Accent Capital Management, LLC

data from 30/09/2025

Capitalization

$ 238.337 M 6.28 %

Average holding period

3 ans

Performance

$ 73.479 M 46.53 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Accent Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 10.13% 24.138 M $ 94797 2023/12/31 4.716 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORP 10.07% 24.004 M $ 128648 2023/12/31 4.083 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 9.85% 23.482 M $ 45337 2023/12/31 918.035 K $ 4.13 %
2025/09/30 GOOG ALPHABET INC A 9.36% 22.314 M $ 91755 2023/12/31 6.105 M $ 37.49 %
2025/09/30 META META PLATFORMS INC A 6.37% 15.192 M $ 21047 2023/12/31 -77.271 K $ -0.50 %
2025/09/30 SPY SPDR S&P 500 ETF 6.15% 14.665 M $ 21959 2023/12/31 1.101 M $ 7.80 %
2025/09/30 AMZN AMAZON.COM INC 5.04% 12.022 M $ 54754 2023/12/31 9.713 K $ 0.08 %
2025/09/30 VOO VANGUARD S&P 500 ETF 3.61% 8.600 M $ 14038 2024/06/30 627.463 K $ 7.80 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.42% 5.778 M $ 6242 2023/12/31 -394.734 K $ -6.50 %
2025/09/30 VUG VANGUARD GROWTH ETF 2.13% 5.081 M $ 33209 2025/06/30 1.749 M $ 27.84 %
2025/09/30 TSLA TESLA INC 2.05% 4.890 M $ 10996 2023/12/31 1.380 M $ 40.00 %
2025/09/30 JPM JPMORGAN CHASE & CO 2.04% 4.865 M $ 15422 2023/12/31 387.623 K $ 8.80 %
2025/09/30 LLY ELI LILLY AND CO 1.86% 4.436 M $ 5814 2023/12/31 -94.997 K $ -2.12 %
2025/09/30 AVGO BROADCOM INC 1.81% 4.320 M $ 13093 2024/09/30 697.837 K $ 19.68 %
2025/09/30 HON HONEYWELL INTL INC 1.69% 4.033 M $ 19157 2023/12/31 -422.870 K $ -9.61 %
2025/09/30 MA MASTERCARD INC A 1.62% 3.858 M $ 6782 2023/12/31 46.544 K $ 1.22 %
2025/09/30 V VISA INC A 1.59% 3.795 M $ 11115 2023/12/31 -201.099 K $ -3.85 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.14% 2.722 M $ 8194 2023/12/31 106.019 K $ 4.13 %
2025/09/30 NU NU HLDGS LTD A 1.12% 2.663 M $ 15775 2025/03/31 2.232 K $ 16.69 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S 1.07% 2.553 M $ 3657 2025/06/30 -254.893 K $ -9.04 %
2025/09/30 URI UNITED RENTALS INC 1.05% 2.501 M $ 2620 2023/12/31 82.114 K $ 26.71 %
2025/09/30 UNH UNITEDHEALTH GROUP I 0.98% 2.344 M $ 6788 2023/12/31 236.976 K $ 10.68 %
2025/09/30 WMT WALMART INC 0.90% 2.145 M $ 20816 2023/12/31 108.181 K $ 5.40 %
2025/09/30 VTI VANGUARD TOTAL STOCK MARKET ETF 0.89% 2.115 M $ 6428 2023/12/31 189.338 K $ 7.95 %
2025/09/30 LAM RESH CORP 0.79% 1.883 M $ 14033 2023/12/31 760.010 K $ 37.50 %
2025/09/30 SNOW SNOWFLAKE INC 0.67% 1.602 M $ 7102 2023/12/31 12.621 K $ 0.80 %
2025/09/30 BAC BANK OF AMERICA CORP 0.67% 1.599 M $ 31000 2023/12/31 129.688 K $ 9.02 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY I A 0.63% 1.508 M $ 2 2025/03/31 50.800 K $ 3.49 %
2025/09/30 WSM WILLIAMS SONOMA INC 0.61% 1.459 M $ 7463 2024/09/30 233.638 K $ 19.64 %
2025/09/30 HD HOME DEPOT INC 0.60% 1.438 M $ 3549 2023/12/31 136.505 K $ 10.52 %
2025/09/30 LOW LOWES COS INC 0.57% 1.362 M $ 5420 2023/12/31 156.591 K $ 13.27 %
2025/09/30 TJX TJX COS INC NEW 0.55% 1.302 M $ 9009 2023/12/31 182.777 K $ 17.05 %
