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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 8 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GD GENERAL DYNAMICS CORP Industrials 1,420.0 $503K 0.06% -12.0 -0.8% $354.24 +8.5%
142 DFAC DIMENSIONAL ETF TRUST 11,268.0 $500K 0.06% NEW $44.36 +2.8%
143 MCO MOODYS CORP Financial Services 1,096.0 $496K 0.06% -59.0 -5.1% $452.92 +11.1%
144 TFC TRUIST FINL CORP Financial Services 9,865.0 $491K 0.06% +130.0 +1.3% $49.82 +1.2%
145 CI THE CIGNA GROUP Healthcare 1,771.0 $488K 0.06% -284.0 -13.8% $275.66 +0.7%
146 RTX RTX CORPORATION Industrials 2,573.0 $488K 0.06% +44.0 +1.7% $189.72 +10.6%
147 ADI ANALOG DEVICES INC Technology 1,212.0 $481K 0.06% -96.0 -7.3% $397.17 -6.1%
148 CDW CDW CORP Technology 3,415.0 $480K 0.06% $140.64 -2.4%
149 VIG VANGUARD SPECIALIZED FUNDS 2,026.0 $479K 0.06% -21.0 -1.0% $236.65 +3.1%
150 TXN TEXAS INSTRS INC Technology 1,579.0 $471K 0.06% -77.0 -4.7% $298.07 -11.3%
151 T AT&T INC Communication Services 22,718.0 $470K 0.06% -248.0 -1.1% $20.70 +22.3%
152 MILLROSE PPTYS INC 15,345.0 $461K 0.06% +277.0 +1.8% $30.05
153 IWF ISHARES TR 3,699.0 $459K 0.06% +3K +299.9% $124.17 -1.4%
154 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,144.0 $442K 0.06% NEW $386.66 +3.6%
155 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,896.0 $442K 0.06% -39.0 -2.0% $233.10 +1.9%
156 ADBE ADOBE INC Technology 2,145.0 $440K 0.05% +1K +127.0% $205.05 +34.3%
157 IJH ISHARES TR 5,700.0 $440K 0.05% +485.0 +9.3% $77.11 -0.4%
158 GS GOLDMAN SACHS GROUP INC Financial Services 428.0 $433K 0.05% -45.0 -9.5% $1011.37 +2.8%
159 IEFA ISHARES TR 4,445.0 $429K 0.05% $96.58 +4.4%
160 FBND FIDELITY MERRIMACK STR TR 9,365.0 $426K 0.05% NEW $45.49 -1.3%
Page 8 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%