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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 17 of 27  ·  534 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TRMB TRIMBLE INC Technology 45.0 $2K -42.0 -48.3% $51.20 +16.6%
322 CPRT COPART INC Industrials 80.0 $2K -35.0 -30.4% $28.20 +21.7%
323 WEC WEC ENERGY GROUP INC Utilities 19.0 $2K -37.0 -66.1% $117.79 -7.9%
324 ZTS ZOETIS INC Healthcare 31.0 $2K -52.0 -62.6% $71.87 +4.5%
325 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $2K -3.0 -60.0% $1092.50 +20.0%
326 CNC CENTENE CORP DEL Healthcare 34.0 $2K -115.0 -77.2% $63.74 +0.6%
327 EXPE EXPEDIA GROUP INC Consumer Cyclical 8.0 $2K -12.0 -60.0% $262.38 +23.6%
328 DDOG DATADOG INC Technology 8.0 $2K -49.0 -86.0% $259.75 -10.5%
329 UAL UNITED AIRLS HLDGS INC Industrials 15.0 $2K -39.0 -72.2% $136.00 -17.9%
330 AMER SPORTS INC 57.0 $2K -255.0 -81.7% $33.65
331 FERG FERGUSON ENTERPRISES INC Industrials 8.0 $2K -4.0 -33.3% $235.12 +1.8%
332 SRE SEMPRA Utilities 20.0 $2K -89.0 -81.7% $92.10 -5.1%
333 MSI MOTOROLA SOLUTIONS INC Technology 4.0 $2K -20.0 -83.3% $446.50 +6.1%
334 BKR BAKER HUGHES COMPANY Energy 32.0 $2K -83.0 -72.2% $55.53 +13.1%
335 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 7.0 $2K -24.0 -77.4% $253.57 +34.5%
336 ULTA ULTA BEAUTY INC Consumer Cyclical 4.0 $2K -6.0 -60.0% $441.00 +16.8%
337 SPYV SPDR SERIES TRUST 29.0 $2K -210.0 -87.9% $60.79 +4.0%
338 ALB ALBEMARLE CORP Basic Materials 13.0 $2K -5.0 -27.8% $135.08 -0.7%
339 NRG NRG ENERGY INC Utilities 12.0 $2K -43.0 -78.2% $146.08 -21.0%
340 PCAR PACCAR INC Industrials 13.0 $2K -64.0 -83.1% $124.38 +3.7%
Page 17 of 27  ·  534 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%