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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 26 of 27  ·  534 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HTO H2O AMERICA Utilities 2.0 $122.0 -1.0 -33.3% $61.00 +4.1%
502 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 4.0 $119.0 -1.0 -20.0% $29.75 -8.0%
503 VCYT VERACYTE INC Healthcare 2.0 $118.0 -2.0 -50.0% $59.00 -28.5%
504 PGNY PROGYNY INC Healthcare 4.0 $116.0 -2.0 -33.3% $29.00 -12.0%
505 HLIT HARMONIC INC Technology 7.0 $115.0 -5.0 -41.7% $16.43 -23.5%
506 YOU CLEAR SECURE INC Technology 2.0 $112.0 -3.0 -60.0% $56.00 -20.9%
507 GMAB GENMAB A/S Healthcare 4.0 $110.0 -3.0 -42.9% $27.50 +24.0%
508 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 3.0 $109.0 -1.0 -25.0% $36.33 -20.9%
509 AMTM AMENTUM HOLDINGS INC Industrials 5.0 $104.0 -3.0 -37.5% $20.80 +1.1%
510 MRSH MARSH & MCLENNAN COS INC Financial Services 1.0 $104.0 -76.0 -98.7% $104.00 +81.9%
511 TRN TRINITY INDS INC Industrials 3.0 $104.0 -2.0 -40.0% $34.67 -14.6%
512 CWEN CLEARWAY ENERGY INC Utilities 3.0 $103.0 -3.0 -50.0% $34.33 -2.0%
513 THRM GENTHERM INC Consumer Cyclical 3.0 $103.0 -2.0 -40.0% $34.33 +21.2%
514 NIO NIO INC Consumer Cyclical 20.0 $102.0 -103.0 -83.7% $5.10 -10.2%
515 XPEL XPEL INC Consumer Cyclical 2.0 $100.0 -2.0 -50.0% $50.00 +2.1%
516 AMN AMN HEALTHCARE SVCS INC Healthcare 3.0 $98.0 -1.0 -25.0% $32.67 +8.1%
517 MARA MARA HOLDINGS INC Financial Services 7.0 $98.0 -8.0 -53.3% $14.00 -31.1%
518 WLY WILEY JOHN & SONS INC Communication Services 2.0 $98.0 -1.0 -33.3% $49.00 +6.1%
519 CWST CASELLA WASTE SYS INC Industrials 1.0 $97.0 -2.0 -66.7% $97.00 -4.3%
520 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 3.0 $94.0 -1.0 -25.0% $31.33 +2.4%
Page 26 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%