2025/09/30 QCOM QUALCOMM INC 0.54% 1.297 M $ 7795 2023/12/31 116.887 K $ 4.46 %
2025/09/30 PEP PEPSICO INC 0.54% 1.292 M $ 9201 2023/12/31 73.693 K $ 6.36 %
2025/09/30 UBER UBER TECHNOLOGIES IN 0.54% 1.292 M $ 13185 2024/09/30 60.074 K $ 5.01 %
2025/09/30 NOW ISHARES RUSSELL 1000 GROWTH ETF 0.51% 1.204 M $ 1456 2023/12/31 -198.459 K $ -11.59 %
2025/09/30 APO APOLLO GLOBAL MGMT I 0.47% 1.130 M $ 8482 2025/03/31 -72.360 K $ -6.06 %
2025/09/30 BKNG BOOKING HLDGS INC 0.45% 1.080 M $ 200 2023/12/31 -77.993 K $ -6.74 %
2025/09/30 RCL ROYAL CARIBBEAN GROU 0.40% 947.108 K $ 2918 2023/12/31 30.202 K $ 3.33 %
2025/09/30 INTC INGREDION INC 0.39% 926.515 K $ 8790 2023/12/31 100.439 K $ 9.71 %
2025/09/30 CMG CHIPOTLE MEXICAN GRI 0.34% 820.717 K $ 20942 2023/12/31 -354.294 K $ -30.20 %
2025/09/30 VRT VERTIV HLDGS CO A 0.34% 817.812 K $ 5421 2025/03/31 119.209 K $ 17.48 %
2025/09/30 DE DEERE & CO 0.34% 803.040 K $ 1750 2023/12/31 -91.752 K $ -10.04 %
2025/09/30 CP CANADIAN PACIFIC KAN 0.27% 653.212 K $ 8750 2024/06/30 -42.489 K $ -6.03 %
2025/09/30 PINS PINTEREST INC A 0.23% 542.869 K $ 16875 2023/12/31 -62.615 K $ -10.29 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.22% 534.375 K $ 2500 2023/12/31 112.674 K $ 26.72 %
2025/09/30 GS GOLDMAN SACHS GROUP 0.20% 466.661 K $ 586 2023/12/31 51.919 K $ 12.52 %
2025/09/30 COKE COCA COLA CONSOLIDAT 0.17% 399.516 K $ 3410 2024/09/30 18.899 K $ 4.94 %
2025/09/30 BIL SPDR Blmbg 1-3 Mth T-Bill ETF 0.16% 390.247 K $ 4253 2025/09/30 0.000 $ 0.00 %
2025/09/30 KO THE COCA-COLA CO 0.16% 373.914 K $ 5595 2023/12/31 -25.614 K $ -6.22 %
2025/09/30 BABA ALIBABA GROUP HLDG L ADR 0.13% 302.232 K $ 1691 2023/12/31 102.944 K $ 56.60 %
2025/09/30 BYDDY BYD CO LTD ADR 0.12% 296.059 K $ 21012 2025/03/31 -32.303 K $ -9.74 %
2025/09/30 ODFL OLD DOMINION FREIGHT 0.12% 285.783 K $ 2030 2023/12/31 -43.685 K $ -13.26 %
2025/09/30 VIG VANGUARD DIVIDEND APPRECIATION ETF 0.11% 272.487 K $ 1261 2023/12/31 14.022 K $ 5.43 %
2025/09/30 ORCL ORACLE CORP 0.11% 263.241 K $ 936 2023/12/31 65.114 K $ 28.64 %
2025/09/30 INVSC S P 500 EQUAL WEIGHT ETF 0.10% 243.575 K $ 1284 2025/06/30 10.220 K $ 4.38 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY Class B 0.09% 219.697 K $ 437 2025/09/30 0.000 $ 0.00 %
2025/09/30 NSRGY NESTLE S A ADR 0.09% 215.201 K $ 2345 2025/03/31 -16.919 K $ -7.60 %
2025/09/30 SCHX SCHWAB US LARGE CAP ETF 0.08% 197.550 K $ 7500 2024/06/30 14.249 K $ 7.77 %
2025/09/30 TCEHY TENCENT HLDGS LTD ADR 0.08% 179.115 K $ 2285 2025/03/31 45.120 K $ 33.63 %
2025/09/30 USB US BANCORP DEL 0.08% 178.889 K $ 3662 2023/12/31 11.278 K $ 6.73 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.07% 173.182 K $ 934 2023/12/31 30.513 K $ 21.39 %
2025/09/30 IBKR INTERACTIVE BROKERS Class A 0.06% 132.115 K $ 1920 2024/06/30 25.728 K $ 24.18 %
2025/09/30 ICE INTERCONTINENTAL EXC 0.05% 126.360 K $ 750 2023/12/31 -11.242 K $ -8.17 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR ADR 0.05% 124.650 K $ 445 2023/12/31 23.496 K $ 23.23 %
