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Holders — by stockHoldings — by fund

Accent Capital Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002014179

$231.5M

disclosed book value

299

positions

10.3%

largest position share

Positions, as of 2026-06-30

top 100 of 299 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC82,350$23.8M10.3%
2NVDANVIDIA CORP107,706$21.6M9.3%
3GOOGALPHABET INC Class A58,983$21.1M9.1%
4MSFTMICROSOFT CORP36,262$13.5M5.8%
5SPYState Street SPDR S&P 500 ETF Trust15,869$11.9M5.1%
6AMZNAMAZON.COM INC45,350$10.8M4.7%
7METAMETA PLATFORMS INC Class A18,503$10.4M4.5%
8VOOVANGUARD S&P 500 ETF14,054$9.7M4.2%
9GOOGLALPHABET INC Class C21,793$7.7M3.3%
10LLYELI LILLY AND CO5,294$6.3M2.7%
11COSTCOSTCO WHSL CORP NEW6,020$5.6M2.4%
12JPMJPMORGAN CHASE & CO14,737$4.8M2.1%
13LRCXLAM RESH CORP10,978$4.8M2.1%
14GEVGE VERNOVA INC3,995$4.7M2%
15TSLATESLA INC10,704$4.5M1.9%
16AVGOBROADCOM INC10,779$4.1M1.8%
17VVISA INC Class A11,345$3.9M1.7%
18MAMASTERCARD INC Class A6,177$3.2M1.4%
19INTCINTEL CORP20,390$2.8M1.2%
20VTIVanguard Total Stock Market ETF6,902$2.6M1.1%
21VRTVERTIV HLDGS CO Class A7,331$2.5M1.1%
22AXPAMERICAN EXPRESS CO6,397$2.2M0.9%
23WMTWALMART INC17,938$2.0M0.9%
24HONGBPHONEYWELL INTL INC8,756$2.0M0.8%
25HONAHONEYWELL AEROSPACE8,756$1.9M0.8%
26BACBANK OF AMERICA CORP30,638$1.7M0.8%
27AMDADVANCED MICRO DEVIC2,807$1.6M0.7%
28BRK/ABERKSHIRE HATHAWAY I Class A2$1.5M0.6%
29SNOWSNOWFLAKE INC Class A5,395$1.4M0.6%
30ASML HLDG N V ADR686$1.4M0.6%
31TWLOTWILIO INC Class A5,573$1.1M0.5%
32TJXTJX COS INC NEW7,392$1.1M0.5%
33DEDEERE & CO1,750$1.1M0.5%
34CATCATERPILLAR INC980$1.0M0.5%
35SEDGSOLAREDGE TECHNOLOGI17,005$993,7720.4%
36ARGXARGENX SE ADR1,049$973,2310.4%
37PEPPEPSICO INC6,940$939,7330.4%
38VSXYVICTORIAS SECRET & C10,695$892,8190.4%
39BKNGBOOKING HLDGS INC5,000$891,2000.4%
40ABBVABBVIE INC3,530$888,2890.4%
41BBBLACKBERRY LTD66,478$840,9470.4%
42LOWLOWES COS INC3,788$835,2720.4%
43HDHOME DEPOT INC2,366$834,5070.4%
44FCXFREEPORT-MCMORAN INC11,151$701,2860.3%
45SUSUNCOR ENERGY INC NE12,509$671,4830.3%
46BABOEING CO3,022$654,1720.3%
47EXPEEXPEDIA GROUP INC2,500$639,7000.3%
48NEENEXTERA ENERGY INC7,265$637,6490.3%
49TPRTAPESTRY INC4,198$614,5030.3%
50COPCONOCOPHILLIPS5,906$613,9880.3%
51SCCOSOUTHERN COPPER CORP3,472$605,0310.3%
52NU HLDGS LTD Class A44,036$588,3210.3%
53ROYAL CARIBBEAN GROU1,833$585,7270.3%
54TPLTEXAS PACIFIC LAND C1,328$581,1860.3%
55CASYCASEYS GEN STORES IN728$578,6070.2%
56GSGOLDMAN SACHS GROUP550$556,2540.2%
57TMOTHERMO FISHER SCIENT1,056$529,4730.2%
58OKTAOKTA INC A3,758$512,7790.2%
59WELLWELLTOWER INC REIT2,158$489,8010.2%
60DGDOLLAR GEN CORP NEW4,153$478,0520.2%
61ELLAUDER ESTEE COS INC Class A5,957$470,3050.2%
62URIUNITED RENTALS INC408$462,2190.2%
63BABAALIBABA GROUP HLDG L ADR4,672$448,9520.2%
64UBERUBER TECHNOLOGIES IN6,019$434,3310.2%
65ODFLOLD DOMINION FREIGHT2,000$433,2000.2%
66COKECOCA COLA CONSOLIDAT2,180$416,2060.2%
67SBUXSTARBUCKS CORP4,038$412,6430.2%
68KOTHE COCA-COLA CO4,800$392,6400.2%
69CORCENCORA INC Series A1,366$386,5510.2%
70ROKUROKU INC A2,778$383,7530.2%
71QCOMQUALCOMM INC2,000$369,5800.2%
72EBAYEBAY INC2,875$321,2810.1%
73TSMTAIWAN SEMICONDUCTOR ADR667$319,2170.1%
74ETSYETSY INC4,212$317,2900.1%
75VIGVanguard Dividend Appreciation ETF1,240$293,4090.1%
76UUNITY SOFTWARE INC9,116$260,5350.1%
77VUGVANGUARD GROWTH ETF3,000$258,4200.1%
78RSPInvesco S&P 500 Equal Weight ETF1,171$249,1540.1%
79JNJJOHNSON & JOHNSON934$237,2080.1%
80SCHXSchwab US Large-Cap ETF7,500$220,7250.1%
81VONGVNGRD RSL 1000 GRTH1,500$191,7150.1%
82BRK/BBERKSHIRE HATHAWAY B360$180,1400.1%
83IBKRINTERACTIVE BROKERS Class A1,920$167,1170.1%
84ASTRAZENECA PLC878$166,4860.1%
85FNDFLOOR & DECOR HLDGS Class A2,429$144,1850.1%
86FDXFEDEX CORP450$141,4580.1%
87CHWYCHEWY INC Class A7,169$140,8710.1%
88FCNCAFIRST CTZNS BANCSHAR Class A64$133,1710.1%
89VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR600$130,7580.1%
90VYMVanguard High Dividend Yield ETF719$113,6240%
91BIDUBAIDU INC A ADR939$107,3180%
92SPDWState Street SPDR Portfolio Developed World ex US ETF2,000$100,7800%
93PHPARKER-HANNIFIN CORP101$98,7900%
94NWGNATWEST GROUP PLC ADR5,503$97,0180%
95RKLBROCKET LAB CORP Class A915$93,0100%
96ICEINTERCONTINENTAL EXC750$92,3320%
97LITELUMENTUM HLDGS INC97$83,2320%
98SOLSSOLSTICE ADVANCED MA933$82,6640%
99SONYSONY GROUP CORP ADR3,896$78,1540%
100HBANHUNTINGTON BANCSHARE4,350$77,8000%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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