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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 6 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ASML ASML HLDG NV Technology 432.0 $859K 0.11% +10.0 +2.4% $1989.44 -11.3%
102 PG PROCTER & GAMBLE CO Consumer Defensive 5,845.0 $857K 0.11% +43.0 +0.7% $146.65 -1.3%
103 GLD SPDR GOLD TR Financial Services 2,324.0 $856K 0.11% $368.38 +14.9%
104 ROP ROPER TECHNOLOGIES INC Industrials 2,430.0 $822K 0.10% -28.0 -1.1% $338.39 +21.7%
105 YUM YUM BRANDS INC Consumer Cyclical 5,096.0 $815K 0.10% $159.85 -4.3%
106 UNH UNITEDHEALTH GROUP INC Healthcare 1,946.0 $809K 0.10% -25.0 -1.3% $415.59 -6.1%
107 EE EXCELERATE ENERGY INC Utilities 21,000.0 $798K 0.10% $37.99 +3.6%
108 GM GENERAL MTRS CO Consumer Cyclical 9,947.0 $767K 0.10% $77.08 +14.1%
109 TSLA TESLA INC Consumer Cyclical 1,816.0 $764K 0.09% -149.0 -7.6% $420.60 -13.7%
110 SLV ISHARES SILVER TR Financial Services 14,205.0 $760K 0.09% $53.47 +17.3%
111 JBL JABIL INC Technology 1,970.0 $759K 0.09% $385.48 -18.7%
112 AVLV AMERICAN CENTY ETF TR 8,323.0 $759K 0.09% NEW $91.21 +3.8%
113 QQQ INVESCO QQQ TR Financial Services 1,009.0 $743K 0.09% $736.14 -3.1%
114 MPC MARATHON PETE CORP Energy 2,897.0 $741K 0.09% -37.0 -1.3% $255.67 +41.1%
115 INTU INTUIT Technology 2,833.0 $739K 0.09% -43.0 -1.5% $261.00 +40.6%
116 LOW LOWES COS INC Consumer Cyclical 3,183.0 $702K 0.09% $220.49 -2.0%
117 NSC NORFOLK SOUTHN CORP Industrials 2,204.0 $693K 0.09% +312.0 +16.5% $314.62 +11.5%
118 FCCO FIRST CMNTY CORP S C Financial Services 21,188.0 $692K 0.09% -12K -35.6% $32.68 +3.2%
119 DIS DISNEY WALT CO Communication Services 7,118.0 $685K 0.09% -1K -12.5% $96.25 +12.0%
120 GEV GE VERNOVA INC Utilities 577.0 $678K 0.08% -69.0 -10.7% $1174.92 -18.6%
Page 6 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%