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Portfolio (Quarterly) Guide ↗

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

· CIK 0001018561
13F Portfolio $730M AUM 215 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 45 Added 98 Reduced 24 Exited
Page 3 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 5,646.0 $2.1M 0.29% -474.0 -7.8% $371.75 +12.2%
42 BWA BORGWARNER INC Consumer Cyclical 37,593.0 $2.0M 0.28% -426.0 -1.1% $54.26 +17.1%
43 FTEC FIDELITY COVINGTON TRUST 9,251.0 $1.9M 0.26% +670.0 +7.8% $208.04 +31.4%
44 GOOGL ALPHABET INC Communication Services 6,544.0 $1.9M 0.26% -7K -52.4% $287.57 +34.8%
45 MSFT MICROSOFT CORP Technology 4,977.0 $1.8M 0.25% -5K -47.5% $370.20 +13.2%
46 AES AES CORP Utilities 129,820.0 $1.8M 0.25% $14.09 +4.3%
47 XHLF BONDBLOXX ETF TRUST 36,260.0 $1.8M 0.25% +12K +51.5% $50.33 -0.1%
48 VXF VANGUARD INDEX FDS 8,809.0 $1.8M 0.25% $205.79 +11.1%
49 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 218,167.0 $1.8M 0.25% -3K -1.3% $8.25 +10.9%
50 IVV ISHARES TR 2,478.0 $1.6M 0.22% -226.0 -8.4% $653.32 +14.2%
51 AMZN AMAZON COM INC Consumer Cyclical 7,745.0 $1.6M 0.22% -7K -48.1% $208.27 +28.9%
52 BILS SPDR SERIES TRUST 15,942.0 $1.6M 0.22% -8K -33.6% $99.44 -0.1%
53 VBK VANGUARD INDEX FDS 5,084.0 $1.5M 0.21% -141.0 -2.7% $302.27 +13.7%
54 MDYV SPDR SERIES TRUST 17,276.0 $1.5M 0.20% $85.15 +5.6%
55 GE GE AEROSPACE Industrials 5,046.0 $1.4M 0.20% +111.0 +2.2% $283.75 +6.3%
56 CACI CACI INTL INC Technology 2,518.0 $1.4M 0.19% +43.0 +1.7% $543.87 -9.9%
57 FVD FIRST TR EXCHANGE-TRADED FD 28,634.0 $1.3M 0.18% -27K -48.5% $47.03 +1.4%
58 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,061.0 $1.3M 0.18% -1K -33.1% $650.36 +14.2%
59 VTI VANGUARD INDEX FDS 4,162.0 $1.3M 0.18% +73.0 +1.8% $320.81 +13.8%
60 GEV GE VERNOVA INC Utilities 1,468.0 $1.3M 0.18% +41.0 +2.9% $873.19 +19.5%
Page 3 of 11  ·  215 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
Financial Services 35.4%
Energy 26.9%
Technology 12.8%
Basic Materials 8.1%
Consumer Cyclical 6.3%
Communication Services 2.5%
Healthcare 2.5%
Industrials 2.4%
Utilities 1.6%
Real Estate 0.9%