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Portfolio (Quarterly) Guide ↗

ABSOLUTE CAPITAL MANAGEMENT, LLC

· CIK 0001817648
13F Portfolio $401M AUM 162 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 49 New 66 Added 31 Reduced 20 Exited
Page 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TXN TEXAS INSTRS INC Technology 3,003.0 $895K 0.22% NEW $298.07 -11.6%
102 SPEM SPDR INDEX SHS FDS 16,375.0 $848K 0.21% +2K +13.7% $51.78 -0.4%
103 SPDW SPDR INDEX SHS FDS 15,604.0 $786K 0.20% -5K -23.4% $50.39 +0.8%
104 MRVL MARVELL TECHNOLOGY INC Technology 2,602.0 $775K 0.19% NEW $297.89 -25.6%
105 AMZN AMAZON COM INC Consumer Cyclical 3,081.0 $734K 0.18% +922.0 +42.7% $238.34 +4.2%
106 ADI ANALOG DEVICES INC Technology 1,755.0 $697K 0.17% NEW $397.18 -9.0%
107 FALN ISHARES TR 25,398.0 $692K 0.17% -32K -55.8% $27.24 -3.1%
108 QCOM QUALCOMM INC Technology 3,715.0 $687K 0.17% NEW $184.81 +1.6%
109 GGOV BLACKROCK ETF TRUST II 12,975.0 $653K 0.16% NEW $50.29 -0.4%
110 EAGG ISHARES TR 12,740.0 $604K 0.15% +7K +142.8% $47.41 -3.2%
111 BLACKROCK ETF TRUST 7,067.0 $567K 0.14% +3K +55.0% $80.17
112 BNDC FLEXSHARES TR 24,776.0 $547K 0.14% +2K +8.7% $22.09 -3.1%
113 META META PLATFORMS INC Communication Services 931.0 $525K 0.13% +168.0 +22.0% $563.66 +18.9%
114 SMMD ISHARES TR 5,610.0 $514K 0.13% NEW $91.63 -4.5%
115 ESGU ISHARES TR 2,981.0 $488K 0.12% +1K +86.9% $163.69 +0.9%
116 EFA ISHARES TR 4,519.0 $469K 0.12% NEW $103.88 +1.5%
117 VONG VANGUARD SCOTTSDALE FDS 3,546.0 $453K 0.11% NEW $127.84 -2.9%
118 RSPT INVESCO EXCHANGE TRADED FD T 6,997.0 $451K 0.11% NEW $64.50 -1.1%
119 SPSM SPDR SERIES TRUST 7,788.0 $449K 0.11% -107.0 -1.4% $57.68 -5.2%
120 VONV VANGUARD SCOTTSDALE FDS 4,152.0 $441K 0.11% NEW $106.33 +4.9%
Page 6 of 9  ·  162 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 48.9%
Technology 40.3%
Communication Services 4.4%
Industrials 4.4%
Consumer Cyclical 1.7%
Healthcare 0.4%