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Portfolio (Quarterly) Guide ↗

ABOUND FINANCIAL, LLC

· CIK 0002024264
13F Portfolio $229M AUM 283 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 12 Added 67 Reduced 8 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVS NOVARTIS AG Healthcare 787.0 $120K 0.05% -61.0 -7.2% $152.75 -1.1%
42 GOOG ALPHABET INC Communication Services 357.0 $102K 0.04% -32.0 -8.2% $286.86 +34.2%
43 FDN FIRST TRUST 435.0 $102K 0.04% -20.0 -4.4% $234.03 +17.3%
44 ROST ROSS STORES Consumer Cyclical 448.0 $97K 0.04% -225.0 -33.4% $216.63 +7.8%
45 A AGILENT TECHNOLOGIES Healthcare 843.0 $96K 0.04% -18.0 -2.1% $113.95 +1.6%
46 LOW LOWES COMPANIES Consumer Cyclical 375.0 $89K 0.04% -11.0 -2.9% $236.04 -8.1%
47 IUSV ISHARES CORE 650.0 $66K 0.03% -156.0 -19.4% $102.25 +8.0%
48 ELV ELEVANCE HEALTH Healthcare 215.0 $63K 0.03% -10.0 -4.4% $292.24 +34.0%
49 GLDM SPDR GOLD Financial Services 665.0 $62K 0.03% -35K -98.1% $92.69 -5.0%
50 FSLR FIRST SOLAR Energy 308.0 $61K 0.03% -30.0 -8.9% $197.26 +38.7%
51 DIS WALT DISNEY Communication Services 491.0 $47K 0.02% -378.0 -43.5% $96.33 +8.1%
52 LIN LINDE PLC Basic Materials 75.0 $37K 0.02% -9.0 -10.7% $492.56 +3.1%
53 ABNB AIRBNB INC Consumer Cyclical 273.0 $34K 0.01% -16.0 -5.5% $126.28 +4.6%
54 KMX CARMAX INC Consumer Cyclical 725.0 $30K 0.01% -290.0 -28.6% $41.58 +1.6%
55 BAC BANK AMERICA Financial Services 438.0 $21K 0.01% -35.0 -7.4% $48.75 +4.8%
56 PLD PROLOGIS INC Real Estate 156.0 $21K 0.01% -16.0 -9.3% $132.04 +11.0%
57 EBAY EBAY INC Consumer Cyclical 218.0 $20K 0.01% -79.0 -26.6% $91.02 +21.2%
58 SUB ISHARES SHORT 146.0 $16K 0.01% -118.0 -44.7% $106.51 -0.1%
59 SRLN STATE STREET 386.0 $15K 0.01% -386.0 -50.0% $40.14 +1.1%
60 COIN COINBASE GLOBAL Financial Services 75.0 $13K 0.01% -3.0 -3.9% $174.63 -0.5%
Page 3 of 4  ·  67 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 30.2%
Financial Services 28.2%
Consumer Cyclical 12.5%
Communication Services 11.3%
Energy 6.2%
Consumer Defensive 3.8%
Healthcare 3.6%
Industrials 3.0%
Basic Materials 0.7%
Utilities 0.3%