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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 5 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VONG VNGRD RSL 1000 GRTH 1,500.0 $192K 0.08% NEW $127.81 -0.6%
82 BERKSHIRE HATHAWAY B 360.0 $180K 0.08% NEW $500.39
83 IBKR INTERACTIVE BROKERS Class A Financial Services 1,920.0 $167K 0.07% $87.04 +6.4%
84 AZN ASTRAZENECA PLC Healthcare 878.0 $166K 0.07% NEW $189.62 -14.2%
85 FND FLOOR & DECOR HLDGS Class A Consumer Cyclical 2,429.0 $144K 0.06% +2K +1686.0% $59.36 -15.4%
86 FDX FEDEX CORP Industrials 450.0 $141K 0.06% $314.35 +2.6%
87 CHWY CHEWY INC Class A Consumer Cyclical 7,169.0 $141K 0.06% +7K +2442.2% $19.65 +20.4%
88 FCNCA FIRST CTZNS BANCSHAR Class A Financial Services 64.0 $133K 0.06% +14.0 +28.0% $2080.80 +6.1%
89 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 600.0 $131K 0.06% $217.93 +3.9%
90 VYM Vanguard High Dividend Yield ETF 719.0 $114K 0.05% $158.03 +3.9%
91 BIDU BAIDU INC A ADR Communication Services 939.0 $107K 0.05% +93.0 +11.0% $114.29 -13.0%
92 SPDW State Street SPDR Portfolio Developed World ex US ETF 2,000.0 $101K 0.04% $50.39 +3.8%
93 PH PARKER-HANNIFIN CORP Industrials 101.0 $99K 0.04% $978.12 -1.6%
94 NATWEST GROUP PLC ADR 5,503.0 $97K 0.04% +599.0 +12.2% $17.63
95 RKLB ROCKET LAB CORP Class A Industrials 915.0 $93K 0.04% NEW $101.65 -36.8%
96 ICE INTERCONTINENTAL EXC Financial Services 750.0 $92K 0.04% $123.11 +31.0%
97 LITE LUMENTUM HLDGS INC Technology 97.0 $83K 0.04% -83.0 -46.1% $858.06 +2.7%
98 SOLS SOLSTICE ADVANCED MA Basic Materials 933.0 $83K 0.04% -7.0 -0.7% $88.60 -28.1%
99 SONY SONY GROUP CORP ADR Technology 3,896.0 $78K 0.03% -278.0 -6.7% $20.06 +22.4%
100 HBAN HUNTINGTON BANCSHARE Financial Services 4,350.0 $78K 0.03% $17.89 -4.8%
Page 5 of 15  ·  299 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%