Abound-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LTH",
  "QRVO",
  null,
  "PCG",
  "SNOW",
  "MU",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "MODG",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  null,
  "DUK",
  null,
  null,
  "PAGP",
  "EBAY",
  "FSLY",
  null,
  null,
  null,
  "GD",
  "GILD",
  "HD",
  "MCD",
  null,
  null,
  null,
  "FE",
  "QCOM",
  "FSCO",
  null,
  null,
  null,
  null,
  "AMAT",
  "BKNG",
  null,
  "META",
  null,
  null,
  "IJH",
  "PLBC",
  null,
  "ROOT",
  null,
  "IQV",
  "ZEO",
  "PCK",
  null,
  null,
  "LHX",
  "LIN",
  null,
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  null,
  "NVS",
  "OMC",
  "ORLY",
  "ICLR",
  null,
  "ALK",
  "HSY",
  "DG",
  "IWD",
  "ORCL",
  "KHC",
  "DASH",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "LPLA",
  "MSTR",
  "IEFA",
  null,
  "NOW",
  "SHOP",
  "O",
  "ROST",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TM",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "AGNC",
  "SCHW",
  "SUN",
  "VWO",
  "TCBK",
  null,
  null,
  "TOWN",
  null,
  null,
  "SKX",
  null,
  "SNY",
  "TSM",
  null,
  null,
  "DD",
  null,
  "GVA",
  "SAIC",
  "MAT",
  "ADSK",
  "AVY",
  "FI",
  "DEO",
  "FSLR",
  "FOXF",
  null,
  "UA",
  "AMZN",
  "IVE",
  null,
  null,
  "KD",
  "HIMS",
  null,
  "VGT",
  "VEA",
  "VOO",
  "VEEV",
  "VRSN",
  "V",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WFC",
  "WMB",
  null,
  "YUMC",
  "YUM",
  "IUSG",
  "GTM",
  null,
  "SOLV",
  null,
  "AEM",
  null,
  "CHKP",
  null,
  "SCHA",
  "NSC",
  null,
  null,
  null,
  "OTIS",
  null,
  "CRM",
  null,
  "PTEN",
  null,
  null,
  null,
  "IUSV",
  "ZBH",
  "DGRO",
  "MCK",
  "SPYV",
  "FDX",
  "KMB",
  "LULU",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BA",
  "BRCC",
  "BMBL",
  "BYRN",
  "CVNA",
  "CVX",
  "CHD",
  "CSCO",
  "CLOV",
  "KO",
  "COIN",
  "CMCSA",
  "COP",
  "CMP",
  "COO",
  "CTRA",
  "CVS",
  "DHR",
  "DAWN",
  null,
  "DOCU",
  "RSP",
  null,
  "EFA",
  "ADI",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 269
Total Value: 197664869
Accession Number: 0001420506-25-000836
Form Type: 13F-HR
CIK: abound-financial
Manager Name: Abound-Financial

Data Enrichment

75% identified

201 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

269 positions • $197.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92204A702

VGT|92204A702

Shares:81

Value:$43.9K

% of Portfolio:0.0% ($43.9K/$197.7M)

TARGET CORP

TGT|87612E106

Shares:413

Value:$43.1K

% of Portfolio:0.0% ($43.1K/$197.7M)

HERSHEY CO

HSY|427866108

Shares:250

Value:$42.8K

% of Portfolio:0.0% ($42.8K/$197.7M)

PLUMAS BANCORP

PLBC|729273102

Shares:970

Value:$42.0K

% of Portfolio:0.0% ($42.0K/$197.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:153

Value:$41.2K

% of Portfolio:0.0% ($41.2K/$197.7M)

LINDE PLC

LIN|G54950103

Shares:88

Value:$41.1K

% of Portfolio:0.0% ($41.1K/$197.7M)

ADOBE INC.

ADBE|00724F101

Shares:105

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$197.7M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:664

Value:$39.9K

% of Portfolio:0.0% ($39.9K/$197.7M)

78467V608

Shares:965

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$197.7M)

ECOLAB INC.

ECL|278865100

Shares:156

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$197.7M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:174

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$197.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:256

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$197.7M)

464287408

IVE|464287408

Shares:202

Value:$38.5K

% of Portfolio:0.0% ($38.5K/$197.7M)

FEDEX CORP

FDX|31428X106

Shares:157

Value:$38.3K

% of Portfolio:0.0% ($38.3K/$197.7M)

FISERV INC

FI|337738108

Shares:172

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$197.7M)

389930207

Shares:1.0K

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$197.7M)

TRICO BANCSHARES /

TCBK|896095106

Shares:908

Value:$36.3K

% of Portfolio:0.0% ($36.3K/$197.7M)

SKECHERS USA INC

SKX|830566105

Shares:624

Value:$35.4K

% of Portfolio:0.0% ($35.4K/$197.7M)

Autodesk, Inc.

