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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 16 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RMD RESMED INC Healthcare 16.0 $4K 0.00% -2.0 -11.1% $224.50 -10.8%
302 IQVIA HLDGS INC 21.0 $4K 0.00% NEW $170.52
303 TUHURA BIOSCIENCES I 2,000.0 $4K 0.00% -2K -42.9% $1.79
304 HOOD ROBINHOOD MKTS INC Class A Financial Services 48.0 $3K 0.00% $69.29 +42.4%
305 ALNY ALNYLAM PHARMACEUTIC Healthcare 10.0 $3K 0.00% -2.0 -16.7% $330.90 -11.9%
306 VEEV VEEVA SYS INC Class A Healthcare 18.0 $3K 0.00% $175.67 -2.5%
307 RBLX ROBLOX CORP A Technology 55.0 $3K 0.00% $56.56 -15.9%
308 KNSL KINGSTONE COS INC Financial Services 210.0 $3K 0.00% $14.57 +2153.9%
309 BRIDGEBIO ONCOLOGY T 335.0 $3K 0.00% NEW $8.95
310 ALAB ASTERA LABS INC Technology 27.0 $3K 0.00% NEW $109.59 +257.5%
311 ADMA BIOLOGICS INC 322.0 $3K 0.00% $9.01
312 COIN COINBASE GLOBAL INC Class A Financial Services 16.0 $3K 0.00% $174.62 -14.6%
313 SECURITY BANK CORP 2,436.0 $3K 0.00% $1.08
314 KOITO MFG CO LTD ADR 180.0 $3K 0.00% $14.48
315 AXON AXON ENTERPRISE INC Industrials 6.0 $3K 0.00% $424.67 +9.5%
316 IMMUNITYBIO INC 331.0 $3K 0.00% NEW $7.67
317 ZS ZSCALER INC Technology 18.0 $3K 0.00% $140.28 -5.7%
318 IWN iShares Russell 2000 Value ETF 13.0 $2K 0.00% NEW $189.62 +16.9%
319 NUSCALE PWR CORP A 222.0 $2K 0.00% $10.84
320 MP MP MATLS CORP Class A Basic Materials 46.0 $2K 0.00% $48.26 +11.7%
Page 16 of 17  ·  334 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%