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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 8 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 149.0 $16K 0.01% +49.0 +49.0% $109.36 +21.6%
142 QQQ INVESCO QQQ TRUST Financial Services 28.0 $16K 0.01% $577.21 +24.3%
143 R RYDER SYSTEMS INCORPORATED Industrials 78.0 $16K 0.01% NEW $204.72 +19.2%
144 ICE INTERCONTINENTAL EXCHANGE INCORPORATED Financial Services 100.0 $16K 0.01% $157.28 -2.7%
145 ZION ZIONS BANCORPORATION NATL ASSOCIATION Financial Services 271.0 $16K 0.01% NEW $57.62 +7.8%
146 MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A Consumer Defensive 269.0 $16K 0.01% $57.64 +7.1%
147 GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) Healthcare 269.0 $15K 0.01% NEW $55.19 -6.9%
148 ORCL ORACLE CORPORATION Technology 100.0 $15K 0.01% NEW $147.11 +30.6%
149 STT STATE STR CORPORATION Financial Services 115.0 $15K 0.01% NEW $126.57 +21.6%
150 THC TENET HEALTHCARE CORPORATION COM NEW Healthcare 77.0 $15K 0.01% NEW $188.71 -7.9%
151 IVV ISHARES TR CORE S&P500 ETF 22.0 $14K 0.01% NEW $653.23 +14.7%
152 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 48.0 $14K 0.01% +20.0 +71.4% $291.69 +5.1%
153 NI NISOURCE INCORPORATED Utilities 290.0 $14K 0.01% NEW $46.66 +2.5%
154 WSM WILLIAMS SONOMA INCORPORATED Consumer Cyclical 73.0 $13K 0.01% NEW $182.34 +5.6%
155 CMCSA COMCAST CORPORATION NEW CLASS A Communication Services 450.0 $13K 0.01% NEW $28.71 -12.2%
156 TPL TEXAS PACIFIC LAND CORPORATION Energy 27.0 $13K 0.01% $474.59 -15.3%
157 CCJ CAMECO CORPORATION (CANADA) Energy 117.0 $13K 0.01% +8.0 +7.3% $108.62 -3.6%
158 LMT LOCKHEED MARTIN CORPORATION Industrials 21.0 $13K 0.01% NEW $604.43 -11.8%
159 AIZ ASSURANT INCORPORATED Financial Services 56.0 $12K 0.01% NEW $217.82 +17.0%
160 UHS UNIVERSAL HLTH SVCS INCORPORATED CLASS B Healthcare 66.0 $12K 0.01% NEW $178.98 -11.8%
Page 8 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%