ADSK|052769106

Shares:135

Value:$35.3K

% of Portfolio:0.0% ($35.3K/$197.7M)

464288158

Shares:323

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	81	QoQ NEW(+81) YoY-	All Managers (Combined)	$43.9K	0.0% ($43.9K/$197.7M)	QoQ NEW(+$43.9K) YoY-
TARGET CORP(TGTcusip87612E106)	413	QoQ NEW(+413) YoY-	All Managers (Combined)	$43.1K	0.0% ($43.1K/$197.7M)	QoQ NEW(+$43.1K) YoY-
HERSHEY CO(HSYcusip427866108)	250	QoQ NEW(+250) YoY-	All Managers (Combined)	$42.8K	0.0% ($42.8K/$197.7M)	QoQ NEW(+$42.8K) YoY-
PLUMAS BANCORP(PLBCcusip729273102)	970	QoQ NEW(+970) YoY-	All Managers (Combined)	$42.0K	0.0% ($42.0K/$197.7M)	QoQ NEW(+$42.0K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	153	QoQ NEW(+153) YoY-	All Managers (Combined)	$41.2K	0.0% ($41.2K/$197.7M)	QoQ NEW(+$41.2K) YoY-
LINDE PLC(LINcusipG54950103)	88	QoQ NEW(+88) YoY-	All Managers (Combined)	$41.1K	0.0% ($41.1K/$197.7M)	QoQ NEW(+$41.1K) YoY-
ADOBE INC.(ADBEcusip00724F101)	105	QoQ NEW(+105) YoY-	All Managers (Combined)	$40.3K	0.0% ($40.3K/$197.7M)	QoQ NEW(+$40.3K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	664	QoQ NEW(+664) YoY-	All Managers (Combined)	$39.9K	0.0% ($39.9K/$197.7M)	QoQ NEW(+$39.9K) YoY-
(cusip78467V608)✕	965	QoQ NEW(+965) YoY-	All Managers (Combined)	$39.7K	0.0% ($39.7K/$197.7M)	QoQ NEW(+$39.7K) YoY-
ECOLAB INC.(ECLcusip278865100)	156	QoQ NEW(+156) YoY-	All Managers (Combined)	$39.7K	0.0% ($39.7K/$197.7M)	QoQ NEW(+$39.7K) YoY-
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	174	QoQ NEW(+174) YoY-	All Managers (Combined)	$39.7K	0.0% ($39.7K/$197.7M)	QoQ NEW(+$39.7K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	256	QoQ NEW(+256) YoY-	All Managers (Combined)	$39.3K	0.0% ($39.3K/$197.7M)	QoQ NEW(+$39.3K) YoY-
(IVEcusip464287408)	202	QoQ NEW(+202) YoY-	All Managers (Combined)	$38.5K	0.0% ($38.5K/$197.7M)	QoQ NEW(+$38.5K) YoY-
FEDEX CORP(FDXcusip31428X106)	157	QoQ NEW(+157) YoY-	All Managers (Combined)	$38.3K	0.0% ($38.3K/$197.7M)	QoQ NEW(+$38.3K) YoY-
FISERV INC(FIcusip337738108)	172	QoQ NEW(+172) YoY-	All Managers (Combined)	$38.0K	0.0% ($38.0K/$197.7M)	QoQ NEW(+$38.0K) YoY-
(cusip389930207)✕	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$38.0K	0.0% ($38.0K/$197.7M)	QoQ NEW(+$38.0K) YoY-
TRICO BANCSHARES /(TCBKcusip896095106)	908	QoQ NEW(+908) YoY-	All Managers (Combined)	$36.3K	0.0% ($36.3K/$197.7M)	QoQ NEW(+$36.3K) YoY-
SKECHERS USA INC(SKXcusip830566105)	624	QoQ NEW(+624) YoY-	All Managers (Combined)	$35.4K	0.0% ($35.4K/$197.7M)	QoQ NEW(+$35.4K) YoY-
Autodesk, Inc.(ADSKcusip052769106)	135	QoQ NEW(+135) YoY-	All Managers (Combined)	$35.3K	0.0% ($35.3K/$197.7M)	QoQ NEW(+$35.3K) YoY-
(cusip464288158)✕	323	QoQ NEW(+323) YoY-	All Managers (Combined)	$34.1K	0.0% ($34.1K/$197.7M)	QoQ NEW(+$34.1K) YoY-