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Portfolio (Quarterly) Guide ↗

Abound Wealth Management

· CIK 0001950323
13F Portfolio $440M AUM 1,492 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New 363 Added 266 Reduced 135 Exited
Page 67 of 75  ·  1,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 MPT MEDICAL PROPERTIES TRUST INC Financial Services 32.0 $149.0 $4.66 +2.0%
1322 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1.0 $147.0 -1.0 -50.0% $147.00 +3.7%
1323 IOSP INNOSPEC INC Basic Materials 2.0 $147.0 $73.50 +14.6%
1324 GFF GRIFFON CORP Industrials 2.0 $146.0 $73.00 +25.3%
1325 MRCY MERCURY SYS INC Industrials 2.0 $146.0 -2.0 -50.0% $73.00 +31.6%
1326 MTRN MATERION CORP Basic Materials 1.0 $145.0 -1.0 -50.0% $145.00 +69.0%
1327 STEP STEPSTONE GROUP INC Financial Services 3.0 $144.0 $48.00 -9.3%
1328 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 3.0 $142.0 $47.33 +5.5%
1329 EVTC EVERTEC INC Technology 5.0 $142.0 $28.40 +6.6%
1330 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 9.0 $142.0 $15.78 -7.5%
1331 TPH TRI POINTE HOMES INC Consumer Cyclical 3.0 $141.0 -2.0 -40.0% $47.00 -0.1%
1332 UNIT UNITI GROUP LLC Real Estate 15.0 $141.0 $9.40 +17.4%
1333 DXPE DXP ENTERPRISES INC Industrials 1.0 $140.0 NEW $140.00 +20.0%
1334 LAUR LAUREATE ED INC Consumer Defensive 4.0 $140.0 NEW $35.00 +4.1%
1335 ICHR ICHOR HOLDINGS Technology 3.0 $140.0 NEW $46.67 +77.6%
1336 MNDY MONDAY COM LTD Technology 2.0 $139.0 -200.0 -99.0% $69.50 +13.2%
1337 THRM GENTHERM INC Consumer Cyclical 5.0 $139.0 $27.80 +29.3%
1338 TWO HARBORS INVENTMENT CORPO 12.0 $138.0 NEW $11.50
1339 CARG CARGURUS INC Consumer Cyclical 4.0 $137.0 -1.0 -20.0% $34.25 +2.2%
1340 DIOD DIODES INC Technology 2.0 $137.0 NEW $68.50 +27.0%
Page 67 of 75  ·  1,491 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 32.8%
Financial Services 26.0%
Consumer Cyclical 14.1%
Communication Services 6.9%
Energy 5.2%
Industrials 4.6%
Healthcare 3.7%
Consumer Defensive 2.4%
Utilities 2.3%
Real Estate 1.0%