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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 10 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RNR RENAISSANCERE HLDGS LTD Financial Services 1,139.0 $339K 0.05% -82.0 -6.7% $297.23 +1.9%
182 VUG VANGUARD INDEX FDS 774.0 $338K 0.05% $436.89 -80.2%
183 EMXF ISHARES TR 7,058.0 $338K 0.04% $47.84 +12.5%
184 AN AUTONATION INC Consumer Cyclical 1,717.0 $335K 0.04% -158.0 -8.4% $195.26 -8.7%
185 JCI JOHNSON CTLS INTL PLC Industrials 2,558.0 $335K 0.04% -23.0 -0.9% $130.95 +4.7%
186 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,508.0 $334K 0.04% -224.0 -3.9% $60.65 -3.3%
187 EQT EQT CORP Energy 5,138.0 $327K 0.04% -106.0 -2.0% $63.64 -7.1%
188 ARW ARROW ELECTRS INC Technology 2,280.0 $327K 0.04% -17.0 -0.7% $143.41 +46.6%
189 APOS APOLLO GLOBAL MGMT INC Financial Services 2,934.0 $327K 0.04% +42.0 +1.4% $111.42 -76.8%
190 AXP AMERICAN EXPRESS CO Financial Services 1,073.0 $325K 0.04% -134.0 -11.1% $302.48 +0.2%
191 BIIB BIOGEN INC Healthcare 1,760.0 $323K 0.04% -72.0 -3.9% $183.33 +3.9%
192 TXN TEXAS INSTRS INC Technology 1,656.0 $321K 0.04% -215.0 -11.5% $194.12 +56.9%
193 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 13,091.0 $317K 0.04% $24.22 +3.7%
194 SCHW SCHWAB CHARLES CORP Financial Services 3,369.0 $317K 0.04% -258.0 -7.1% $93.98 -2.9%
195 DFAS DIMENSIONAL ETF TRUST 4,440.0 $316K 0.04% NEW $71.13 +5.8%
196 UBER UBER TECHNOLOGIES INC Technology 4,381.0 $315K 0.04% -734.0 -14.3% $71.94 +1.1%
197 MMM 3M CO Industrials 2,148.0 $312K 0.04% -16.0 -0.7% $145.23 +1.9%
198 BLK BLACKROCK INC Financial Services 324.0 $312K 0.04% +4.0 +1.2% $962.08 +7.2%
199 IYR ISHARES TR 3,259.0 $308K 0.04% $94.56 +7.2%
200 CRM SALESFORCE INC Technology 1,646.0 $307K 0.04% -294.0 -15.2% $186.68 -7.0%
Page 10 of 14  ·  264 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%