account_balance

Investment manager · 13F filer · SEC CIK 2013499

Accordant Advisory Group Inc

Reported value$159Mas of Sep 30, 2026
Positions250 12 new, 4 sold out
Top 10 weight58.5%FPI alone is 10%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • VFLO $9.02M
  • SGOV $4.85M
  • ITAN $1.56M
  • BWXT $1.08M
arrow_upwardAdded
arrow_downwardTrimmed
  • BCI −33%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

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