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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 5 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HANNOVER RUECK SE ADR 1,386.0 $72K 0.04% -75.0 -5.1% $52.12
82 SOLS SOLSTICE ADVANCED MA Basic Materials 940.0 $72K 0.04% -108.0 -10.3% $76.16 +8.6%
83 ROCKET LAB CORP Class A 1,101.0 $71K 0.03% +264.0 +31.5% $64.22
84 NVS NOVARTIS AG ADR Healthcare 454.0 $69K 0.03% NEW $152.75 +1.7%
85 SHEL SHELL PLC ADR Energy 745.0 $69K 0.03% NEW $93.00 -17.7%
86 SPVM Invesco S&P 500 Value with Momentum ETF 1,000.0 $69K 0.03% $68.90 +9.0%
87 HBAN HUNTINGTON BANCSHARE Financial Services 4,350.0 $69K 0.03% $15.81 +12.6%
88 NIPPON ELECTRIC GL 1,806.0 $67K 0.03% +2K +502.0% $37.26
89 PDD PDD HOLDINGS INC ADR ADR Consumer Cyclical 650.0 $66K 0.03% $102.18 -25.1%
90 SYK STRYKER CORP Healthcare 200.0 $66K 0.03% $329.47 +1.0%
91 BABA ALIBABA GROUP HLDG L ADR Consumer Cyclical 508.0 $64K 0.03% -1K -70.0% $125.46 -24.4%
92 CASY CASEYS GEN STORES IN Consumer Cyclical 87.0 $63K 0.03% +51.0 +141.7% $727.86 +7.0%
93 ADVANTEST CORP ADR 464.0 $63K 0.03% NEW $135.81
94 NKE NIKE INC Class B Consumer Cyclical 1,116.0 $59K 0.03% $53.23 -23.4%
95 ORCL ORACLE CORP Technology 400.0 $59K 0.03% -200.0 -33.3% $147.11 +1.1%
96 AMD ADVANCED MICRO DEVIC Technology 288.0 $59K 0.03% +195.0 +209.7% $203.43 +156.4%
97 ERSTE GROUP BK A G ADR 1,005.0 $55K 0.03% -220.0 -18.0% $54.47
98 FCX FEDERAL SIGNAL CORP Basic Materials 842.0 $54K 0.03% +477.0 +130.7% $64.64 -3.4%
99 CAT CATERPILLAR INC Industrials 76.0 $54K 0.03% +39.0 +105.4% $708.46 +40.8%
100 AIR LIQUIDE ADR 1,292.0 $54K 0.03% +392.0 +43.6% $41.50
Page 5 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%