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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 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BPOP POPULAR INC Financial Services 7,311.0 $1.2M 0.15% $164.18 +3.0%
82 LEN LENNAR CORP Consumer Cyclical 13,199.0 $1.2M 0.15% -117.0 -0.9% $90.49 -3.8%
83 DUK DUKE ENERGY CORP NEW Utilities 9,339.0 $1.2M 0.15% $126.58 -5.3%
84 DFGR DIMENSIONAL ETF TRUST 38,104.0 $1.1M 0.14% +9K +30.1% $28.97 +1.7%
85 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 23,738.0 $1.1M 0.13% $45.52 +31.0%
86 SMURFIT WESTROCK PLC 23,118.0 $1.1M 0.13% $46.26
87 JLL JONES LANG LASALLE INC Real Estate 3,449.0 $1.1M 0.13% +409.0 +13.4% $309.95 +25.0%
88 DHR DANAHER CORP DEL Healthcare 5,608.0 $1.1M 0.13% -39.0 -0.7% $190.49 +14.9%
89 NEE NEXTERA ENERGY INC Utilities 11,741.0 $1.0M 0.13% +99.0 +0.8% $87.77 -4.7%
90 CAH CARDINAL HEALTH INC Healthcare 4,336.0 $1.0M 0.13% $237.56 -3.4%
91 CHD CHURCH & DWIGHT CO INC Consumer Defensive 10,576.0 $1.0M 0.13% $96.88 +2.0%
92 MET METLIFE INC Financial Services 12,095.0 $1.0M 0.13% $84.61 +11.5%
93 IBM INTERNATIONAL BUSINESS MACHS Technology 3,575.0 $1.0M 0.12% +49.0 +1.4% $281.22 -16.2%
94 MCD MCDONALDS CORP Consumer Cyclical 3,663.0 $990K 0.12% $270.28 +0.2%
95 WCC WESCO INTL INC Industrials 2,813.0 $972K 0.12% -262.0 -8.5% $345.43 +1.1%
96 R RYDER SYS INC Industrials 3,476.0 $917K 0.11% $263.74 -5.3%
97 AMAT APPLIED MATLS INC Technology 1,265.0 $915K 0.11% -177.0 -12.3% $723.20 -31.9%
98 GE GE AEROSPACE Industrials 2,400.0 $897K 0.11% +34.0 +1.4% $373.71 -6.8%
99 PWR QUANTA SVCS INC Industrials 1,233.0 $888K 0.11% -83.0 -6.3% $720.04 -11.2%
100 ESGV VANGUARD WORLD FD 6,711.0 $888K 0.11% $132.25 +2.6%
Page 5 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%