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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 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIS WALT DISNEY Communication Services 491.0 $47K 0.02% -378.0 -43.5% $96.33 +7.7%
122 CSCO CISCO SYSTEMS Technology 586.0 $45K 0.02% $77.59 +52.9%
123 MO ALTRIA GROUP Consumer Defensive 664.0 $44K 0.02% $65.99 +9.1%
124 TCBK TRICO BANCSHARES Financial Services 908.0 $43K 0.02% $47.54 +5.8%
125 IVE ISHARES S&P 202.0 $43K 0.02% $211.15 +8.1%
126 DUK DUKE ENERGY Utilities 323.0 $42K 0.02% $130.94 -5.5%
127 ECL ECOLAB INC Basic Materials 156.0 $42K 0.02% $266.86 -2.5%
128 GD GENERAL DYNAMICS Industrials 117.0 $40K 0.02% $343.22 +1.7%
129 WMB WILLIAMS COS Energy 542.0 $39K 0.02% $72.78 +0.5%
130 PLTR PALANTIR TECHNOLOGIES Technology 267.0 $39K 0.02% $146.28 -2.0%
131 SPVM INVESCO S&P 562.0 $39K 0.02% +3.0 +0.5% $68.87 +5.3%
132 CRCL CIRCLE INTERNET Financial Services 400.0 $38K 0.02% NEW $95.41 +13.4%
133 AXP AMERICAN EXPRESS Financial Services 122.0 $37K 0.02% $303.43 +3.9%
134 LIN LINDE PLC Basic Materials 75.0 $37K 0.02% -9.0 -10.7% $492.56 +1.9%
135 GRAB GRAB HOLDINGS Technology 10,000.0 $37K 0.02% $3.66 -3.3%
136 ETHE GRAYSCALE ETHEREUM Financial Services 2,143.0 $37K 0.02% $17.07 -4.5%
137 SLYV STATE STREET 382.0 $36K 0.02% $94.58 +11.2%
138 PFE PFIZER INC Healthcare 1,238.0 $35K 0.01% $28.08 -6.9%
139 LHX L3HARRIS TECHNOLOGIES Industrials 100.0 $35K 0.01% $345.15 -8.8%
140 ABNB AIRBNB INC Consumer Cyclical 273.0 $34K 0.01% -16.0 -5.5% $126.28 +6.5%
Page 7 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%