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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 1 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FPI FARMLAND PARTNERS INCORPORATED REIT Real Estate 1,426,948.0 $16.0M 9.93% +89K +6.7% $11.23 -6.8%
2 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA) Financial Services 378,692.0 $13.4M 8.31% +19K +5.3% $35.44 -3.0%
3 OUNZ VANECK MERK GOLD ETF Financial Services 273,228.0 $12.3M 7.63% -25K -8.5% $45.05 -3.1%
4 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA) Financial Services 463,560.0 $11.3M 7.00% -57K -11.0% $24.39 +1.1%
5 COWZ PACER US CASH COWS 100 ETF 175,495.0 $11.0M 6.80% -3K -1.8% $62.56 +1.3%
6 UROY URANIUM RTY CORPORATION (CANADA) Energy 2,510,188.0 $9.2M 5.68% +40K +1.6% $3.65 -5.8%
7 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 43,444.0 $7.7M 4.80% +18K +69.4% $178.23 -90.0%
8 FLBR FRANKLIN FTSE BRAZIL ETF 309,029.0 $7.4M 4.57% +27K +9.7% $23.89 -2.7%
9 FLJP FRANKLIN FTSE JAPAN ETF 172,812.0 $6.3M 3.87% +23K +15.4% $36.18 +8.1%
10 JOE ST JOE COMPANY Real Estate 97,515.0 $6.1M 3.79% $62.80 +2.0%
11 AEM AGNICO EAGLE MINES LIMITED (CANADA) Basic Materials 28,473.0 $5.8M 3.58% -3K -10.8% $202.98 -12.4%
12 AGI ALAMOS GOLD INCORPORATED COM CLASS A (CANADA) Basic Materials 112,605.0 $5.0M 3.10% -1K -1.2% $44.43 -11.7%
13 IDRV ISHARES TR SELF DRIVNG EV 113,675.0 $4.4M 2.71% +29K +33.5% $38.53 +10.4%
14 ALCO ALICO INCORPORATED Consumer Defensive 100,635.0 $4.2M 2.57% +6K +6.6% $41.26 -1.0%
15 EXPAND ENERGY CORPORATION 36,795.0 $4.0M 2.50% +17K +86.1% $109.78
16 CGAU CENTERRA GOLD INCORPORATED (CANADA) Basic Materials 199,007.0 $3.5M 2.19% +9K +4.8% $17.79 -6.6%
17 BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY 130,289.0 $3.2M 1.96% NEW $24.29 +3.2%
18 AVDE AVANTIS INTERNATIONAL EQUITY ETF 33,137.0 $2.8M 1.74% -212.0 -0.6% $84.84 +7.1%
19 PPTA PERPETUA RESOURCES CORPORATION (CANADA) Basic Materials 72,429.0 $2.0M 1.26% +5K +6.9% $28.12 -2.2%
20 RRC RANGE RES CORPORATION Energy 43,962.0 $2.0M 1.23% +2K +3.9% $45.18 -6.9%
Page 1 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%