Accordant Advisory Group Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$161.4M
Q ending 2026-03-31
Prior quarter
$144.9M
Q ending 2025-12-31
Change
+11.4% QoQ · +57.8% YoY
Positions
238
reported holdings

Largest positions

Top 100 of 238 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Farmland Partners Incorporated ReiFPIShares$16.0M1.4M
Sprott Asset Management Lp PhysicaPHYSShares$13.4M379K
Vaneck Merk Gold EtfOUNZShares$12.3M273K
Sprott Asset Management Lp PhysicaPSLVShares$11.3M464K
Pacer Us Cash Cows 100 EtfCOWZShares$11.0M175K
Uranium Rty Corporation (Canada)UROYShares$9.2M2.5M
Abrdn Physical Platinum Shares EtfPPLTShares$7.7M43K
Franklin Ftse Brazil EtfFLBRShares$7.4M309K
Franklin Ftse Japan EtfFLJPShares$6.3M173K
St Joe CompanyJOEShares$6.1M98K
Agnico Eagle Mines Limited (CanadaAEMShares$5.8M28K
Alamos Gold Incorporated Com ClassAGIShares$5.0M113K
Ishares Tr Self Drivng EvIDRVShares$4.4M114K
Alico IncorporatedALCOShares$4.2M101K
Expand Energy CorporationEXEShares$4.0M37K
Centerra Gold Incorporated (CanadaCGAUShares$3.5M199K
Abrdn Bloomberg All Commodity StraBCIShares$3.2M130K
Avantis International Equity EtfAVDEShares$2.8M33K
Perpetua Resources Corporation (CaPPTAShares$2.0M72K
Range Res CorporationRRCShares$2.0M44K
Ishares Tr Msci Poland EtfEPOLShares$2.0M55K
Antero Resources CorporationARShares$1.9M45K
Nexgen Energy Limited (Canada)NXEShares$1.7M145K
Denison Mines Corporation (Canada)DNNShares$1.4M399K
Rio Tinto Plc Sponsored Adr (UniteRIOShares$977K10K
Elemental Rty Corporation Com New ELEShares$866K46K
Sprott Asset Management Lp PhysicaCEFShares$865K18K
Jackson Financial Incorporated ComJXNShares$745K7K
Microsoft CorporationMSFTShares$727K2K
Apple IncorporatedAAPLShares$571K2K
Vaneck Gold Miners EtfGDXShares$567K6K
Johnson & JohnsonJNJShares$496K2K
Sprott Fds Tr Uranium Mining EtfURNMShares$463K7K
Atlantic Un Bankshares CorporationAUBShares$452K13K
Lam Research Corporation Com NewLRCXShares$451K2K
Vaneck Junior Gold Miners EtfGDXJShares$445K4K
Demz Political Contributions EtfDEMZShares$418K10K
Alphabet Incorporated Cap Stk ClasGOOGLShares$339K1K
Vanguard Index Funds S&P 500 Etf SVOOShares$332K555
Oklo Incorporated Com Class AOKLOShares$330K7K
Vanguard Dividend Appreciation EtfVIGShares$325K2K
Norfolk Southn CorporationNSCShares$301K1K
United Bankshares Incorporated WesUBSIShares$269K7K
General Dynamics CorporationGDShares$257K749
Ishares Incorporated Msci Glb Slv&SLVPShares$240K7K
State Street Spdr S&P Global DividWDIVShares$233K3K
State Street Spdr S&P Emerging MarEDIVShares$201K5K
Deere & CompanyDEShares$189K336
Schwab Us Dividend Equity EtfSCHDShares$164K5K
Berkshire Hathaway Incorporated DeBRK/BShares$153K320
Truist Finl CorporationTFCShares$151K3K
Exxon Mobil CorporationXOMShares$144K850
Chevron CorporationCVXShares$139K671
Range Nuclear Renaissance Index EtNUKZShares$138K2K
Marriott International IncorporateMARShares$124K380
Gilead Sciences IncorporatedGILDShares$122K875
Bcp Investment Corporation Com NewBCICShares$121K16K
Ishares Tr Us Hlthcare EtfIYHShares$120K2K
Coca Cola CompanyKOShares$115K2K
Wisdomtree Japan Hedged Equity FunDXJShares$113K710
First Trust Value Line Dividend InFVDShares$111K2K
Honeywell International IncorporatHONGBPShares$108K478
T Rowe Price Etf Inc Capital AppreTCAFShares$106K3K
Micron Technology IncorporatedMUShares$101K300
Ishares Tr Select Divid EtfDVYShares$96K633
Ishares Gold Tr Ishares NewIAUShares$95K1K
State Street Spdr S&P 500 Etf TrusSPYShares$93K143
Cisco Systems IncorporatedCSCOShares$85K1K
Pepsico IncorporatedPEPShares$84K541
Philip Morris International IncorpPMShares$83K500
Rtx CorporationRTXShares$79K412
Meta Platforms Incorporated Class METAShares$78K136
Morgan Stanley Com NewMSShares$77K470
Cambria Shareholder Yield EtfSYLDShares$75K1K
Motorola Solutions Incorporated CoMSIShares$74K171
Kinder Morgan Incorporated DelKMIShares$73K2K
Merck & Company IncorporatedMRKShares$68K563
First Trust Small Cap Value AlphadFYTShares$62K1K
Applovin Corporation Com Class AAPPShares$60K152
Bristol-Myers Squibb CompanyBMYShares$59K980
Williams Companies IncorporatedWMBShares$59K807
Amazon Com IncorporatedAMZNShares$58K279
Eli Lilly & CompanyLLYShares$55K60
Valero Energy CorporationVLOShares$52K212
Keysight Technologies IncorporatedKEYSShares$52K183
Home Depot IncorporatedHDShares$49K150
First Trust Smid Cap Rising DivideSDVYShares$47K1K
Schwab Charles CorporationSCHWShares$47K500
Visa Incorporated Com Class AVShares$47K155
Newmont CorporationNEMShares$45K415
Cheniere Energy Incorporated Com NLNGShares$43K150
State Street Spdr Portfolio S&P 50SPYGShares$42K431
Agilent Technologies IncorporatedAShares$42K366
Manulife Finl Corporation (Canada)MFCShares$41K1K
At&T IncorporatedTShares$38K1K
Procter & Gamble CompanyPGShares$38K261
Enterprise Products Partners L PEPDShares$38K996
Walmart IncorporatedWMTShares$37K300
Ishares Tr Glb Infrastr EtfIGFShares$37K551
Phillips 66PSXShares$36K200

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.