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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 55 of 68  ·  1,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PD PAGERDUTY INC Technology 24.0 $232.0 $9.67 +27.4%
1082 STLD STEEL DYNAMICS INC Basic Materials 1.0 $230.0 NEW $230.00 -0.6%
1083 INSW INTERNATIONAL SEAWAYS INC Energy 3.0 $230.0 -1.0 -25.0% $76.67 +29.8%
1084 INSTALLED BLDG PRODS INC 1.0 $230.0 $230.00
1085 VSEC VSE CORP Industrials 1.0 $229.0 $229.00 -5.0%
1086 L LOEWS CORP Financial Services 2.0 $227.0 $113.50 -3.2%
1087 ETSY INC 3.0 $226.0 -3.0 -50.0% $75.33
1088 NE NOBLE CORP PLC Energy 6.0 $224.0 $37.33 +23.9%
1089 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 3.0 $223.0 $74.33 +10.3%
1090 TOST TOAST INC Technology 8.0 $223.0 NEW $27.88 +31.4%
1091 IHF ISHARES TR 4.0 $220.0 $55.00 +3.6%
1092 DIOD DIODES INC Technology 2.0 $219.0 $109.50 -14.1%
1093 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3.0 $219.0 $73.00 +7.9%
1094 LUMN LUMEN TECHNOLOGIES INC Communication Services 28.0 $216.0 -5.0 -15.2% $7.71 -23.0%
1095 SCHM SCHWAB STRATEGIC TR 6.0 $216.0 $36.00 +0.4%
1096 MCY MERCURY GENL CORP NEW Financial Services 2.0 $214.0 $107.00 -1.2%
1097 NU NU HLDGS LTD Financial Services 16.0 $214.0 -10.0 -38.5% $13.38 +9.0%
1098 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2.0 $213.0 $106.50 +5.3%
1099 KMX CARMAX INC Consumer Cyclical 4.0 $212.0 $53.00 +17.2%
1100 NHC NATIONAL HEALTHCARE CORP Healthcare 1.0 $212.0 $212.00 +10.1%
Page 55 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%