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Portfolio (Quarterly) Guide ↗

Abacus Planning Group, Inc.

· CIK 0001602730
13F Portfolio $809M AUM 259 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 72 Added 93 Reduced 24 Exited
Page 13 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MCK MCKESSON CORP Healthcare 283.0 $214K 0.03% +4.0 +1.4% $755.60 +15.8%
242 CBRE CBRE GROUP INC Real Estate 1,584.0 $213K 0.03% +9.0 +0.6% $134.69 +3.6%
243 DELL DELL TECHNOLOGIES INC Technology 494.0 $213K 0.03% NEW $431.46 +31.9%
244 COP CONOCOPHILLIPS Energy 2,023.0 $210K 0.03% +33.0 +1.7% $103.98 +26.8%
245 NXPI NXP SEMICONDUCTORS N V Technology 746.0 $210K 0.03% -526.0 -41.4% $281.03 -18.9%
246 SGOV ISHARES TR 2,064.0 $208K 0.03% NEW $100.67 -0.1%
247 BRT BRT APARTMENTS CORP Real Estate 13,479.0 $207K 0.03% $15.37 -10.1%
248 VSGX VANGUARD WORLD FD 2,508.0 $207K 0.03% NEW $82.34 -0.8%
249 VNOM VIPER ENERGY INC Energy 4,859.0 $206K 0.03% +263.0 +5.7% $42.40 -0.3%
250 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 11,361.0 $197K 0.02% $17.35 -13.6%
251 DC DAKOTA GOLD CORP Basic Materials 40,160.0 $171K 0.02% $4.26 +43.4%
252 ASRV AMERISERV FINL INC Financial Services 42,513.0 $165K 0.02% $3.88 +23.5%
253 SGMT SAGIMET BIOSCIENCES INC Healthcare 18,064.0 $140K 0.02% $7.73 +43.5%
254 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 13,000.0 $134K 0.02% $10.30 -3.0%
255 PRME PRIME MEDICINE INC Healthcare 25,188.0 $93K 0.01% $3.69 -15.4%
256 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 51,238.0 $86K 0.01% $1.68 -18.5%
257 QQQ PUT INVESCO QQQ TR Financial Services 100.0 $74K 0.01% NEW $736.40 -2.0%
258 FORTRESS BIOTECH INC 14,534.0 $44K 0.01% $3.06
259 XEROX HOLDINGS CORP 100,000.0 $34K 0.00% $0.34
Page 13 of 13  ·  259 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 24.4%
Technology 23.3%
Industrials 16.6%
Consumer Cyclical 13.0%
Healthcare 8.5%
Consumer Defensive 5.1%
Communication Services 3.1%
Utilities 2.2%
Energy 2.2%
Basic Materials 0.9%