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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 60 of 68  ·  1,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CALY CALLAWAY GOLF CO Consumer Cyclical 8.0 $151.0 $18.88 -16.3%
1182 KGS KODIAK GAS SVCS INC Energy 2.0 $151.0 NEW $75.50 -19.7%
1183 TREX TREX INC Industrials 3.0 $151.0 NEW $50.33 -6.0%
1184 DGII DIGI INTL INC Technology 2.0 $150.0 -3.0 -60.0% $75.00 -1.9%
1185 BBIO BRIDGEBIO PHARMA INC Healthcare 2.0 $149.0 NEW $74.50 +11.3%
1186 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 5.0 $149.0 -2.0 -28.6% $29.80 +16.8%
1187 DOV DOVER CORP Industrials 1.0 $149.0 -9.0 -90.0% $149.00 +34.1%
1188 MDU MDU RES GROUP INC Industrials 7.0 $149.0 -5.0 -41.7% $21.29 -4.6%
1189 TWO HARBORS INVENTMENT CORPO 12.0 $149.0 $12.42
1190 MPT MEDICAL PROPERTIES TRUST INC Financial Services 32.0 $148.0 $4.62 -11.8%
1191 RUN SUNRUN INC Energy 11.0 $148.0 -1.0 -8.3% $13.45 -30.4%
1192 ICUI ICU MED INC Healthcare 1.0 $147.0 $147.00 +24.2%
1193 CLSK CLEANSPARK INC Technology 10.0 $146.0 $14.60 -13.7%
1194 VSTS VESTIS CORPORATION Industrials 10.0 $146.0 $14.60 -12.2%
1195 BEKE KE HLDGS INC Real Estate 10.0 $146.0 $14.60 +16.4%
1196 LAUR LAUREATE ED INC Consumer Defensive 4.0 $146.0 $36.50 +2.9%
1197 WSC WILLSCOT HLDGS CORP Industrials 5.0 $145.0 $29.00 -24.1%
1198 JBT MAREL CORPORATION 1.0 $145.0 -1.0 -50.0% $145.00
1199 CCS CENTURY COMMUNITIES INC Consumer Cyclical 2.0 $144.0 $72.00 -3.5%
1200 PI IMPINJ INC Technology 1.0 $144.0 NEW $144.00 +10.9%
Page 60 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 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%