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Portfolio (Quarterly) Guide ↗

Accretive Wealth Partners, LLC

· CIK 0001844444
13F Portfolio $356M AUM 180 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 92 Added 14 Reduced 4 Exited
Page 3 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CME CME GROUP INC Financial Services 8,067.0 $2.4M 0.67% $295.36 -23.8%
42 WM WASTE MGMT INC DEL Industrials 10,339.0 $2.4M 0.67% +64.0 +0.6% $229.79 -2.9%
43 KO COCA COLA CO Consumer Defensive 29,223.0 $2.2M 0.62% +405.0 +1.4% $76.05 +5.7%
44 CVX CHEVRON CORPORATION Energy 10,725.0 $2.2M 0.62% +430.0 +4.2% $206.90 -16.8%
45 TJX TJX COS INC NEW Consumer Cyclical 13,831.0 $2.2M 0.62% +1K +8.7% $159.70 -2.7%
46 MCD MCDONALDS CORP Consumer Cyclical 7,001.0 $2.2M 0.61% +419.0 +6.4% $310.80 -14.9%
47 COP CONOCOPHILLIPS Energy 16,314.0 $2.2M 0.60% +273.0 +1.7% $132.00 -19.4%
48 HD HOME DEPOT INC Consumer Cyclical 6,390.0 $2.1M 0.59% +42.0 +0.7% $328.91 +4.9%
49 BLK BLACKROCK INC Financial Services 2,116.0 $2.0M 0.57% $961.71 +1.1%
50 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,131.0 $2.0M 0.56% -89.0 -2.1% $484.91 -9.0%
51 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6,739.0 $2.0M 0.55% +37.0 +0.6% $290.70 -11.4%
52 UNP UNION PAC CORP Industrials 7,915.0 $1.9M 0.54% +50.0 +0.6% $242.62 +10.3%
53 SBUX STARBUCKS CORP Consumer Cyclical 19,750.0 $1.8M 0.50% +662.0 +3.5% $89.59 +15.1%
54 SYY SYSCO CORP Consumer Defensive 24,509.0 $1.7M 0.49% +160.0 +0.7% $71.33 +13.3%
55 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,424.0 $1.7M 0.48% +85.0 +1.0% $203.18 +6.5%
56 DUHP DIMENSIONAL ETF TRUST 46,158.0 $1.7M 0.48% NEW $36.76 +11.5%
57 HRL HORMEL FOODS CORP Consumer Defensive 74,585.0 $1.7M 0.47% $22.65 +14.9%
58 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,592.0 $1.7M 0.47% +95.0 +1.1% $195.40 +12.7%
59 BKNG BOOKING HOLDINGS INC Consumer Cyclical 394.0 $1.7M 0.47% $4212.99 -95.8%
60 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,366.0 $1.7M 0.47% $491.53 +2.9%
Page 3 of 9  ·  180 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 25.9%
Technology 18.4%
Industrials 10.9%
Consumer Cyclical 10.3%
Consumer Defensive 9.4%
Communication Services 8.5%
Energy 7.8%
Healthcare 6.8%
Basic Materials 1.0%
Real Estate 0.8%