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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 6 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN Industrials 110.0 $66K 0.03% +1.0 +0.9% $602.14 -11.1%
102 AMAT APPLIED MATERIALS Technology 191.0 $65K 0.03% $341.79 +31.1%
103 CRWD CROWDSTRIKE HOLDINGS Technology 166.0 $65K 0.03% NEW $390.41 +71.8%
104 IEFA ISHARES CORE 710.0 $64K 0.03% $90.53 +8.2%
105 ELV ELEVANCE HEALTH Healthcare 215.0 $63K 0.03% -10.0 -4.4% $292.24 +33.1%
106 IWM ISHARES RUSSELL 253.0 $63K 0.03% $248.00 +17.9%
107 TM TOYOTA MOTOR Consumer Cyclical 300.0 $62K 0.03% $206.09 -6.9%
108 GLDM SPDR GOLD Financial Services 665.0 $62K 0.03% -35K -98.1% $92.69 -3.9%
109 COST COSTCO WHOLESALE Consumer Defensive 61.0 $61K 0.03% NEW $996.43 +0.2%
110 FSLR FIRST SOLAR Energy 308.0 $61K 0.03% -30.0 -8.9% $197.26 +54.6%
111 LPLA LPL FINANCIAL Financial Services 193.0 $58K 0.03% +191.0 +9550.0% $301.46 -11.3%
112 FDX FEDEX CORP Industrials 161.0 $57K 0.03% +1.0 +0.6% $355.32 +15.6%
113 VGT VANGUARD INFORMATION 81.0 $57K 0.03% $697.72 -83.0%
114 ORLY O REILLY AUTOMOTIVE Consumer Cyclical 609.0 $56K 0.03% $92.31 -4.3%
115 VOO VANGUARD S&P 90.0 $54K 0.02% $597.54 +16.1%
116 HSY HERSHEY COMPANY Consumer Defensive 250.0 $52K 0.02% $207.89 -5.6%
117 ENZL ISHARES MSCI 1,173.0 $50K 0.02% $42.65 +9.2%
118 PFFD GLOBAL X 2,712.0 $50K 0.02% $18.40 +3.2%
119 YUMC YUM CHINA Consumer Cyclical 1,000.0 $49K 0.02% $48.78 -11.1%
120 PLBC PLUMAS BANCORP Financial Services 970.0 $47K 0.02% $48.82 +7.5%
Page 6 of 15  ·  283 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%