Accordant Advisory Group Inc
Annual return '25
+26.7%
SPY '25
+17.7%
Alpha
+9.0ptsvs SPY
Invested
$161.4M
Holdings
240
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FPI
FARMLAND PARTNERS INCORPORATED REIT
Held since at least Q1 2024
9.9%
02
$PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA)
Held since at least Q1 2024
8.3%
03
$OUNZ
VANECK MERK GOLD ETF
Held since at least Q1 2024
7.6%
04
$PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA)
Held since at least Q1 2024
7.0%
05
$COWZ
PACER US CASH COWS 100 ETF
Held since at least Q1 2024
6.8%
06
$UROY
URANIUM RTY CORPORATION (CANADA)
Held since at least Q1 2024
5.7%
07
$PPLT
ABRDN PHYSICAL PLATINUM SHARES ETF
Held since at least Q1 2024
4.8%
08
$FLBR
FRANKLIN FTSE BRAZIL ETF
Held since at least Q1 2024
4.6%
09
$FLJP
FRANKLIN FTSE JAPAN ETF
Held since at least Q1 2024
3.9%
10
$JOE
ST JOE COMPANY
Held since at least Q1 2024
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.