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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $472M AUM 493 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 96 New 119 Added 136 Reduced 42 Exited
Page 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NPK INTERNATIONAL INC 777.0 $12K 0.00% +136.0 +21.2% $15.91
102 SN SHARKNINJA INC Consumer Cyclical 77.0 $12K 0.00% +12.0 +18.5% $152.27 +20.7%
103 CDE COEUR MNG INC Basic Materials 687.0 $11K 0.00% +141.0 +25.8% $16.32 +32.3%
104 BSX BOSTON SCIENTIFIC CORP Healthcare 257.0 $11K 0.00% +31.0 +13.7% $42.68 +16.8%
105 CPK CHESAPEAKE UTILS CORP Utilities 82.0 $10K 0.00% +18.0 +28.1% $123.06 +9.8%
106 STAG STAG INDUSTRIAL INC Real Estate 257.0 $10K 0.00% +14.0 +5.8% $38.06 -2.5%
107 KNF KNIFE RIVER CORP Basic Materials 107.0 $9K 0.00% +23.0 +27.4% $83.65 -21.4%
108 OGS ONE GAS INC Utilities 114.0 $9K 0.00% +22.0 +23.9% $77.07 +4.4%
109 CARG CARGURUS INC Consumer Cyclical 242.0 $8K 0.00% +49.0 +25.4% $34.09 +6.9%
110 BKNG BOOKING HOLDINGS INC Consumer Cyclical 46.0 $8K 0.00% +45.0 +4500.0% $178.26 +19.9%
111 SBS COMPANHIA DE SANEAMENTO BASI Utilities 1,355.0 $8K 0.00% +1K +400.0% $5.78 -16.8%
112 LHX L3HARRIS TECHNOLOGIES INC Industrials 23.0 $7K 0.00% +8.0 +53.3% $292.22 -10.3%
113 YUMC YUM CHINA HLDGS INC Consumer Cyclical 164.0 $7K 0.00% +15.0 +10.1% $40.87 +18.8%
114 RGTI RIGETTI COMPUTING INC Technology 345.0 $7K 0.00% +46.0 +15.4% $19.32 -12.3%
115 NU NU HLDGS LTD Financial Services 479.0 $6K 0.00% +69.0 +16.8% $13.36 +13.2%
116 SSRM SSR MINING IN Basic Materials 176.0 $5K 0.00% +33.0 +23.1% $28.28 +38.6%
117 OKLO OKLO INC Utilities 42.0 $2K +10.0 +31.2% $52.33 -15.4%
118 DAL DELTA AIR LINES INC Industrials 22.0 $2K +3.0 +15.8% $93.68 -10.7%
119 IWF ISHARES TR 8.0 $994.0 +5.0 +166.7% $124.25 -1.9%
Page 6 of 6  ·  119 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
Technology 43.6%
Healthcare 9.5%
Consumer Cyclical 9.5%
Communication Services 9.0%
Financial Services 8.7%
Industrials 7.8%
Consumer Defensive 3.5%
Utilities 3.1%
Energy 2.4%
Basic Materials 1.7%