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Portfolio (Quarterly) Guide ↗

Accent Capital Management, LLC

· CIK 0002014179
13F Portfolio $231M AUM 299 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 90 New 99 Added 50 Reduced 125 Exited
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTRS VIATRIS INC Healthcare 875.0 $14K 0.01% NEW $15.88 +6.3%
42 BN BROOKFIELD CORP A Financial Services 324.0 $14K 0.01% NEW $42.59 -5.4%
43 VCTR VICTORY CAP HLDGS IN A Financial Services 160.0 $13K 0.01% NEW $84.06 +35.3%
44 UBSI UNITED BANKSHARES IN Financial Services 276.0 $13K 0.01% NEW $46.13 +3.7%
45 ALKS ALKERMES PLC Healthcare 240.0 $13K 0.01% NEW $52.40 -12.0%
46 DGII DIGI INTL INC Technology 160.0 $12K 0.01% NEW $74.95 -7.5%
47 MXL MAXLINEAR INC A Technology 93.0 $12K 0.01% NEW $128.03 -51.0%
48 LASR NLIGHT INC Technology 171.0 $12K 0.01% NEW $69.62 -42.5%
49 RYTM RHYTHM PHARMACEUTICA Healthcare 107.0 $12K 0.01% NEW $111.03 -7.5%
50 LQDA LIQUIDIA CORP Healthcare 149.0 $12K 0.01% NEW $79.73 -13.9%
51 BTSG BRIGHTSPRING HEALTH Healthcare 170.0 $12K 0.01% NEW $69.74 -12.9%
52 FROG JFROG LTD Technology 130.0 $12K 0.01% NEW $90.88 -3.6%
53 VCYT VERACYTE INC Healthcare 201.0 $12K 0.01% NEW $58.73 -27.6%
54 HLIO HELIOS TECHNOLOGIES Industrials 132.0 $12K 0.01% NEW $89.25 -19.8%
55 BELFB BEL FUSE INC B Technology 35.0 $12K 0.01% NEW $333.03 -26.8%
56 KRYS KRYSTAL BIOTECH INC Healthcare 31.0 $12K 0.01% NEW $371.68 -3.6%
57 MYRG MYR GROUP INC DEL Industrials 23.0 $12K 0.01% NEW $500.39 -42.7%
58 SNEX STONEX GROUP INC Financial Services 97.0 $11K 0.01% NEW $118.49 -41.4%
59 CARNIVAL CORP LTD 396.0 $11K 0.01% NEW $28.57
60 CBU COMMUNITY FINL SYS I Financial Services 165.0 $11K 0.01% NEW $67.50 -5.4%
Page 3 of 5  ·  90 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 40.7%
Financial Services 15.5%
Consumer Cyclical 12.6%
Communication Services 10.3%
Consumer Defensive 5.5%
Healthcare 5.1%
Industrials 4.6%
Utilities 2.8%
Energy 1.6%
Basic Materials 0.8%