Accordant Advisory Group Inc - Portfolio overview

Accordant Advisory Group Inc has 269 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. FPI - FARMLAND PARTNERS INCORPORATED REIT, 9.30%
2. PHYS - SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA), 7.79%
3. OUNZ - VANECK MERK GOLD ETF, 7.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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