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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 21 of 27  ·  534 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MHK MOHAWK INDS INC Consumer Cyclical 6.0 $688.0 -1.0 -14.3% $114.67 +16.4%
402 BR BROADRIDGE FINL SOLUTIONS IN Technology 5.0 $685.0 -13.0 -72.2% $137.00 +30.3%
403 EQR EQUITY RESIDENTIAL Real Estate 10.0 $680.0 -40.0 -80.0% $68.00 -6.4%
404 CORPAY INC 2.0 $667.0 -8.0 -80.0% $333.50
405 AON AON PLC Financial Services 2.0 $664.0 -22.0 -91.7% $332.00 +6.0%
406 SANM SANMINA CORP Technology 3.0 $651.0 -4.0 -57.1% $217.00 -12.1%
407 PCG PG&E CORP Utilities 38.0 $640.0 -351.0 -90.2% $16.84 +6.6%
408 RSG REPUBLIC SVCS INC Industrials 3.0 $640.0 -29.0 -90.6% $213.33 +2.9%
409 PSA PUBLIC STORAGE Real Estate 2.0 $637.0 -23.0 -92.0% $318.50 +1.3%
410 LEN LENNAR CORP Consumer Cyclical 7.0 $634.0 -22.0 -75.9% $90.57 -5.7%
411 EL LAUDER ESTEE COS INC Consumer Defensive 8.0 $632.0 -33.0 -80.5% $79.00 +21.7%
412 STE STERIS PLC Healthcare 3.0 $632.0 -13.0 -81.2% $210.67 +11.9%
413 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 24.0 $623.0 -6.0 -20.0% $25.96 +23.9%
414 CHT CHUNGHWA TELECOM CO LTD Communication Services 14.0 $620.0 -1.0 -6.7% $44.29 -2.1%
415 INFY INFOSYS LTD Technology 59.0 $619.0 -1.0 -1.7% $10.49 +12.8%
416 SMURFIT WESTROCK PLC 13.0 $617.0 -88.0 -87.1% $47.46
417 EA ELECTRONIC ARTS INC Communication Services 3.0 $616.0 -21.0 -87.5% $205.33 +2.1%
418 PODD INSULET CORP Healthcare 4.0 $609.0 -5.0 -55.6% $152.25 -3.5%
419 BHE BENCHMARK ELECTRS INC Technology 6.0 $593.0 -2.0 -25.0% $98.83 -25.8%
420 RMD RESMED INC Healthcare 3.0 $585.0 -13.0 -81.2% $195.00 +17.1%
Page 21 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%