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Portfolio (Quarterly) Guide ↗

Abound Wealth Management

· CIK 0001950323
13F Portfolio $504M AUM 1,361 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 142 Added 534 Reduced 243 Exited
Page 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GDDY GODADDY INC Technology 36.0 $3K 0.00% +6.0 +20.0% $84.89 +14.5%
122 VTRS VIATRIS INC Healthcare 172.0 $3K 0.00% +9.0 +5.5% $15.92 +2.0%
123 BRO BROWN & BROWN INC Financial Services 41.0 $3K 0.00% +2.0 +5.1% $64.17 +13.8%
124 CPB THE CAMPBELLS COMPANY Consumer Defensive 110.0 $2K +81.0 +279.3% $22.27 +8.0%
125 APA APA CORPORATION Energy 40.0 $1K +1.0 +2.6% $32.58 +35.4%
126 KN KNOWLES CORP Technology 28.0 $1K +4.0 +16.7% $41.14 -19.0%
127 ROG ROGERS CORP Technology 6.0 $988.0 +3.0 +100.0% $164.67 -23.7%
128 APPF APPFOLIO INC Technology 6.0 $963.0 +2.0 +50.0% $160.50 +37.5%
129 AMKR AMKOR TECHNOLOGY INC Technology 11.0 $920.0 +2.0 +22.2% $83.64 -40.0%
130 FLS FLOWSERVE CORP Industrials 8.0 $570.0 +3.0 +60.0% $71.25 +9.9%
131 E ENI SPA Energy 12.0 $563.0 +4.0 +50.0% $46.92 +20.2%
132 KEP KOREA ELEC PWR CORP Utilities 44.0 $533.0 +8.0 +22.2% $12.11 -7.0%
133 CHKP CHECK POINT SOFTWARE TECH LT Technology 4.0 $526.0 +1.0 +33.3% $131.50 -0.7%
134 CTS CTS CORP Technology 8.0 $522.0 +2.0 +33.3% $65.25 -12.0%
135 KLIC KULICKE & SOFFA INDS INC Technology 3.0 $402.0 +1.0 +50.0% $134.00 -36.7%
136 PDFS PDF SOLUTIONS INC Technology 5.0 $354.0 +1.0 +25.0% $70.80 -37.9%
137 MANU MANCHESTER UTD PLC NEW Communication Services 15.0 $344.0 +10.0 +200.0% $22.93 +4.0%
138 PLAB PHOTRONICS INC Technology 9.0 $293.0 +3.0 +50.0% $32.56 -5.7%
139 SM SM ENERGY COMPANY Energy 11.0 $288.0 +4.0 +57.1% $26.18 +41.5%
140 REXR REXFORD INDL RLTY INC Real Estate 6.0 $186.0 +1.0 +20.0% $31.00 +19.9%
Page 7 of 8  ·  142 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
Technology 37.1%
Financial Services 26.2%
Consumer Cyclical 13.4%
Communication Services 6.4%
Industrials 4.6%
Energy 4.2%
Healthcare 2.8%
Utilities 2.1%
Consumer Defensive 1.6%
Real Estate 0.8%