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Portfolio (Quarterly) Guide ↗

Accent Capital Management, LLC

· CIK 0002014179
13F Portfolio $206M AUM 338 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 61 Added 64 Reduced 79 Exited
Page 1 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SUMITOMO ELEC INDS L ADR 1,775.0 $98K 0.05% NEW $55.20
2 MITSUBISHI ELEC CORP ADR 1,386.0 $90K 0.04% NEW $64.87
3 SCHNEIDER ELEC SA ADR 1,550.0 $84K 0.04% NEW $54.43
4 NVS NOVARTIS AG ADR Healthcare 454.0 $69K 0.03% NEW $152.75 +1.7%
5 SHEL SHELL PLC ADR Energy 745.0 $69K 0.03% NEW $93.00 -17.7%
6 ADVANTEST CORP ADR 464.0 $63K 0.03% NEW $135.81
7 ROLLS-ROYCE HOLDINGS ADR 2,866.0 $44K 0.02% NEW $15.42
8 ANGLO AMERN PLC ADR 2,031.0 $44K 0.02% NEW $21.62
9 BAE SYS PLC ADR 371.0 $43K 0.02% NEW $116.50
10 GSK GSK PLC ADR ADR Healthcare 781.0 $43K 0.02% NEW $55.19 -4.9%
11 PBR PETROLEO BRASILEIRO ADR Energy 2,044.0 $42K 0.02% NEW $20.75 -21.5%
12 CNQ CANADIAN NAT RES LTD Energy 869.0 $42K 0.02% NEW $48.73 -19.0%
13 WUXI BIOLOGICS CAYMA ADR 3,901.0 $33K 0.02% NEW $8.57
14 SIEMENS HEALTHINEERS ADR 1,552.0 $33K 0.02% NEW $21.19
15 RWE AG ADR 480.0 $32K 0.02% NEW $67.30
16 MTU AERO ENGINES HLD ADR 178.0 $32K 0.02% NEW $181.23
17 DASSAULT AVIATION SA 87.0 $32K 0.02% NEW $368.80
18 IBERDROLA S A ADR 347.0 $32K 0.02% NEW $92.24
19 EPIROC AKTIEBOLAG A ADR 893.0 $22K 0.01% NEW $24.62
20 LONDON STK EXCHANGE ADR 727.0 $22K 0.01% NEW $29.83
Page 1 of 4  ·  65 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
Technology 38.8%
Communication Services 20.4%
Financial Services 14.4%
Consumer Cyclical 12.4%
Consumer Defensive 6.0%
Industrials 4.2%
Healthcare 3.2%
Energy 0.2%
Basic Materials 0.2%
Real Estate 0.0%