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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 9 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SM SM ENERGY COMPANY Energy 16,311.0 $426K 0.05% -1K -6.1% $26.10 +42.5%
162 SCHV SCHWAB STRATEGIC TR 12,202.0 $425K 0.05% -3K -17.5% $34.81 +0.4%
163 MMM 3M CO Industrials 2,597.0 $420K 0.05% +449.0 +20.9% $161.91 +10.5%
164 TRV TRAVELERS COMPANIES INC Financial Services 1,247.0 $412K 0.05% $330.12 +10.1%
165 DFAS DIMENSIONAL ETF TRUST 4,975.0 $410K 0.05% +535.0 +12.1% $82.34 +0.8%
166 SON SONOCO PRODS CO Consumer Cyclical 7,222.0 $407K 0.05% -229.0 -3.1% $56.35 +5.5%
167 MA MASTERCARD INCORPORATED Financial Services 792.0 $407K 0.05% +16.0 +2.1% $513.83 +13.0%
168 TPR TAPESTRY INC Consumer Cyclical 2,772.0 $406K 0.05% $146.38 -11.1%
169 ARW ARROW ELECTRS INC Technology 1,901.0 $406K 0.05% -379.0 -16.6% $213.41 -1.2%
170 FISV FISERV INC Technology 8,207.0 $403K 0.05% -252.0 -3.0% $49.05 +7.2%
171 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,803.0 $391K 0.05% +241.0 +15.4% $216.60 -4.7%
172 EMXF ISHARES TR 6,709.0 $389K 0.05% -349.0 -4.9% $57.94 -2.2%
173 DFIC DIMENSIONAL ETF TRUST 10,340.0 $385K 0.05% NEW $37.26 +5.8%
174 NFLX NETFLIX INC. Communication Services 5,367.0 $383K 0.05% -89.0 -1.6% $71.40 +11.5%
175 AXP AMERICAN EXPRESS CO Financial Services 1,128.0 $382K 0.05% +55.0 +5.1% $338.25 -0.7%
176 BIIB BIOGEN INC Healthcare 1,738.0 $376K 0.05% -22.0 -1.2% $216.06 +0.3%
177 MSI MOTOROLA SOLUTIONS INC Technology 891.0 $370K 0.05% $415.29 +15.7%
178 NET CLOUDFLARE INC Technology 1,485.0 $364K 0.04% $245.28 +19.5%
179 F FORD MTR CO Consumer Cyclical 25,695.0 $357K 0.04% -668.0 -2.5% $13.90 +3.7%
180 HCA HCA HEALTHCARE INC Healthcare 908.0 $354K 0.04% -142.0 -13.5% $389.96 +10.1%
Page 9 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%