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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 7 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDGL MADRIGAL PHARMACEUTI Healthcare 70.0 $37K 0.02% -24.0 -25.5% $523.47 -2.1%
122 ENB ENBRIDGE INC Energy 668.0 $36K 0.02% $54.14 +3.9%
123 CRS CARPENTER TECHNOLOGY Industrials 89.0 $35K 0.02% +24.0 +36.9% $394.15 +50.1%
124 LABCORP HLDGS INC 128.0 $34K 0.02% $266.81
125 WUXI BIOLOGICS CAYMA ADR 3,901.0 $33K 0.02% NEW $8.57
126 EBAY EBAY INC Consumer Cyclical 365.0 $33K 0.02% $91.02 +18.5%
127 SIEMENS HEALTHINEERS ADR 1,552.0 $33K 0.02% NEW $21.19
128 RWE AG ADR 480.0 $32K 0.02% NEW $67.30
129 MTU AERO ENGINES HLD ADR 178.0 $32K 0.02% NEW $181.23
130 NTES NETEASE INC ADR Technology 288.0 $32K 0.02% +108.0 +60.0% $111.94 +10.5%
131 WFC WELLS FARGO & CO Financial Services 404.0 $32K 0.02% $79.61 +5.4%
132 DASSAULT AVIATION SA 87.0 $32K 0.02% NEW $368.80
133 IBERDROLA S A ADR 347.0 $32K 0.02% NEW $92.24
134 NINTENDO LTD ADR 2,236.0 $32K 0.01% +1K +143.3% $14.29
135 TECHNIPFMC PLC 456.0 $32K 0.01% -39.0 -7.9% $69.16
136 MTZ MASTEC INC Industrials 94.0 $30K 0.01% +24.0 +34.3% $321.74 +23.2%
137 IBM IBM CORP Technology 123.0 $30K 0.01% +98.0 +392.0% $242.39 +12.1%
138 CVX CHEVRON CORP NEW Energy 141.0 $29K 0.01% $206.90 -17.3%
139 VSS Vanguard FTSE All-Wld ex-US SmCp ETF 200.0 $29K 0.01% $145.79 +5.0%
140 JCI JOHNSON CONTROLS INT Industrials 218.0 $29K 0.01% $131.35 +5.4%
Page 7 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%