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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 6 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 1,499.0 $36K 0.02% +1K +4735.5% $23.81 +57.8%
102 QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 204.0 $35K 0.02% NEW $171.64 +8.6%
103 NVDA NVIDIA CORPORATION Technology 200.0 $35K 0.02% $174.40 +23.5%
104 KLAC KLA CORPORATION COM NEW Technology 23.0 $34K 0.02% NEW $1472.43 +28.2%
105 EMR EMERSON ELEC COMPANY Industrials 256.0 $34K 0.02% $131.02 +4.1%
106 MO ALTRIA GROUP INCORPORATED Consumer Defensive 500.0 $33K 0.02% -100.0 -16.7% $65.99 +12.0%
107 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 700.0 $33K 0.02% +400.0 +133.3% $47.00 -5.6%
108 VIRTUS DIVIDEND INTEREST & PR 2,600.0 $33K 0.02% $12.61
109 JPM JPMORGAN CHASE & COMPANY Financial Services 109.0 $32K 0.02% NEW $294.17 +4.2%
110 ANET ARISTA NETWORKS INCORPORATED COM SHS Technology 252.0 $31K 0.02% NEW $122.78 +25.5%
111 HWM HOWMET AEROSPACE INCORPORATED Industrials 133.0 $31K 0.02% $230.47 +11.3%
112 HPQ HP INCORPORATED Technology 1,578.0 $30K 0.02% +2K +4990.3% $19.21 +31.4%
113 MPC MARATHON PETE CORPORATION Energy 120.0 $29K 0.02% $244.18 +4.3%
114 SSUS DAY HAGAN SMART SECTOR ETF 600.0 $28K 0.02% -155.0 -20.5% $46.69 +17.0%
115 CRM SALESFORCE INCORPORATED Technology 150.0 $28K 0.02% NEW $186.67 -3.5%
116 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 295.0 $27K 0.02% NEW $93.00 -7.8%
117 QCOM QUALCOMM INCORPORATED Technology 211.0 $27K 0.02% +11.0 +5.5% $128.78 +84.9%
118 ESPO VANECK VIDEO GAMING AND ESPORTS ETF 300.0 $27K 0.02% $90.50 -1.5%
119 SYY SYSCO CORPORATION Consumer Defensive 350.0 $25K 0.01% +200.0 +133.3% $71.33 +7.0%
120 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 471.0 $24K 0.01% -356.0 -43.0% $50.20 -3.7%
Page 6 of 12  ·  238 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%