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Portfolio (Quarterly) Guide ↗

Abound Wealth Management

· CIK 0001950323
13F Portfolio $427M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1430 New
Page 56 of 72  ·  1,430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SKY CHAMPION HOMES INC Consumer Cyclical 3.0 $254.0 NEW $84.67 -17.6%
1102 BANC BANC OF CALIFORNIA INC Financial Services 13.0 $251.0 NEW $19.31 -2.6%
1103 PHIN PHINIA INC Consumer Cyclical 4.0 $251.0 NEW $62.75 +18.8%
1104 CPK CHESAPEAKE UTILS CORP Utilities 2.0 $250.0 NEW $125.00 +1.6%
1105 MTRN MATERION CORP Basic Materials 2.0 $249.0 NEW $124.50 +68.8%
1106 SEALED AIR CORP NEW 6.0 $249.0 NEW $41.50
1107 MATX MATSON INC Industrials 2.0 $248.0 NEW $124.00 +47.4%
1108 DORM DORMAN PRODS INC Consumer Cyclical 2.0 $247.0 NEW $123.50 -3.9%
1109 KRYS KRYSTAL BIOTECH INC Healthcare 1.0 $247.0 NEW $247.00 +23.2%
1110 TDS TELEPHONE & DATA SYS INC Communication Services 6.0 $246.0 NEW $41.00 +1.5%
1111 NMIH NMI HLDGS INC Financial Services 6.0 $245.0 NEW $40.83 -7.5%
1112 TMDX TRANSMEDICS GROUP INC Healthcare 2.0 $244.0 NEW $122.00 -44.3%
1113 XPEV XPENG INC Consumer Cyclical 12.0 $244.0 NEW $20.33 -25.5%
1114 RL RALPH LAUREN CORP Consumer Cyclical 1.0 $241.0 NEW $241.00 +36.6%
1115 TPG TPG INC Financial Services 4.0 $240.0 NEW $60.00 -32.2%
1116 CALM CAL MAINE FOODS INC Consumer Defensive 3.0 $239.0 NEW $79.67 -3.4%
1117 OPLN OPENLANE INC Consumer Cyclical 8.0 $239.0 NEW $29.88 +17.3%
1118 AGYS AGILYSYS INC Technology 2.0 $238.0 NEW $119.00 -33.2%
1119 FUL FULLER H B CO Basic Materials 4.0 $238.0 NEW $59.50 -5.3%
1120 JOE ST JOE CO Real Estate 4.0 $238.0 NEW $59.50 +7.6%
Page 56 of 72  ·  1,430 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 34.6%
Financial Services 25.5%
Consumer Cyclical 15.9%
Communication Services 6.9%
Industrials 4.1%
Energy 3.8%
Healthcare 3.4%
Consumer Defensive 2.3%
Utilities 1.8%
Real Estate 0.9%