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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 18 of 27  ·  534 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HUM HUMANA INC Healthcare 4.0 $2K -39.0 -90.7% $397.25 -4.2%
342 AZO AUTOZONE INC Consumer Cyclical $2K -100.0%
343 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15.0 $2K -3.0 -16.7% $100.87 +5.9%
344 DHI D R HORTON INC Consumer Cyclical 9.0 $1K -34.0 -79.1% $163.89 -10.1%
345 EQIX EQUINIX INC Real Estate 1.0 $1K -9.0 -90.0% $1418.00 -23.7%
346 HAL HALLIBURTON CO Energy 40.0 $1K -481.0 -92.3% $33.88 +5.4%
347 AIG AMERICAN INTL GROUP INC Financial Services 18.0 $1K -102.0 -85.0% $74.83 +1.2%
348 DVN DEVON ENERGY CORP NEW Energy 32.0 $1K -44.0 -57.9% $41.09 +20.0%
349 Q QNITY ELECTRONICS INC Technology 8.0 $1K -18.0 -69.2% $163.38 -18.3%
350 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6.0 $1K -29.0 -82.9% $216.67 -5.6%
351 EQT EQT CORP Energy 24.0 $1K -83.0 -77.6% $53.58 +0.6%
352 CENCORA INC 4.0 $1K -34.0 -89.5% $306.50
353 CF CF INDUSTRIES HOLD Basic Materials 11.0 $1K -23.0 -67.7% $105.55 +19.1%
354 ALL ALLSTATE CORP Financial Services 5.0 $1K -38.0 -88.4% $227.00 +12.1%
355 LEIDOS HOLDINGS INC 11.0 $1K -107.0 -90.7% $103.18
356 CRL CHARLES RIV LABS INTL INC Healthcare 5.0 $1K -2.0 -28.6% $226.80 +28.5%
357 NTRS NORTHERN TR CORP Financial Services 7.0 $1K -39.0 -84.8% $162.00 +12.7%
358 PRU PRUDENTIAL FINL INC Financial Services 10.0 $1K -50.0 -83.3% $111.60 +8.1%
359 BNDX VANGUARD CHARLOTTE FDS 23.0 $1K -130.0 -85.0% $48.43 -1.6%
360 INGERSOLL RAND INC 13.0 $1K -61.0 -82.4% $83.69
Page 18 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%