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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 8 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VTIP VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD 400.0 $20K 0.01% $50.23 -1.2%
142 SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 149.0 $20K 0.01% $134.56 +22.7%
143 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 471.0 $20K 0.01% $42.34 +18.3%
144 ADM ARCHER DANIELS MIDLAND COMPANY Consumer Defensive 256.0 $20K 0.01% -50.0 -16.3% $76.40 +6.7%
145 STT STATE STR CORPORATION Financial Services 115.0 $20K 0.01% $169.60 +14.0%
146 SLVP ISHARES INCORPORATED MSCI GLB SLV&MTL 619.0 $19K 0.01% -6K -90.9% $30.83 +30.6%
147 FTCS FIRST TRUST CAPITAL STRENGTH ETF 200.0 $19K 0.01% $93.92 +7.9%
148 ZION ZIONS BANCORPORATION NATL ASSOCIATION Financial Services 271.0 $19K 0.01% $69.19 -2.0%
149 WSM WILLIAMS SONOMA INCORPORATED Consumer Cyclical 73.0 $17K 0.01% $233.11 +0.8%
150 T AT&T INCORPORATED Communication Services 817.0 $17K 0.01% -500.0 -38.0% $20.70 +25.6%
151 IVV ISHARES TR CORE S&P500 ETF 22.0 $16K 0.01% $748.91 +3.2%
152 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 48.0 $16K 0.01% $330.12 +12.0%
153 MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A Consumer Defensive 269.0 $16K 0.01% $57.84 +7.8%
154 LUCD LUCID DIAGNOSTICS INCORPORATED Healthcare 14,300.0 $15K 0.01% $1.07 -7.3%
155 AIZ ASSURANT INCORPORATED Financial Services 56.0 $15K 0.01% $268.54 +6.4%
156 ORCL ORACLE CORPORATION Technology 100.0 $15K 0.01% $146.55 +2.8%
157 THC TENET HEALTHCARE CORPORATION COM NEW Healthcare 77.0 $14K 0.01% $187.09 +42.6%
158 GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) Healthcare 269.0 $14K 0.01% $52.42 -3.1%
159 NI NISOURCE INCORPORATED Utilities 290.0 $14K 0.01% $47.55 -14.7%
160 CVS CVS HEALTH CORPORATION Healthcare 125.0 $13K 0.01% $103.46 -10.0%
Page 8 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%