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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 17 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SOFI SOFI TECHNOLOGIES IN Financial Services 131.0 $2K 0.00% -15.0 -10.3% $15.88 +12.6%
322 TOST TOAST INC Class A Technology 78.0 $2K 0.00% $26.51 +2.1%
323 DELCATH SYS INC 205.0 $2K 0.00% $9.28
324 DUOL DUOLINGO INC A Technology 18.0 $2K 0.00% -3.0 -14.3% $98.56 +23.3%
325 ASTS AST SPACEMOBILE INC Class A Technology 20.0 $2K 0.00% NEW $82.85 -13.8%
326 RDDT REDDIT INC A Communication Services 12.0 $2K 0.00% -2.0 -14.3% $134.67 +24.0%
327 IDP ED LTD 567.0 $2K 0.00% $2.80
328 OWLET INC A 279.0 $1K 0.00% NEW $5.14
329 ZWS ZEVIA PBC A Industrials 1,170.0 $1K 0.00% $1.17 +4247.5%
330 VIAV VIAVI SOLUTIONS INC Technology 40.0 $1K 0.00% NEW $33.27 +43.1%
331 PEPG PEPGEN INC Healthcare 718.0 $1K 0.00% NEW $1.77 -4.0%
332 IWC iShares Micro-Cap ETF 6.0 $958.0 NEW $159.67 +22.1%
333 ORRON ENERGY AB 254.0 $194.0 $0.76
334 DOCMORRIS AG 10.0 $60.0 $6.00
Page 17 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%