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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 54 of 68  ·  1,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VERSIGENT PLC 6.0 $253.0 NEW $42.17
1062 PAYC PAYCOM SOFTWARE INC Technology 2.0 $252.0 NEW $126.00 +81.8%
1063 JOE ST JOE CO Real Estate 4.0 $251.0 $62.75 +9.8%
1064 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3.0 $251.0 -1.0 -25.0% $83.67 +9.4%
1065 CVSA COVISTA INC Consumer Cyclical 2.0 $250.0 $125.00 +5.9%
1066 REZI RESIDEO TECHNOLOGIES INC Industrials 8.0 $249.0 $31.12 -34.9%
1067 LNC LINCOLN NATL CORP IND Financial Services 7.0 $248.0 $35.43 +19.0%
1068 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 6.0 $247.0 -2.0 -25.0% $41.17 -10.4%
1069 NMIH NMI HLDGS INC Financial Services 6.0 $247.0 $41.17 +9.7%
1070 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2.0 $246.0 $123.00 +25.5%
1071 ABEV AMBEV SA Consumer Defensive 78.0 $245.0 $3.14 -8.3%
1072 DAN DANA INC Consumer Cyclical 9.0 $245.0 $27.22 +16.5%
1073 MRCY MERCURY SYS INC Industrials 2.0 $245.0 $122.50 -25.4%
1074 CURB CURBLINE PPTYS CORP Real Estate 8.0 $244.0 $30.50 -3.6%
1075 NSIT INSIGHT ENTERPRISES INC Technology 2.0 $244.0 $122.00 +20.8%
1076 OII OCEANEERING INTL INC Energy 6.0 $244.0 $40.67 +30.3%
1077 WDFC WD 40 CO Basic Materials 1.0 $244.0 $244.00 -11.0%
1078 MILLROSE PPTYS INC 8.0 $241.0 $30.12
1079 LQDA LIQUIDIA CORPORATION Healthcare 3.0 $240.0 NEW $80.00 -14.2%
1080 VIRT VIRTU FINL INC Financial Services 4.0 $239.0 -2.0 -33.3% $59.75 +13.7%
Page 54 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%