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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 2 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 21,534.0 $6.3M 0.85% +440.0 +2.1% $294.17 +2.2%
22 NVDA NVIDIA CORPORATION Technology 34,896.0 $6.1M 0.82% -4K -9.2% $174.40 +27.5%
23 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 170,885.0 $6.1M 0.81% $35.44 -4.3%
24 VB VANGUARD INDEX FDS 21,871.0 $5.7M 0.77% -851.0 -3.8% $261.92 +6.5%
25 SPY SPDR S&P 500 ETF TR Financial Services 7,112.0 $4.6M 0.62% $650.36 +12.8%
26 VEU VANGUARD INTL EQUITY INDEX F 49,690.0 $3.7M 0.50% +12K +31.0% $75.10 +7.5%
27 WMT WALMART INC Consumer Defensive 29,581.0 $3.7M 0.49% +1K +4.4% $124.28 +7.3%
28 IBIT ISHARES BITCOIN TRUST ETF Financial Services 85,257.0 $3.3M 0.44% NEW $38.42 +13.2%
29 EW EDWARDS LIFESCIENCES CORP Healthcare 40,037.0 $3.2M 0.43% $80.08 +2.9%
30 EEM ISHARES TR 56,055.0 $3.2M 0.43% -2K -3.5% $56.79 +13.2%
31 BAC BANK AMERICA CORP Financial Services 65,018.0 $3.2M 0.43% +2K +3.9% $48.75 +4.0%
32 WK WORKIVA INC Technology 52,954.0 $3.2M 0.42% $59.63 -16.5%
33 MTB M & T BK CORP Financial Services 15,104.0 $3.1M 0.42% -1K -6.3% $206.72 -0.2%
34 INFL LISTED FDS TR 58,728.0 $3.1M 0.41% +4K +6.9% $52.06 +2.1%
35 IJS ISHARES TR 25,418.0 $3.0M 0.41% -28K -52.0% $118.45 +5.5%
36 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 99,230.0 $3.0M 0.40% +93K +1535.6% $29.99 +13.2%
37 SCZ ISHARES TR 36,143.0 $2.8M 0.38% -2K -4.1% $78.41 +6.7%
38 SCHC SCHWAB STRATEGIC TR 60,352.0 $2.8M 0.38% +4K +7.6% $46.74 +5.5%
39 GOOGL ALPHABET INC Communication Services 9,478.0 $2.7M 0.37% -246.0 -2.5% $287.56 +38.0%
40 KO COCA COLA CO Consumer Defensive 33,658.0 $2.6M 0.34% +2K +5.7% $76.05 +6.8%
Page 2 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%