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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 8 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HCA HCA HEALTHCARE INC Healthcare 1,050.0 $497K 0.07% -42.0 -3.9% $473.31 -16.1%
142 AMAT APPLIED MATLS INC Technology 1,442.0 $493K 0.07% -318.0 -18.1% $341.87 +24.0%
143 GD GENERAL DYNAMICS CORP Industrials 1,432.0 $491K 0.07% -176.0 -10.9% $343.22 -0.7%
144 RTX RTX CORPORATION Industrials 2,529.0 $488K 0.07% -36.0 -1.4% $192.87 -9.4%
145 SCHA SCHWAB STRATEGIC TR 16,577.0 $482K 0.07% +195.0 +1.2% $29.08 +12.2%
146 FISV FISERV INC Technology 8,459.0 $472K 0.06% $55.80 +1.2%
147 AEP AMERICAN ELEC PWR CO INC Utilities 3,584.0 $470K 0.06% -714.0 -16.6% $131.08 -1.5%
148 UAL UNITED AIRLS HLDGS INC Industrials 4,992.0 $460K 0.06% +906.0 +22.2% $92.07 +5.9%
149 CME CME GROUP INC Financial Services 1,556.0 $460K 0.06% -20.0 -1.3% $295.35 -1.1%
150 APA APA CORPORATION Energy 10,803.0 $458K 0.06% +2K +26.4% $42.44 -6.5%
151 IWB ISHARES TR 1,269.0 $452K 0.06% $356.56 +13.0%
152 SCHV SCHWAB STRATEGIC TR 14,787.0 $451K 0.06% +630.0 +4.5% $30.50 +7.5%
153 TFC TRUIST FINL CORP Financial Services 9,735.0 $448K 0.06% +2K +23.2% $45.97 +3.8%
154 D DOMINION ENERGY INC Utilities 7,174.0 $444K 0.06% -82.0 -1.1% $61.82 +9.5%
155 VIG VANGUARD SPECIALIZED FUNDS 2,047.0 $440K 0.06% $215.03 +7.1%
156 MILLROSE PPTYS INC 15,068.0 $422K 0.06% NEW $28.00
157 SHEL SHELL PLC Energy 4,498.0 $418K 0.06% +498.0 +12.4% $92.99 -6.3%
158 ADI ANALOG DEVICES INC Technology 1,308.0 $416K 0.06% +101.0 +8.4% $318.14 +22.4%
159 CDW CDW CORP Technology 3,414.0 $413K 0.06% $121.02 -12.2%
160 UI UBIQUITI INC Technology 515.0 $407K 0.06% $790.29 -23.6%
Page 8 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%