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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 37 of 68  ·  1,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AGCO AGCO CORP Industrials 20.0 $2K $119.70 -10.8%
722 FICO FAIR ISAAC CORP Technology 2.0 $2K -3.0 -60.0% $1195.00 -1.9%
723 ENTERGY CORP NEW 21.0 $2K -84.0 -80.0% $112.90
724 ADSK AUTODESK INC Technology 12.0 $2K -26.0 -68.4% $192.83 +31.6%
725 TRMB TRIMBLE INC Technology 45.0 $2K -42.0 -48.3% $51.20 +17.7%
726 ITB ISHARES TR 22.0 $2K $104.50 -6.7%
727 USFD US FOODS HLDG CORP Consumer Defensive 22.0 $2K $103.86 +5.5%
728 BRZE BRAZE INC Technology 105.0 $2K $21.70 +43.2%
729 CPRT COPART INC Industrials 80.0 $2K -35.0 -30.4% $28.20 +19.9%
730 WEC WEC ENERGY GROUP INC Utilities 19.0 $2K -37.0 -66.1% $117.79 -10.0%
731 ZTS ZOETIS INC Healthcare 31.0 $2K -52.0 -62.6% $71.87 +8.2%
732 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $2K -3.0 -60.0% $1092.50 +20.5%
733 CNC CENTENE CORP DEL Healthcare 34.0 $2K -115.0 -77.2% $63.74 +2.0%
734 VEEV VEEVA SYS INC Healthcare 12.0 $2K NEW $177.50 +39.7%
735 EXPE EXPEDIA GROUP INC Consumer Cyclical 8.0 $2K -12.0 -60.0% $262.38 +22.6%
736 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K $2081.00 +4.9%
737 DDOG DATADOG INC Technology 8.0 $2K -49.0 -86.0% $259.75 -9.3%
738 UAL UNITED AIRLS HLDGS INC Industrials 15.0 $2K -39.0 -72.2% $136.00 -16.8%
739 FFIV F5 INC Technology 5.0 $2K $403.60 -4.7%
740 HEAL GLOBAL X FDS 73.0 $2K $27.60 +10.6%
Page 37 of 68  ·  1,359 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 38.0%
Financial Services 26.8%
Consumer Cyclical 13.7%
Industrials 4.7%
Communication Services 4.3%
Energy 4.3%
Healthcare 2.9%
Utilities 2.1%
Consumer Defensive 1.7%
Real Estate 0.8%