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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $347M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 525 New
Page 16 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HNI HNI CORP Industrials 237.0 $10K 0.00% NEW $42.04 -17.1%
302 PPG PPG INDS INC Basic Materials 93.0 $10K 0.00% NEW $102.46 +15.4%
303 OGS ONE GAS INC Utilities 123.0 $10K 0.00% NEW $77.25 -0.6%
304 STNE STONECO LTD Technology 638.0 $9K 0.00% NEW $14.79 -28.4%
305 KBR KBR INC Industrials 233.0 $9K 0.00% NEW $40.42 -18.8%
306 BE BLOOM ENERGY CORP Industrials 108.0 $9K 0.00% NEW $86.90 +278.5%
307 PNTG PENNANT GROUP INC Healthcare 331.0 $9K 0.00% NEW $28.15 +18.8%
308 ICICI BANK LIMITED 310.0 $9K 0.00% NEW $29.80
309 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 98.0 $9K 0.00% NEW $93.96 +20.8%
310 AMD ADVANCED MICRO DEVICES INC Technology 358.0 $9K 0.00% NEW $25.65 +1995.2%
311 VIST VISTA ENERGY S.A.B. DE C.V. Energy 185.0 $9K 0.00% NEW $48.66 +40.9%
312 JEPQ J P MORGAN EXCHANGE TRADED F 153.0 $9K 0.00% NEW $58.70 +4.5%
313 IONQ IONQ INC Technology 200.0 $9K 0.00% NEW $44.87 +26.0%
314 AR ANTERO RESOURCES CORP Energy 260.0 $9K 0.00% NEW $34.46 -3.6%
315 TLTW ISHARES TR 395.0 $9K 0.00% NEW $22.67 -1.2%
316 PANW PALO ALTO NETWORKS INC Technology 47.0 $9K 0.00% NEW $184.21 +56.2%
317 INDA ISHARES TR 157.0 $8K 0.00% NEW $54.05 -8.3%
318 CXM SPRINKLR INC Technology 1,089.0 $8K 0.00% NEW $7.78 -35.2%
319 LRN STRIDE INC Consumer Defensive 130.0 $8K 0.00% NEW $64.93 +27.5%
320 NOW SERVICENOW INC Technology 55.0 $8K 0.00% NEW $153.20 -38.0%
Page 16 of 27  ·  525 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 38.7%
Healthcare 25.2%
Communication Services 11.3%
Financial Services 8.5%
Consumer Cyclical 7.5%
Consumer Defensive 4.3%
Industrials 3.3%
Energy 0.5%
Utilities 0.5%
Real Estate 0.1%