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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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 F FORD MTR CO Consumer Cyclical 26,363.0 $304K 0.04% -948.0 -3.5% $11.54 +18.5%
102 TT TRANE TECHNOLOGIES PLC Industrials 690.0 $288K 0.04% -99.0 -12.6% $416.74 +8.4%
103 WRB BERKLEY W R CORP Financial Services 4,124.0 $273K 0.04% -183.0 -4.2% $66.28 +3.0%
104 MO ALTRIA GROUP INC Consumer Defensive 4,142.0 $273K 0.04% -821.0 -16.5% $65.99 +11.7%
105 HSY HERSHEY CO Consumer Defensive 1,227.0 $255K 0.03% -180.0 -12.8% $207.83 -8.4%
106 VNQ VANGUARD INDEX FDS 2,831.0 $251K 0.03% -191.0 -6.3% $88.71 +9.0%
107 BAX BAXTER INTL INC Healthcare 14,911.0 $251K 0.03% -92.0 -0.6% $16.80 +13.3%
108 MCK MCKESSON CORP Healthcare 279.0 $241K 0.03% -22.0 -7.3% $865.36 -11.4%
109 APP APPLOVIN CORP Technology 596.0 $237K 0.03% -58.0 -8.9% $398.00 +22.1%
110 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,166.0 $237K 0.03% -141.0 -10.8% $203.18 +8.3%
111 FLR FLUOR CORP NEW Industrials 4,714.0 $220K 0.03% -1K -20.1% $46.65 -4.4%
112 CMCSA COMCAST CORP NEW Communication Services 7,655.0 $220K 0.03% -2K -23.2% $28.71 -12.6%
113 QCOM QUALCOMM INC Technology 1,698.0 $219K 0.03% -559.0 -24.8% $128.78 +57.3%
114 PNC PNC FINL SVCS GROUP INC Financial Services 1,042.0 $217K 0.03% -9.0 -0.9% $208.09 +4.2%
115 WELL WELLTOWER INC Real Estate 1,086.0 $215K 0.03% -11.0 -1.0% $197.71 +10.6%
116 CBRE CBRE GROUP INC Real Estate 1,575.0 $213K 0.03% -127.0 -7.5% $135.46 -3.3%
117 SO SOUTHERN CO Utilities 2,159.0 $208K 0.03% -384.0 -15.1% $96.52 -3.0%
118 VSTS VESTIS CORPORATION Industrials 25,764.0 $203K 0.03% -2K -8.2% $7.86 +48.9%
119 BRT BRT APARTMENTS CORP Real Estate 13,479.0 $180K 0.02% -4K -23.0% $13.34 +9.4%
120 SGMT SAGIMET BIOSCIENCES INC Healthcare 18,064.0 $94K 0.01% -12K -39.7% $5.22 +27.3%
Page 6 of 7  ·  121 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%