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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $372M AUM 513 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New 119 Added 132 Reduced 158 Exited
Page 15 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XPRO EXPRO GROUP HOLDINGS NV Energy 687.0 $12K 0.00% +93.0 +15.7% $17.41 -20.6%
282 UNP UNION PAC CORP Industrials 49.0 $12K 0.00% -18.0 -26.9% $242.63 +5.9%
283 AHR AMERICAN HEALTHCARE REIT INC Real Estate 250.0 $12K 0.00% -49.0 -16.4% $47.41 -1.9%
284 SANM SANMINA CORP Technology 91.0 $12K 0.00% NEW $129.65 +86.3%
285 IFS INTERCORP FINL SVCS INC Financial Services 234.0 $12K 0.00% -49.0 -17.3% $50.20 +14.1%
286 TEX TEREX CORP NEW Industrials 196.0 $12K 0.00% NEW $59.10 +13.1%
287 BTI BRITISH AMERN TOB PLC Consumer Defensive 195.0 $12K 0.00% NEW $59.31 -0.7%
288 SFM SPROUTS FMRS MKT INC Consumer Defensive 149.0 $11K 0.00% -55.0 -27.0% $77.13 +4.4%
289 COP CONOCOPHILLIPS Energy 87.0 $11K 0.00% $132.00 -18.4%
290 TSCO TRACTOR SUPPLY CO Consumer Cyclical 250.0 $11K 0.00% -13.0 -4.9% $45.30 -33.2%
291 CGNX COGNEX CORP Technology 227.0 $11K 0.00% NEW $48.99 +34.9%
292 ORA ORMAT TECHNOLOGIES INC Utilities 99.0 $11K 0.00% +23.0 +30.3% $111.93 +14.1%
293 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 38.0 $11K 0.00% -77.0 -67.0% $290.50 -3.5%
294 AR ANTERO RESOURCES CORP Energy 260.0 $11K 0.00% $42.44 -21.7%
295 KB KB FINL GROUP INC Financial Services 110.0 $11K 0.00% NEW $99.74 +7.1%
296 SBUX STARBUCKS CORP Consumer Cyclical 120.0 $11K 0.00% -317.0 -72.5% $89.59 +12.3%
297 STRL STERLING INFRASTRUCTURE INC Industrials 26.0 $11K 0.00% NEW $407.31 +111.6%
298 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 487.0 $11K 0.00% NEW $21.66 +13.0%
299 IEMG ISHARES INC 151.0 $11K 0.00% -825.0 -84.5% $69.75 +22.8%
300 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 115.0 $10K 0.00% -32.0 -21.8% $90.68 +6.9%
Page 15 of 22  ·  439 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 36.8%
Healthcare 20.3%
Communication Services 11.8%
Consumer Cyclical 9.3%
Financial Services 9.0%
Industrials 4.4%
Consumer Defensive 4.0%
Utilities 1.5%
Energy 1.4%
Basic Materials 0.9%