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Portfolio (Quarterly) Guide ↗

Accretive Wealth Partners, LLC

· CIK 0001844444
13F Portfolio $412M AUM 181 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 82 Added 44 Reduced 13 Exited
Page 3 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 30,363.0 $2.5M 0.60% +1K +3.9% $81.27 +10.8%
42 XLU SELECT SECTOR SPDR TR 53,988.0 $2.4M 0.59% +2K +3.3% $45.34 -4.0%
43 WM WASTE MGMT INC DEL Industrials 10,507.0 $2.3M 0.57% +168.0 +1.6% $222.88 -0.7%
44 HD HOME DEPOT INC Consumer Cyclical 6,464.0 $2.3M 0.55% +74.0 +1.2% $352.70 -5.1%
45 UNP UNION PAC CORP Industrials 8,027.0 $2.2M 0.53% +112.0 +1.4% $272.00 +14.2%
46 TJX TJX COS INC NEW Consumer Cyclical 14,001.0 $2.1M 0.52% +170.0 +1.2% $151.50 -9.7%
47 SBUX STARBUCKS CORP Consumer Cyclical 20,441.0 $2.1M 0.51% +691.0 +3.5% $102.19 +6.2%
48 SYY SYSCO CORP Consumer Defensive 24,957.0 $2.1M 0.51% +448.0 +1.8% $83.58 -0.4%
49 BLK BLACKROCK INC Financial Services 2,143.0 $2.1M 0.50% +27.0 +1.3% $961.56 +22.0%
50 MCD MCDONALDS CORP Consumer Cyclical 7,151.0 $1.9M 0.47% +150.0 +2.1% $270.32 -1.3%
51 QQQ INVESCO QQQ TR Financial Services 2,593.0 $1.9M 0.46% +327.0 +14.4% $736.50 -3.4%
52 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 19,691.0 $1.9M 0.46% -856.0 -4.2% $96.12 -50.3%
53 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,728.0 $1.9M 0.46% +136.0 +1.6% $216.60 -7.9%
54 CVX CHEVRON CORPORATION Energy 11,254.0 $1.9M 0.45% +529.0 +4.9% $165.76 +20.8%
55 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,058.0 $1.9M 0.45% -73.0 -1.8% $459.13 +19.8%
56 HRL HORMEL FOODS CORP Consumer Defensive 74,585.0 $1.9M 0.45% $24.82 -4.6%
57 CME CME GROUP INC Financial Services 8,178.0 $1.8M 0.44% +111.0 +1.4% $220.84 +27.2%
58 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6,902.0 $1.8M 0.44% +163.0 +2.4% $261.37 +31.3%
59 V VISA INC Financial Services 5,159.0 $1.8M 0.43% +78.0 +1.5% $343.10 +11.9%
60 IVV ISHARES TR 2,339.0 $1.8M 0.43% -120.0 -4.9% $748.91 +2.8%
Page 3 of 10  ·  181 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 25.3%
Technology 21.3%
Industrials 12.2%
Consumer Defensive 10.1%
Consumer Cyclical 9.9%
Healthcare 7.8%
Energy 7.0%
Communication Services 4.8%
Basic Materials 1.0%
Real Estate 0.6%