Fund HoldingsAccordant Advisory Group Inc

Total Portfolio Value
$161.41M
Total Bought
$24.98M
Total Sold
$11.71M
Net Transaction
+$13.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ABRDN BLOOMBERG ALL COMMODITY STRATEGY0130,289+130,28903,1651.96%+3,165
FARMLAND PARTNERS INCORPORATED REIT1,337,8311,426,948+89,11712,96416,0259.93%+3,061
ABRDN PHYSICAL PLATINUM SHARES ETF25,64743,444+17,7974,7817,7434.80%+2,962
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
0309,029+309,02907,3834.57%+7,383
EXPAND ENERGY CORPORATION(EXE)19,77336,795+17,0222,1824,0392.50%+1,857
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA)(PHYS)359,717378,692+18,97511,87813,4218.31%+1,543
ISHARES TR SELF DRIVNG EV
SELF DRIVNG EV
85,163113,675+28,5123,2304,3802.71%+1,150
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
0172,812+172,81206,2523.87%+6,252
ELEMENTAL RTY CORPORATION COM NEW (CANADA)(ELE)045,945+45,94508660.54%+866
CENTERRA GOLD INCORPORATED (CANADA)(CGAU)189,821199,007+9,1862,7283,5402.19%+813
ALICO INCORPORATED94,411100,635+6,2243,4354,1522.57%+718
ALAMOS GOLD INCORPORATED COM CLASS A (CANADA)114,001112,605-1,3964,3985,0033.10%+605
RANGE RES CORPORATION(RRC)043,962+43,96201,9861.23%+1,986
LAM RESEARCH CORPORATION COM NEW(LRCX)02,111+2,11104510.28%+451
URANIUM RTY CORPORATION (CANADA)02,510,188+2,510,18809,1625.68%+9,162
MICROSOFT CORPORATION(MSFT)01,965+1,96507270.45%+727
PERPETUA RESOURCES CORPORATION (CANADA)(PPTA)67,73372,429+4,6961,6402,0371.26%+397
AGNICO EAGLE MINES LIMITED (CANADA)(AEM)31,90328,473-3,4305,4095,7793.58%+371
NEXGEN ENERGY LIMITED (CANADA)(NXE)143,412144,962+1,5501,3191,6821.04%+362
ST JOE COMPANY(JOE)97,05197,515+4645,7626,1243.79%+362
DENISON MINES CORPORATION (CANADA)(DNN)394,420399,231+4,8111,0491,4090.87%+360
ANTERO RESOURCES CORPORATION(AR)48,18944,686-3,5031,6611,8961.17%+236
PACER US CASH COWS 100 ETF
US CASH COWS 100
178,789175,495-3,29410,75810,9796.80%+221
RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM)(RIO)10,42110,473+528349770.61%+143
EXXON MOBIL CORPORATION150850+700181440.09%+126
APPLE INCORPORATED(AAPL)1,7042,249+5454635710.35%+108
VANGUARD DIVIDEND APPRECIATION ETF1,0131,513+5002233250.20%+103
JOHNSON & JOHNSON(JNJ)1,9312,031+1004004960.31%+97
CHEVRON CORPORATION(CVX)0671+67101390.09%+139
COCA COLA COMPANY(KO)01,513+1,51301150.07%+115
GILEAD SCIENCES INCORPORATED(GILD)350875+525431220.08%+79
AVANTIS INTERNATIONAL EQUITY ETF33,34933,137-2122,7452,8111.74%+66
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
02,364+2,36401110.07%+111
STATE STREET SPDR S&P GLOBAL DIVIDEND ETF
ST STR SP GLBDIV
2,2673,022+7551712330.14%+62
APPLOVIN CORPORATION COM CLASS A(APP)0152+1520600.04%+60
VANECK GOLD MINERS ETF
GOLD MINERS ETF
06,177+6,17705670.35%+567
ELI LILLY & COMPANY(LLY)060+600550.03%+55
ISHARES GOLD TR ISHARES NEW(IAU)01,077+1,0770950.06%+95
ISHARES TR MSCI POLAND ETF
MSCI POLAND ETF
54,90554,549-3561,9321,9861.23%+54
KEYSIGHT TECHNOLOGIES INCORPORATED(KEYS)0183+1830520.03%+52
SCHWAB CHARLES CORPORATION(SCHW)0500+5000470.03%+47
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
0431+4310420.03%+42
AGILENT TECHNOLOGIES INCORPORATED(A)0366+3660420.03%+42
GENERAL DYNAMICS CORPORATION(GD)0749+74902570.16%+257
