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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 7 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SYY SYSCO CORPORATION Consumer Defensive 350.0 $29K 0.02% $83.58 -2.0%
122 IBM INTERNATIONAL BUSINESS MACHINES Technology 92.0 $26K 0.02% $281.22 -16.2%
123 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 700.0 $26K 0.02% $36.95 +14.1%
124 URNM SPROTT FDS TR URANIUM MINING ETF 482.0 $25K 0.02% -7K -93.4% $52.59 +7.7%
125 ACWI ISHARES TR MSCI ACWI ETF 153.0 $24K 0.02% $156.97 +2.6%
126 CRM SALESFORCE INCORPORATED Technology 150.0 $23K 0.02% $156.66 +63.4%
127 ALL ALLSTATE CORPORATION Financial Services 97.0 $23K 0.02% $237.95 +9.5%
128 IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH 439.0 $23K 0.02% $52.38 +2.2%
129 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 295.0 $23K 0.01% $77.54 +17.2%
130 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 200.0 $23K 0.01% $113.69 -2.2%
131 KMB KIMBERLY-CLARK CORP Consumer Defensive 207.0 $23K 0.01% $109.77 -0.2%
132 EBAY EBAY INCORPORATED. Consumer Cyclical 200.0 $22K 0.01% $111.75 -5.5%
133 EMXC ISHARES INCORPORATED MSCI EMRG CHN 216.0 $22K 0.01% $102.30 -4.1%
134 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 704.0 $22K 0.01% $31.10 +4.5%
135 MMM 3M COMPANY Industrials 135.0 $22K 0.01% $161.91 +7.7%
136 BA BOEING COMPANY Industrials 100.0 $22K 0.01% $216.47 -3.1%
137 WY WEYERHAEUSER COMPANY COM NEW REIT Real Estate 870.0 $21K 0.01% $23.94 -1.3%
138 QQQ INVESCO QQQ TRUST Financial Services 28.0 $21K 0.01% $736.43 -2.7%
139 UTHR UNITED THERAPEUTICS CORPORATION DEL Healthcare 38.0 $21K 0.01% $541.84 -4.9%
140 R RYDER SYSTEMS INCORPORATED Industrials 78.0 $21K 0.01% $263.78 -6.8%
Page 7 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%