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Portfolio (Quarterly) Guide ↗

Accordant Advisory Group Inc

· CIK 0002013499
13F Portfolio $145M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 175 New
Page 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XT ISHARES FUTURE EXPONENTIAL TECHS ETF 98.0 $7K 0.01% NEW $69.74 +16.1%
142 CARR CARRIER GLOBAL CORP Industrials 112.0 $6K 0.00% NEW $52.85 +19.5%
143 KRP KIMBELL ROYALTY PARTNERS LP Energy 500.0 $6K 0.00% NEW $11.76 +29.2%
144 SOLS SOLSTICE ADVANCED MATERIALS INC Basic Materials 119.0 $6K 0.00% NEW $48.59 +68.3%
145 OTIS OTIS WORLDWIDE CORP Industrials 56.0 $5K 0.00% NEW $87.36 -16.7%
146 D DOMINION ENERGY INC Utilities 71.0 $4K 0.00% NEW $58.59 +15.5%
147 SMR NUSCALE POWER CORP Utilities 180.0 $3K 0.00% NEW $14.17 -19.6%
148 SHOP SHOPIFY INC Technology 10.0 $2K 0.00% NEW $161.00 -36.0%
149 PJT PJT PARTNERS INC Financial Services 7.0 $1K 0.00% NEW $167.29 -6.4%
150 NEW GOLD INC 100.0 $871.0 0.00% NEW $8.71
151 B BARRICK MINING CORP Basic Materials 18.0 $784.0 0.00% NEW $43.56 -6.6%
152 HPE HEWLETT PACKARD ENTERPRISE CO Technology 31.0 $745.0 0.00% NEW $24.03 +56.4%
153 HPQ HP INC Technology 31.0 $691.0 NEW $22.29 +13.2%
154 UNH UNITEDHEALTH GROUP INC Healthcare 2.0 $661.0 NEW $330.50 +17.5%
155 CAVA CAVA GROUP INC Consumer Cyclical 11.0 $646.0 NEW $58.73 +36.9%
156 NUE NUCOR CORP Basic Materials 3.0 $490.0 NEW $163.33 +42.0%
157 VALE VALE SA Basic Materials 36.0 $470.0 NEW $13.06 +26.2%
158 WBD WARNER BROS. DISCOVERY INC Communication Services 16.0 $462.0 NEW $28.88 -6.4%
159 PCAR PACCAR INC Industrials 4.0 $439.0 NEW $109.75 -0.4%
160 POTLATCHDELTIC CORP 11.0 $438.0 NEW $39.82
Page 8 of 9  ·  175 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
Financial Services 44.6%
Real Estate 18.5%
Basic Materials 14.0%
Energy 13.6%
Consumer Defensive 3.5%
Industrials 3.0%
Technology 1.0%
Utilities 0.6%
Healthcare 0.5%
Communication Services 0.4%