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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 7 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UTHR UNITED THERAPEUTICS CORPORATION DEL Healthcare 38.0 $23K 0.01% NEW $593.00 -4.1%
122 IBM INTERNATIONAL BUSINESS MACHINES Technology 92.0 $22K 0.01% -100.0 -52.1% $242.39 +4.7%
123 ADM ARCHER DANIELS MIDLAND COMPANY Consumer Defensive 306.0 $22K 0.01% $72.69 +6.6%
124 RCL ROYAL CARIBBEAN GROUP (LIBERIA) Consumer Cyclical 80.0 $22K 0.01% NEW $275.19 -6.9%
125 WY WEYERHAEUSER COMPANY COM NEW REIT Real Estate 870.0 $21K 0.01% +163.0 +23.1% $24.43 -3.2%
126 IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH 440.0 $21K 0.01% NEW $48.15 +5.1%
127 ACWI ISHARES TR MSCI ACWI ETF 153.0 $21K 0.01% NEW $138.37 +12.7%
128 ALL ALLSTATE CORPORATION Financial Services 97.0 $20K 0.01% $207.34 +4.5%
129 VTIP VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD 400.0 $20K 0.01% NEW $49.95 +0.5%
130 KMB KIMBERLY-CLARK CORPORATION Consumer Defensive 207.0 $20K 0.01% $96.47 +2.8%
131 BA BOEING COMPANY Industrials 100.0 $20K 0.01% $199.03 +10.0%
132 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 704.0 $20K 0.01% NEW $27.85 +10.7%
133 MMM 3M COMPANY Industrials 135.0 $20K 0.01% -66.0 -32.8% $145.24 +5.0%
134 AMAT APPLIED MATLS INCORPORATED Technology 56.0 $19K 0.01% NEW $341.80 +26.4%
135 FTCS FIRST TRUST CAPITAL STRENGTH ETF 200.0 $19K 0.01% $92.76 +1.9%
136 EBAY EBAY INCORPORATED. Consumer Cyclical 200.0 $18K 0.01% NEW $91.02 +27.2%
137 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 200.0 $18K 0.01% $90.14 +14.7%
138 MKSI MKS INCORPORATED. Technology 78.0 $18K 0.01% NEW $229.82 +39.5%
139 EMXC ISHARES INCORPORATED MSCI EMRG CHN 216.0 $17K 0.01% +16.0 +8.0% $78.66 +21.5%
140 LUCD LUCID DIAGNOSTICS INCORPORATED Healthcare 14,300.0 $16K 0.01% $1.15 -7.0%
Page 7 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%