WALMART INCORPORATED(WMT)0300+3000370.02%+37
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
ST STR MSCI USAQ
0204+2040350.02%+35
HEWLETT PACKARD ENTERPRISE COMPANY(HPE)01,499+1,4990360.02%+36
KLA CORPORATION COM NEW(KLAC)023+230340.02%+34
DEERE & COMPANY(DE)33633601561890.12%+33
JPMORGAN CHASE & COMPANY(JPM)0109+1090320.02%+32
ARISTA NETWORKS INCORPORATED COM SHS(ANET)0252+2520310.02%+31
SPROTT FDS TR URANIUM MINING ETF
URANI MINER ETF
07,327+7,32704630.29%+463
HP INCORPORATED(HPQ)01,578+1,5780300.02%+30
SALESFORCE INCORPORATED(CRM)0150+1500280.02%+28
BRISTOL-MYERS SQUIBB COMPANY(BMY)583980+39731590.04%+28
MOTOROLA SOLUTIONS INCORPORATED COM NEW(MSI)0171+1710740.05%+74
SHELL PLC SPON ADS (UNITED KINGDOM)(SHEL)0295+2950270.02%+27
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
3,6743,706+324184450.28%+27
CISCO SYSTEMS INCORPORATED(CSCO)8001,100+30062850.05%+24
UNITED THERAPEUTICS CORPORATION DEL(UTHR)038+380230.01%+23
BP PLC SPONSORED ADR (UNITED KINGDOM)(BP)300700+40010330.02%+22
ROYAL CARIBBEAN GROUP (LIBERIA)
COM
080+800220.01%+22
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH(WT)0440+4400210.01%+21
ISHARES TR MSCI ACWI ETF0153+1530210.01%+21
VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD0400+4000200.01%+20
UNITED BANKSHARES INCORPORATED WEST VA(UBSI)6,5006,50002502690.17%+20
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF0704+7040200.01%+20
APPLIED MATLS INCORPORATED056+560190.01%+19
EBAY INCORPORATED.(EBAY)0200+2000180.01%+18
MKS INCORPORATED.(MKSI)078+780180.01%+18
VALERO ENERGY CORPORATION(VLO)212212035520.03%+18
RYDER SYSTEMS INCORPORATED(R)078+780160.01%+16
MICRON TECHNOLOGY INCORPORATED(MU)3003000861010.06%+16
ZIONS BANCORPORATION NATL ASSOCIATION(ZION)0271+2710160.01%+16
GSK PLC SPONSORED ADR (UNITED KINGDOM)(GSK)0269+2690150.01%+15
HONEYWELL INTERNATIONAL INCORPORATED(HON)0478+47801080.07%+108
ORACLE CORPORATION(ORCL)0100+1000150.01%+15
STATE STR CORPORATION(STT)0115+1150150.01%+15
TENET HEALTHCARE CORPORATION COM NEW(THC)077+770150.01%+15
ISHARES TR CORE S&P500 ETF022+220140.01%+14
SYSCO CORPORATION(SYY)0350+3500250.02%+25
NISOURCE INCORPORATED(NI)0290+2900140.01%+14
CHENIERE ENERGY INCORPORATED COM NEW(LNG)150150029430.03%+13
WILLIAMS SONOMA INCORPORATED(WSM)073+730130.01%+13
KINDER MORGAN INCORPORATED DEL(KMI)02,180+2,1800730.05%+73
COMCAST CORPORATION NEW CLASS A(CCZ)0450+4500130.01%+13
LOCKHEED MARTIN CORPORATION(LMT)021+210130.01%+13
ASSURANT INCORPORATED(AIZ)056+560120.01%+12
UNIVERSAL HLTH SVCS INCORPORATED CLASS B(UHS)066+660120.01%+12
FREEPORT MCMORAN INCORPORATED CLASS B(FCX)0200+2000120.01%+12
PNC FINL SVCS GROUP INCORPORATED(PNC)056+560120.01%+12
VISA INCORPORATED COM CLASS A(V)101155+5435470.03%+11
ZOOM COMMUNICATIONS INCORPORATED CLASS A(ZM)0139+1390110.01%+11
EOG RES INCORPORATED(EOG)077+770110.01%+11
OSHKOSH CORPORATION(OSK)075+750110.01%+11
DEVON ENERGY CORPORATION NEW(DVN)0219+2190110.01%+11
REINSURANCE GROUP AMER INCORPORATED COM NEW(RGA)053+530110.01%+11
PHILLIPS 66(PSX)200200026360.02%+11
WILLIAMS COMPANIES INCORPORATED(WMB)807807049590.04%+10
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
0199+1990100.01%+10
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