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Portfolio (Quarterly) Guide ↗

Accordant Advisory Group Inc

· CIK 0002013499
13F Portfolio $161M AUM 238 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 52 Added 38 Reduced 26 Exited
Page 12 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 B BARRICK MINING CORPORATION COM SHS (CANADA) Basic Materials 18.0 $735.0 $40.83 +1.0%
222 VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A Industrials 16.0 $593.0 NEW $37.06 +13.0%
223 VALE VALE S A SPONSORED ADS (BRAZIL) Basic Materials 36.0 $573.0 $15.92 +2.7%
224 GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK Healthcare 8.0 $570.0 NEW $71.25 -9.7%
225 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 20.0 $550.0 +4.0 +25.0% $27.50 -0.3%
226 SOLV SOLVENTUM CORPORATION COM SHS Healthcare 8.0 $523.0 NEW $65.38 +16.5%
227 INFL HORIZON KINETICS INFLATION BENEFICIARIES 8.0 $417.0 $52.12 +1.9%
228 GEN GENERAL DIGITAL INCORPORATED Technology 21.0 $396.0 NEW $18.86 +31.8%
229 CRNC CERENCE INCORPORATED Technology 62.0 $392.0 NEW $6.32 +53.3%
230 CTVA CORTEVA INCORPORATED Basic Materials 4.0 $335.0 $83.75 -5.6%
231 ENB ENBRIDGE INCORPORATED (CANADA) Energy 6.0 $325.0 $54.17 +6.7%
232 WAB WABTEC Industrials 1.0 $250.0 NEW $250.00 +3.7%
233 VTRS VIATRIS INCORPORATED Healthcare 18.0 $244.0 NEW $13.56 +22.4%
234 UAA UNDER ARMOUR INCORPORATED CLASS A Consumer Cyclical 40.0 $237.0 NEW $5.92 -13.1%
235 UA UNDER ARMOUR INCORPORATED CLASS C Consumer Cyclical 40.0 $232.0 NEW $5.80 -13.3%
236 TNDM TANDEM DIABETES CARE INCORPORATED COM NEW Healthcare 12.0 $231.0 NEW $19.25 -21.9%
237 MANU MANCHESTER UTD PLC NEW ORD CLASS A (CAYMAN ISLANDS) Communication Services 12.0 $202.0 NEW $16.83 +19.0%
238 HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 2.0 $52.0 NEW $26.00 -2.1%
Page 12 of 12  ·  238 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
Financial Services 41.8%
Real Estate 19.3%
Basic Materials 15.2%
Energy 14.7%
Consumer Defensive 4.0%
Technology 2.1%
Industrials 1.0%
Healthcare 0.8%
Communication Services 0.4%
Utilities 0.3%