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ACCORDANT ADVISORY GROUP INC 13F portfolio summary

ACCORDANT ADVISORY GROUP INC of ACCORDANT ADVISORY GROUP INC has 237 current stock holdings with a reported portfolio value of $161.4M. The portfolio 1 year return is +33.90%. Top holdings include KRP (0.00%), BP (0.00%), GSK (0.00%), HLN (0.00%), QQQ (0.00%).

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ACCORDANT ADVISORY GROUP INC

ACCORDANT ADVISORY GROUP INC
Latest filing: 2026-03-31

ACCORDANT ADVISORY GROUP INC runs ACCORDANT ADVISORY GROUP INC and currently holds 237 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $161.41M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ACCORDANT ADVISORY GROUP INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ACCORDANT ADVISORY GROUP INC's portfolio at ACCORDANT ADVISORY GROUP INC has delivered returns of +33.90%. Their 3-year annualized return is +42.89%. Looking at the 5-year horizon, ACCORDANT ADVISORY GROUP INC has achieved +42.89% annualized returns at ACCORDANT ADVISORY GROUP INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+33.90%
#0/1000
3 Year
+42.89%
#0/1000
5 Year
+42.89%
#0/1000

Portfolio Value

$161.41M

Alpha Score

37.6

#0 of 1000

Holdings

237

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change