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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 11 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FLIN FRANKLIN FTSE INDIA ETF 47.0 $2K 0.00% $35.57 +0.3%
202 HODL VANECK BITCOIN ETF 100.0 $2K 0.00% $16.61 +31.9%
203 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND 8.0 $2K 0.00% $191.75 -6.6%
204 ATO ATMOS ENERGY CORPORATION Utilities 8.0 $1K 0.00% $172.38 -3.3%
205 EXPAND ENERGY CORPORATION 15.0 $1K 0.00% -37K -100.0% $91.20
206 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 12.0 $1K 0.00% -21.0 -63.6% $107.50 -2.0%
207 LNC LINCOLN NATL CORPORATION IND Financial Services 36.0 $1K 0.00% -27.0 -42.9% $35.36 +22.4%
208 AR ANTERO RESOURCES CORPORATION Energy 33.0 $1K 0.00% -45K -99.9% $35.15 +9.4%
209 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 30.0 $1K 0.00% $37.97 -5.8%
210 DXC DXC TECHNOLOGY COMPANY Technology 125.0 $1K 0.00% $8.86 +26.6%
211 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 14.0 $1K 0.00% $78.29 -2.8%
212 PJT PJT PARTNERS INCORPORATED COM CLASS A Financial Services 7.0 $1K 0.00% $151.00 +21.1%
213 BKR BAKER HUGHES COMPANY CLASS A Energy 19.0 $1K 0.00% $55.53 +12.4%
214 GUARDIAN METAL RES PLC SPONSORED ADS 62.0 $869.0 0.00% NEW $14.02
215 CAVA CAVA GROUP INCORPORATED Consumer Cyclical 11.0 $864.0 0.00% $78.55 -14.8%
216 TII TITAN MINING CORPORATION COM SHS NEW (CANADA) Basic Materials 386.0 $846.0 0.00% +81.0 +26.6% $2.19 +39.6%
217 TRC TEJON RANCH COMPANY Industrials 45.0 $842.0 0.00% -35.0 -43.8% $18.71 -13.4%
218 RYN RAYONIER INCORPORATED REIT Real Estate 38.0 $809.0 0.00% $21.29 -4.3%
219 CDE COEUR MINING INCORPORATED COM NEW Basic Materials 49.0 $800.0 0.00% $16.33 +29.4%
220 MOO VANECK AGRIBUSINESS ETF 10.0 $792.0 0.00% $79.20 +7.3%
Page 11 of 13  ·  242 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%