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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 57 of 68  ·  1,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CNP CENTERPOINT ENERGY INC Utilities 4.0 $190.0 -31.0 -88.6% $47.50 -18.4%
1122 ON ON SEMICONDUCTOR CORP Technology 2.0 $190.0 -41.0 -95.3% $95.00 -21.9%
1123 CUSHMAN AND WAKEFIELD LTD 14.0 $188.0 $13.43
1124 ECPG ENCORE CAP GROUP INC Financial Services 2.0 $187.0 -1.0 -33.3% $93.50 +8.2%
1125 REXR REXFORD INDL RLTY INC Real Estate 6.0 $186.0 +1.0 +20.0% $31.00 +20.1%
1126 LKQ LKQ CORP Consumer Cyclical 7.0 $185.0 -13.0 -65.0% $26.43 -2.5%
1127 FTV FORTIVE CORP Technology 3.0 $184.0 -33.0 -91.7% $61.33 -2.0%
1128 PTEN PATTERSON-UTI ENERGY INC Energy 20.0 $184.0 $9.20 +34.1%
1129 CXW CORECIVIC INC Real Estate 6.0 $183.0 $30.50 +11.5%
1130 PRK PARK NATL CORP Financial Services 1.0 $183.0 $183.00 +10.5%
1131 PATK PATRICK INDS INC Consumer Cyclical 2.0 $180.0 $90.00 -7.3%
1132 SBAC SBA COMMUNICATIONS CORP Real Estate 1.0 $177.0 -11.0 -91.7% $177.00 +3.2%
1133 SKY CHAMPION HOMES INC Consumer Cyclical 2.0 $177.0 -1.0 -33.3% $88.50 +2.0%
1134 PHI PLDT INC Communication Services 10.0 $176.0 $17.60 +10.1%
1135 SEDG SOLAREDGE TECHNOLOGIES INC Energy 3.0 $176.0 $58.67 -47.4%
1136 DEA EASTERLY GOVT PPTYS INC Real Estate 7.0 $175.0 $25.00 -1.6%
1137 NTCT NETSCOUT SYS INC Technology 4.0 $175.0 $43.75 -12.0%
1138 SBS COMPANHIA DE SANEAMENTO BASI Utilities 30.0 $174.0 +19.0 +172.7% $5.80 -20.5%
1139 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1.0 $174.0 $174.00 -8.1%
1140 MSGE SPHERE ENTERTAINMENT CO Communication Services 1.0 $174.0 $174.00 -54.1%
Page 57 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%