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Portfolio (Quarterly) Guide ↗

Abound Wealth Management

· CIK 0001950323
13F Portfolio $440M AUM 1,492 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New 363 Added 266 Reduced 135 Exited
Page 63 of 75  ·  1,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 BTU PEABODY ENGR CORP Energy 6.0 $198.0 -3.0 -33.3% $33.00 -24.8%
1242 ACMR ACM RESH INC Technology 5.0 $197.0 +1.0 +25.0% $39.40 +178.9%
1243 OGN ORGANON & CO Healthcare 33.0 $197.0 $5.97 +125.0%
1244 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1.0 $196.0 $196.00 +0.5%
1245 CALX CALIX INC Technology 4.0 $196.0 $49.00 -22.6%
1246 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2.0 $196.0 $98.00 +11.8%
1247 VKTX VIKING THERAPEUTICS INC Healthcare 6.0 $196.0 NEW $32.67 -7.0%
1248 MWA MUELLER WTR PRODS INC Industrials 7.0 $193.0 $27.57 -5.2%
1249 MKL MARKEL GROUP INC Financial Services $192.0 NEW
1250 URBN URBAN OUTFITTERS INC Consumer Cyclical 3.0 $191.0 $63.67 +20.0%
1251 L LOEWS CORP Financial Services 2.0 $190.0 $95.00 +12.9%
1252 GMAB GENMAB A/S Healthcare 7.0 $188.0 $26.86 -5.9%
1253 ACLS AXCELIS TECHNOLOGIES INC Technology 2.0 $187.0 $93.50 +100.6%
1254 FR FIRST INDL RLTY TR INC Real Estate 3.0 $186.0 $62.00 -0.3%
1255 PJT PJT PARTNERS INC Financial Services 1.0 $186.0 -2.0 -66.7% $186.00 -16.4%
1256 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 4.0 $186.0 -2.0 -33.3% $46.50 +76.1%
1257 FELE FRANKLIN ELEC INC Industrials 2.0 $185.0 $92.50 +12.6%
1258 VSEC VSE CORP Industrials 1.0 $185.0 NEW $185.00 +18.5%
1259 SCHM SCHWAB STRATEGIC TR 6.0 $181.0 $30.17 +19.6%
1260 VSH VISHAY INTERTECHNOLOGY INC Technology 10.0 $180.0 +1.0 +11.1% $18.00 +260.6%
Page 63 of 75  ·  1,491 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 32.8%
Financial Services 26.0%
Consumer Cyclical 14.1%
Communication Services 6.9%
Energy 5.2%
Industrials 4.6%
Healthcare 3.7%
Consumer Defensive 2.4%
Utilities 2.3%
Real Estate 1.0%