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Portfolio (Quarterly) Guide ↗

Abacus Planning Group, Inc.

· CIK 0001602730
13F Portfolio $743M AUM 264 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 49 Added 121 Reduced 24 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBIT ISHARES BITCOIN TRUST ETF Financial Services 85,257.0 $3.3M 0.44% NEW $38.42 +13.2%
2 GLD SPDR GOLD TR Financial Services 2,324.0 $1000K 0.14% NEW $430.29 -2.8%
3 SLV ISHARES SILVER TR Financial Services 14,141.0 $964K 0.13% NEW $68.14 -1.8%
4 SM SM ENERGY CO Energy 17,368.0 $542K 0.07% NEW $31.18 +6.4%
5 MILLROSE PPTYS INC 15,068.0 $422K 0.06% NEW $28.00
6 IEFA ISHARES TR 4,445.0 $402K 0.05% NEW $90.53 +5.3%
7 IJH ISHARES TR 5,215.0 $352K 0.05% NEW $67.53 +5.8%
8 DFAS DIMENSIONAL ETF TRUST 4,440.0 $316K 0.04% NEW $71.13 +5.7%
9 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,562.0 $305K 0.04% NEW $195.40 +4.5%
10 EOG EOG RES INC Energy 1,947.0 $281K 0.04% NEW $144.57 -1.1%
11 BUNGE GLOBAL SA 2,098.0 $267K 0.04% NEW $127.20
12 COP CONOCOPHILLIPS Energy 1,990.0 $263K 0.04% NEW $132.02 -5.7%
13 NXPI NXP SEMICONDUCTORS N V Technology 1,272.0 $250K 0.03% NEW $196.86 +48.2%
14 TJX TJX COS INC NEW Consumer Cyclical 1,445.0 $231K 0.03% NEW $159.70 -5.9%
15 ADBE ADOBE INC Technology 945.0 $230K 0.03% NEW $243.15 +4.9%
16 LMT LOCKHEED MARTIN CORP Industrials 375.0 $227K 0.03% NEW $604.39 -12.6%
17 TGT TARGET CORP Consumer Defensive 1,863.0 $226K 0.03% NEW $121.22 +1.8%
18 ALB ALBEMARLE CORP Basic Materials 1,252.0 $225K 0.03% NEW $179.59 -5.9%
19 VNOM VIPER ENERGY INC Energy 4,596.0 $216K 0.03% NEW $46.99 +4.5%
20 VGT VANGUARD WORLD FD 292.0 $204K 0.03% NEW $696.98 -84.0%
Page 1 of 2  ·  22 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 26.3%
Technology 19.5%
Industrials 15.3%
Consumer Cyclical 11.8%
Healthcare 7.7%
Communication Services 6.4%
Consumer Defensive 5.8%
Energy 2.8%
Utilities 2.0%
Real Estate 1.3%