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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 6 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NVDA NVIDIA CORPORATION Technology 200.0 $40K 0.03% $200.09 +8.7%
102 VIRTUS DIVIDEND INTEREST & PR 2,600.0 $39K 0.03% $15.19
103 QCOM QUALCOMM INCORPORATED Technology 211.0 $39K 0.03% $184.79 -11.1%
104 NEM NEWMONT CORPORATION Basic Materials 415.0 $39K 0.03% $93.40 +37.0%
105 PG PROCTER & GAMBLE COMPANY Consumer Defensive 261.0 $38K 0.03% $146.64 -2.0%
106 QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 204.0 $38K 0.03% $186.86 +4.5%
107 SCHW SCHWAB CHARLES CORPORATION Financial Services 400.0 $37K 0.03% -100.0 -20.0% $92.27 +19.4%
108 EMR EMERSON ELEC COMPANY Industrials 256.0 $37K 0.03% $143.15 +8.4%
109 EPD ENTERPRISE PRODUCTS PARTNERS L P 996.0 $37K 0.03% $36.76
110 MO ALTRIA GROUP INCORPORATED Consumer Defensive 500.0 $36K 0.02% $71.95 -4.6%
111 LNG CHENIERE ENERGY INCORPORATED COM NEW Energy 150.0 $36K 0.02% $239.01 +18.1%
112 HWM HOWMET AEROSPACE INCORPORATED Industrials 133.0 $36K 0.02% $268.86 -1.5%
113 JPM JPMORGAN CHASE & COMPANY Financial Services 109.0 $36K 0.02% $327.33 +9.3%
114 MKSI MKS INCORPORATED. Technology 78.0 $35K 0.02% $444.81 -42.5%
115 HPQ HP INCORPORATED Technology 1,578.0 $35K 0.02% $21.94 +39.1%
116 WMT WALMART INC Consumer Defensive 300.0 $34K 0.02% $113.26 -9.0%
117 PSX PHILLIPS 66 Energy 200.0 $34K 0.02% $169.05 +44.3%
118 SSUS DAY HAGAN SMART SECTOR ETF 600.0 $33K 0.02% $55.31 +1.9%
119 MPC MARATHON PETE CORPORATION Energy 120.0 $31K 0.02% $255.68 +44.3%
120 NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 431.0 $29K 0.02% -2K -79.5% $68.16 -4.2%
Page 6 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%