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Portfolio (Quarterly) Guide ↗

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

· CIK 0001018561
13F Portfolio $678M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 215 New
Page 4 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 REGN REGENERON PHARMACEUTICALS Healthcare 1,503.0 $1.2M 0.17% NEW $771.87 -15.6%
62 AMT AMERICAN TOWER CORP NEW Real Estate 6,462.0 $1.1M 0.17% NEW $175.57 -5.4%
63 BOOT BOOT BARN HLDGS INC Consumer Cyclical 6,380.0 $1.1M 0.17% NEW $176.47 -15.4%
64 PENN PENN ENTERTAINMENT INC Consumer Cyclical 75,044.0 $1.1M 0.16% NEW $14.75 +41.9%
65 VV VANGUARD INDEX FDS 3,513.0 $1.1M 0.16% NEW $314.80 +9.3%
66 PANW PALO ALTO NETWORKS INC Technology 5,814.0 $1.1M 0.16% NEW $184.21 +82.0%
67 FNCL FIDELITY COVINGTON TRUST 13,575.0 $1.1M 0.16% NEW $77.74 +2.8%
68 HEFA ISHARES TR 25,372.0 $1.0M 0.15% NEW $41.36 +12.3%
69 TBIL RBB FD INC 20,982.0 $1.0M 0.15% NEW $49.88 +0.2%
70 XLY SELECT SECTOR SPDR TR 8,760.0 $1.0M 0.15% NEW $119.41 -4.5%
71 VBR VANGUARD INDEX FDS 4,825.0 $1.0M 0.15% NEW $211.77 +15.1%
72 MRK MERCK & CO INC Healthcare 9,702.0 $1.0M 0.15% NEW $105.26 +21.1%
73 SRVR PACER FDS TR 34,376.0 $985K 0.14% NEW $28.64 +7.6%
74 DOCT FIRST TR EXCHNG TRADED FD VI 21,861.0 $968K 0.14% NEW $44.29 +5.8%
75 CCI CROWN CASTLE INC Real Estate 10,888.0 $968K 0.14% NEW $88.87 -12.8%
76 GEV GE VERNOVA INC Utilities 1,427.0 $933K 0.14% NEW $653.77 +50.7%
77 TRIP TRIPADVISOR INC Consumer Cyclical 64,053.0 $933K 0.14% NEW $14.56 -5.2%
78 DGRO ISHARES TR 12,838.0 $891K 0.13% NEW $69.42 +11.2%
79 DOCU DOCUSIGN INC Technology 13,004.0 $889K 0.13% NEW $68.40 -30.0%
80 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 22,702.0 $879K 0.13% NEW $38.73 -24.8%
Page 4 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 45.8%
Technology 21.6%
Consumer Cyclical 9.2%
Basic Materials 7.4%
Communication Services 5.0%
Healthcare 3.7%
Industrials 2.5%
Utilities 1.8%
Real Estate 1.1%
Energy 1.0%