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Portfolio (Quarterly) Guide ↗

Accordant Advisory Group Inc

· CIK 0002013499
13F Portfolio $148M AUM 242 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 17 Added 33 Reduced 11 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T INCORPORATED Communication Services 817.0 $17K 0.01% -500.0 -38.0% $20.70 +25.6%
22 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 97.0 $8K 0.01% -1.0 -1.0% $82.64 +0.0%
23 IDRV ISHARES TR SELF DRIVNG EV 132.0 $5K 0.00% -114K -99.9% $38.11 -2.9%
24 AVDE AVANTIS INTERNATIONAL EQUITY ETF 40.0 $4K 0.00% -33K -99.9% $89.20 +5.2%
25 LAND GLADSTONE LD CORPORATION REIT Real Estate 211.0 $2K 0.00% -79.0 -27.2% $8.53 +5.1%
26 EXPAND ENERGY CORPORATION 15.0 $1K 0.00% -37K -100.0% $91.20
27 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 12.0 $1K 0.00% -21.0 -63.6% $107.50 -2.0%
28 LNC LINCOLN NATL CORPORATION IND Financial Services 36.0 $1K 0.00% -27.0 -42.9% $35.36 +22.4%
29 AR ANTERO RESOURCES CORPORATION Energy 33.0 $1K 0.00% -45K -99.9% $35.15 +9.4%
30 TRC TEJON RANCH COMPANY Industrials 45.0 $842.0 0.00% -35.0 -43.8% $18.71 -13.4%
31 ENCORE ENERGY CORPORATION COM NEW (CANADA) 242.0 $318.0 -195.0 -44.6% $1.31
32 JXN JACKSON FINANCIAL INCORPORATED COM CLASS A Financial Services 2.0 $205.0 -7K -100.0% $102.50 +30.9%
33 OKLO OKLO INCORPORATED COM CLASS A Utilities 2.0 $105.0 -7K -100.0% $52.50 -23.5%
Page 2 of 2  ·  33 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 37.2%
Energy 18.8%
Real Estate 17.3%
Basic Materials 11.2%
Technology 6.7%
Consumer Defensive 3.9%
Healthcare 1.9%
Consumer Cyclical 1.3%
Industrials 1.1%
Communication Services 0.5%