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Portfolio (Quarterly) Guide ↗

Accent Capital Management, LLC

· CIK 0002014179
13F Portfolio $233M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 348 New
Page 10 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FRONTDOOR INC 192.0 $11K 0.01% NEW $57.69
182 NIPPON ELECTRIC GL 300.0 $11K 0.01% NEW $36.89
183 REAL THE REALREAL INC Consumer Cyclical 690.0 $11K 0.01% NEW $15.78 -42.6%
184 IMAX IMAX CORP Communication Services 293.0 $11K 0.01% NEW $36.96 -9.1%
185 SAFESTORE HOLDINGS P 1,092.0 $11K 0.01% NEW $9.92
186 LTM LATAM AIRLINES GROUP ADR Industrials 200.0 $11K 0.01% NEW $54.01 -13.1%
187 CHOCOLADEFABRIKEN LI ADR 750.0 $11K 0.01% NEW $14.40
188 U UNITY SOFTWARE INC Technology 235.0 $10K 0.00% NEW $44.17 -38.5%
189 GTLS CHART INDS INC Industrials 50.0 $10K 0.00% NEW $206.24 +0.5%
190 RIGHTMOVE PLC ADR 728.0 $10K 0.00% NEW $13.86
191 CTRE CARETRUST REIT INC REIT Real Estate 275.0 $10K 0.00% NEW $36.49 +12.7%
192 BUNZL PLC ADR 704.0 $10K 0.00% NEW $14.14
193 STRT STERLING INFRASTRUCT Consumer Cyclical 32.0 $10K 0.00% NEW $306.22 -78.1%
194 OSIS OSI SYS INC Technology 38.0 $10K 0.00% NEW $255.05 -19.5%
195 T AT&T INC Communication Services 383.0 $10K 0.00% NEW $24.84 -3.3%
196 JXN JACKSON FINL INC A Financial Services 89.0 $9K 0.00% NEW $106.65 +3.0%
197 SE SEA LTD Class A ADR Consumer Cyclical 74.0 $9K 0.00% NEW $127.57 -30.8%
198 AGX ARGAN INC Industrials 30.0 $9K 0.00% NEW $313.33 +112.2%
199 STONEX GROUP INC 98.0 $9K 0.00% NEW $95.13
200 CHWY CHEWY INC Class A Consumer Cyclical 282.0 $9K 0.00% NEW $33.05 -34.6%
Page 10 of 18  ·  348 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 40.2%
Communication Services 20.7%
Financial Services 14.2%
Consumer Cyclical 12.4%
Consumer Defensive 4.8%
Healthcare 4.2%
Industrials 3.1%
Real Estate 0.1%
Energy 0.1%
Basic Materials 0.1%