305.0 $228K 0.03% +7K +400.0% $27.41 +8.7%
234 FNDX SCHWAB STRATEGIC TR 7,301.0 $227K 0.03% $31.10 +4.6%
235 IXUS ISHARES TR 2,369.0 $226K 0.03% NEW $95.44 +2.8%
236 BWA BORGWARNER INC Consumer Cyclical 3,400.0 $226K 0.03% NEW $66.40 +0.5%
237 BUNGE GLOBAL SA 2,107.0 $225K 0.03% $106.73
238 EEMA ISHARES INC 1,911.0 $224K 0.03% NEW $116.96 -0.2%
239 DSMC ETF SER SOLUTIONS 5,504.0 $222K 0.03% NEW $40.36 +8.5%
240 ORA ORMAT TECHNOLOGIES INC Utilities 2,000.0 $218K 0.03% $108.90 -0.6%
Page 12 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 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%