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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 9 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MUB ISHARES TR 2,915.0 $312K 0.05% NEW $107.11 -1.0%
162 BLOCK INC 4,677.0 $304K 0.04% NEW $65.10
163 T AT&T INC Communication Services 12,002.0 $298K 0.04% NEW $24.84 +0.4%
164 XLE SELECT SECTOR SPDR TR 6,641.0 $297K 0.04% NEW $44.71 +32.2%
165 MA MASTERCARD INCORPORATED Financial Services 517.0 $295K 0.04% NEW $570.94 -12.5%
166 XLU SELECT SECTOR SPDR TR 6,893.0 $294K 0.04% NEW $42.69 +5.4%
167 VIG VANGUARD SPECIALIZED FUNDS 1,336.0 $294K 0.04% NEW $219.78 +5.1%
168 VGT VANGUARD WORLD FD 365.0 $275K 0.04% NEW $753.78 -84.8%
169 TEAM ATLASSIAN CORPORATION Technology 1,683.0 $273K 0.04% NEW $162.14 -46.8%
170 WDAY WORKDAY INC Technology 1,256.0 $270K 0.04% NEW $214.74 -41.0%
171 CAT CATERPILLAR INC Industrials 459.0 $263K 0.04% NEW $572.68 +51.2%
172 SCHV SCHWAB STRATEGIC TR 8,865.0 $262K 0.04% NEW $29.61 +11.5%
173 GCOW PACER FDS TR 6,212.0 $256K 0.04% NEW $41.22 +13.4%
174 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 12,927.0 $255K 0.04% NEW $19.71 -30.3%
175 SCHW SCHWAB CHARLES CORP Financial Services 2,536.0 $253K 0.04% NEW $99.91 -9.8%
176 DVA DAVITA INC Healthcare 2,230.0 $253K 0.04% NEW $113.60 +74.9%
177 AGZ ISHARES TR 2,287.0 $252K 0.04% NEW $110.24 -1.2%
178 QLYS QUALYS INC Technology 1,897.0 $252K 0.04% NEW $132.87 -24.3%
179 DIS DISNEY WALT CO Communication Services 2,215.0 $252K 0.04% NEW $113.79 -9.0%
180 COST COSTCO WHSL CORP NEW Consumer Defensive 292.0 $252K 0.04% NEW $862.41 +21.8%
Page 9 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 45.6%
Technology 21.8%
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%