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Portfolio (Quarterly) Guide ↗

Accordant Advisory Group Inc

· CIK 0002013499
13F Portfolio $161M AUM 238 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 52 Added 38 Reduced 26 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TCAF T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY 2,989.0 $106K 0.07% -6K -65.0% $35.59 +13.6%
22 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 143.0 $93K 0.06% -2.0 -1.4% $650.34 +14.7%
23 PM PHILIP MORRIS INTERNATIONAL INCORPORATED Consumer Defensive 500.0 $83K 0.05% -100.0 -16.7% $165.34 +14.3%
24 AMZN AMAZON COM INCORPORATED Consumer Cyclical 279.0 $58K 0.04% -97.0 -25.8% $208.27 +27.9%
25 MO ALTRIA GROUP INCORPORATED Consumer Defensive 500.0 $33K 0.02% -100.0 -16.7% $65.99 +12.0%
26 SSUS DAY HAGAN SMART SECTOR ETF 600.0 $28K 0.02% -155.0 -20.5% $46.69 +17.0%
27 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 471.0 $24K 0.01% -356.0 -43.0% $50.20 -3.7%
28 IBM INTERNATIONAL BUSINESS MACHINES Technology 92.0 $22K 0.01% -100.0 -52.1% $242.39 +4.7%
29 MMM 3M COMPANY Industrials 135.0 $20K 0.01% -66.0 -32.8% $145.24 +5.0%
30 CVS CVS HEALTH CORPORATION Healthcare 125.0 $9K 0.01% -175.0 -58.3% $71.82 +29.8%
31 ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF 151.0 $7K 0.00% -1.0 -0.7% $46.17 +21.0%
32 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 33.0 $3K 0.00% -14K -99.8% $98.39 +2.7%
33 LAND GLADSTONE LD CORPORATION REIT Real Estate 290.0 $3K 0.00% -128K -99.8% $10.20 -5.6%
34 LNC LINCOLN NATL CORPORATION IND Financial Services 63.0 $2K 0.00% -42K -99.8% $35.51 +1.5%
35 FLIN FRANKLIN FTSE INDIA ETF 47.0 $2K 0.00% -7K -99.3% $33.23 +4.3%
36 TRC TEJON RANCH COMPANY Industrials 80.0 $2K 0.00% -49K -99.8% $18.85 +2.1%
37 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 30.0 $997.0 0.00% -619.0 -95.4% $33.23 +21.2%
38 ENCORE ENERGY CORPORATION COM NEW (CANADA) 437.0 $787.0 -295K -99.8% $1.80
Page 2 of 2  ·  38 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 41.8%
Real Estate 19.3%
Basic Materials 15.2%
Energy 14.7%
Consumer Defensive 4.0%
Technology 2.1%
Industrials 1.0%
Healthcare 0.8%
Communication Services 0.4%
Utilities 0.3%