2025/09/30 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.05% 111.894 K $ 600 2024/09/30 5.850 K $ 5.52 %
2025/09/30 SHW SHERWIN-WILLIAMS CO 0.05% 111.496 K $ 322 2023/12/31 1.023 K $ 0.84 %
2025/09/30 FDX FEDEX CORP 0.04% 106.767 K $ 450 2023/12/31 6.375 K $ 3.72 %
2025/09/30 MAR MARRIOTT INTL INC NE A 0.04% 104.176 K $ 400 2023/12/31 -5.107 K $ -4.67 %
2025/09/30 HBAN HUNTINGTON BANCSHARE 0.04% 101.588 K $ 5830 2023/12/31 3.185 K $ 3.02 %
2025/09/30 FCNCA FIRST CTZNS BANCSHAR A 0.04% 89.458 K $ 50 2023/12/31 -8.365 K $ -8.55 %
2025/09/30 PDD PDD HOLDINGS INC ADR ADR 0.04% 85.911 K $ 650 2023/12/31 17.881 K $ 26.29 %
2025/09/30 SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 0.04% 85.580 K $ 2000 2024/06/30 4.599 K $ 5.68 %
2025/09/30 NKE NIKE INC Class B 0.03% 78.265 K $ 1116 2023/12/31 -1.461 K $ -1.83 %
2025/09/30 AZN ASTRAZENECA PLC ADR 0.03% 76.720 K $ 1000 2023/12/31 6.840 K $ 9.79 %
2025/09/30 BN BROOKFIELD CORP A 0.03% 74.684 K $ 1089 2024/06/30 -20.856 K $ -26.08 %
2025/09/30 SYK STRYKER CORP 0.03% 74.102 K $ 200 2023/12/31 -5.191 K $ -6.55 %
2025/09/30 HVRRY HANNOVER RUECK SE ADR 0.03% 73.576 K $ 1461 2025/03/31 -3.623 K $ -4.69 %
2025/09/30 ARGX ARGENX SE ADR 0.03% 73.018 K $ 99 2023/12/31 18.447 K $ 33.80 %
2025/09/30 BIDU BAIDU INC A ADR 0.03% 72.474 K $ 550 2023/12/31 25.305 K $ 53.65 %
2025/09/30 SPVM INVESCO S AND P 500 VL WITH ETF 0.03% 65.753 K $ 1000 2024/12/31 5.969 K $ 9.99 %
2025/09/30 FSV FIRSTSERVICE CORP NE 0.03% 60.854 K $ 319 2023/12/31 5.062 K $ 9.07 %
2025/09/30 EBKDY ERSTE GROUP BK A G ADR 0.03% 60.123 K $ 1225 2025/03/31 11.991 K $ 15.10 %
2025/09/30 NFLX NETFLIX INC 0.02% 58.747 K $ 49 2023/12/31 -7.431 K $ -10.47 %
2025/09/30 SWDBY SWEDBANK A B ADR 0.02% 56.730 K $ 1876 2025/03/31 9.593 K $ 14.29 %
2025/09/30 ASML ASML HLDG N V ADR 0.02% 56.149 K $ 58 2023/12/31 9.668 K $ 20.80 %
2025/09/30 KGSPY KINGSPAN GROUP PLC ADR 0.02% 53.114 K $ 631 2025/03/31 -599.000 $ -1.12 %
2025/09/30 SAFRY SAFRAN ADR 0.02% 52.986 K $ 600 2024/12/31 3.984 K $ 8.13 %
2025/09/30 ASHTY ASHTEAD GROUP PLC ADR 0.02% 52.895 K $ 197 2025/03/31 2.070 K $ 3.68 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.02% 51.554 K $ 68 2025/03/31 4.058 K $ 8.54 %
2025/09/30 QQQ INVESCO QQQ TR 0.02% 49.888 K $ 83 2024/03/31 2.826 K $ 8.82 %
2025/09/30 MCD MCDONALDS CORP 0.02% 45.584 K $ 150 2023/12/31 1.757 K $ 4.01 %
2025/09/30 LITE LUMENTUM HLDGS INC 0.02% 43.118 K $ 265 2024/09/30 21.377 K $ 71.17 %
2025/09/30 RBA RB GLOBAL INC 0.02% 42.369 K $ 391 2023/12/31 848.000 $ 2.04 %
2025/09/30 C CITIGROUP INC 0.02% 41.818 K $ 412 2023/12/31 6.748 K $ 19.24 %
2025/09/30 SQM SOCIEDAD QUIMICA Y M ADR 0.02% 40.315 K $ 938 2023/12/31 8.118 K $ 21.86 %
2025/09/30 RKLB ROCKET LAB CORP 0.02% 40.101 K $ 837 2024/09/30 8.922 K $ 33.94 %
2025/09/30 SONY SONY GROUP CORP ADR 0.02% 39.730 K $ 1380 2023/12/31 4.504 K $ 10.60 %
2025/09/30 KRE ST SRT SPDR S&P RGNL BNKNG ETF 0.02% 37.980 K $ 600 2025/03/31 1.172 K $ 6.58 %
2025/09/30 AIQUY AIR LIQUIDE ADR 0.02% 37.287 K $ 900 2025/03/31 117.000 $ 0.31 %