CIK 1602730
Abacus Planning Group, Inc.
Institutional 13F holdings & portfolio
Holdings
266
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 266
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 497 | $100K–$500K | SH |
| BAX | BAXTER INTL INC | 15K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| UI | UBIQUITI INC | 515 | $100K–$500K | SH |
| EQT | EQT CORP | 5K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| AU | ANGLOGOLD ASHANTI PLC | 3K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 910 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 903 | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| BRT | BRT APARTMENTS CORP | 18K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| HSY | HERSHEY CO | 1K | $100K–$500K | SH |
| ARW | ARROW ELECTRS INC | 2K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 5K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 807 | $100K–$500K | SH |
| AVRE | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| DOV | DOVER CORP | 1K | $100K–$500K | SH |
| HPQ | HP INC | 11K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 301 | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 830 | $100K–$500K | SH |
| DHC | DIVERSIFIED HEALTHCARE TR | 49K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 671 | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 6K | $100K–$500K | SH |
| FLR | FLUOR CORP NEW | 6K | $100K–$500K | SH |
| NGVT | INGEVITY CORP | 4K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| DC | DAKOTA GOLD CORP | 40K | $100K–$500K | SH |
| HL | HECLA MNG CO | 12K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 715 | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| ORA | ORMAT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 441 | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP | 2K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 3K | $100K–$500K | SH |
| GPN | GLOBAL PMTS INC | 3K | $100K–$500K | SH |
| FTV | FORTIVE CORP | 4K | $100K–$500K | SH |
| MRCY | MERCURY SYS INC | 3K | $100K–$500K | SH |
| APA | APA CORPORATION | 9K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 672 | $100K–$500K | SH |
| FLEX | FLEX LTD | 3K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 2K | $100K–$500K | SH |
| NULV | NUSHARES ETF TR | 5K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 4K | $100K–$500K | SH |