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Accordant Advisory Group Inc

Q3 2025 · 13F-HR

Accordant Advisory Group Incholdings as filed

Filed 2025-10-22 · accession 0002013499-25-000009

$147.0M
Reported value
161
Positions
2025-09-30
Period end
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The Brief · Accordant Advisory Group Inc · Q3 2025

AI · grounded in 13F

Accordant Advisory Group Inc established a new position in Farmland Partners Inc FPI valued at $12.69M. The fund also initiated stakes in Sprott Physical Gold Trust PHYS for $11.09M and VanEck Merk Gold Trust OUNZ for $10.93M. Additional new positions include Uranium Royalty Corp UROY and Pacer US Cash Cows 100 ETF COWZ.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
31154R109FPIFARMLAND PARTNERS INC$12.7M8.63%1,166,018CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TRUST$11.1M7.55%374,518CommonNONE
921078101OUNZVANECK MERK GOLD TRUST$10.9M7.44%293,854CommonNONE
91702V101UROYURANIUM ROYALTY CORP$10.5M7.17%2,450,607CommonNONE
69374H881COWZPACER US CASH COWS 100 ETF$9.4M6.40%163,640CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TRUST$8.5M5.81%543,471CommonNONE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$5.7M3.84%111,282CommonNONE
35473P835FLBRFRANKLIN FTSE BRAZIL ETF$5.4M3.67%283,410CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$5.2M3.54%30,890CommonNONE
35473P744FLJPFRANKLIN FTSE JAPAN ETF$5.2M3.52%149,839CommonNONE
790148100JOETHE ST. JOE CO$4.0M2.73%81,017CommonNONE
011532108AGIALAMOS GOLD INC$4.0M2.70%113,780CommonNONE
003260106PPLTABRDN PHYSICAL PLATINUM SHARES ETF$3.5M2.38%24,497CommonNONE
46435U366IDRVISHARES SELF-DRIVING EV AND TECH ETF$3.1M2.13%85,354CommonNONE
962166104WYWEYERHAEUSER CO$3.0M2.07%122,571CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$3.0M2.01%108,375CommonNONE
025072703AVDEAVANTIS INTERNATIONAL EQUITY ETF$2.7M1.81%33,768CommonNONE
016230104ALCOALICO INC$2.3M1.60%67,723CommonNONE
376549101LANDGLADSTONE LAND CORP$2.3M1.58%254,033CommonNONE
165167735EXEEXPAND ENERGY CORP$2.1M1.45%20,082CommonNONE
152006102CGAUCENTERRA GOLD INC$2.0M1.39%190,027CommonNONE
02156V109OKLOOKLO INC$2.0M1.34%17,656CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.9M1.33%19,888CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$1.5M1.04%79,998CommonNONE
75281A109RRCRANGE RESOURCES CORP$1.5M1.04%40,663CommonNONE
46429B606EPOLISHARES MSCI POLAND ETF$1.5M1.02%46,624CommonNONE
767204100RIORIO TINTO PLC$1.5M1.01%22,534CommonNONE
49435R102KRPKIMBELL ROYALTY PARTNERS LP$1.4M0.98%106,385CommonNONE
03674X106ARANTERO RESOURCES CORP$1.4M0.95%41,826CommonNONE
65340P106NXENEXGEN ENERGY LTD$1.3M0.88%144,817CommonNONE
04911A107AUBATLANTIC UNION BANKSHARES CORP$1.3M0.87%36,245CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.3M0.87%15,282CommonNONE
248356107DNNDENISON MINES CORP$974,6360.66%354,413CommonNONE
29259W700EUENCORE ENERGY CORP$925,9150.63%288,447CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD AND SILVER TRUST$750,6780.51%20,460CommonNONE
879080109TRCTEJON RANCH CO$538,4310.37%33,694CommonNONE
45784A104INNVINNOVAGE HOLDING CORP$516,0000.35%100,000CommonNONE
92189F106GDXVANECK GOLD MINERS ETF$513,1790.35%6,717CommonNONE
85208P303URNMSPROTT URANIUM MINERS ETF$470,3880.32%7,784CommonNONE
00774Q346DEMZDEMOCRATIC LARGE CAP CORE ETF$434,6980.30%10,400CommonNONE
037833100AAPLAPPLE INC$408,4270.28%1,604CommonNONE
478160104JNJJOHNSON & JOHNSON$358,0470.24%1,931CommonNONE
92189F791GDXJVANECK JUNIOR GOLD MINERS ETF$344,7240.23%3,481CommonNONE
594918104MSFTMICROSOFT CORP$343,4010.23%663CommonNONE
922908363VOOVANGUARD S&P 500 ETF$339,8710.23%555CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$300,4100.20%1,000CommonNONE
46137V340RSPFINVESCO S&P 500 EQUAL WEIGHT FINCL ETF$270,4350.18%3,477CommonNONE
02079K305GOOGLALPHABET INC$267,4100.18%1,100CommonNONE
909907107UBSIUNITED BANKSHARES INC$241,8650.16%6,500CommonNONE
464286327SLVPISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF$232,5090.16%8,495CommonNONE
369550108GDGENERAL DYNAMICS CORP$221,3090.15%649CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$218,5960.15%1,013CommonNONE
89832Q109TFCTRUIST FINANCIAL CORP$196,5510.13%4,299CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC$186,0140.13%370CommonNONE
73688F201BCICBCP INVESTMENT CORP$185,1720.13%16,060CommonNONE
437076102HDTHE HOME DEPOT INC$182,3360.12%450CommonNONE
87283Q867TCAFT. ROWE PRICE CAPITAL APPREC EQ ETF$167,7650.11%4,450CommonNONE
46625H100JPMJPMORGAN CHASE & CO$157,7150.11%500CommonNONE
244199105DEDEERE & CO$153,6400.10%336CommonNONE
571903202MARMARRIOTT INTERNATIONAL INC$130,2200.09%500CommonNONE
75513E101RTXRTX CORP$127,5060.09%762CommonNONE
301505475NUKZRANGE NUCLEAR RENAISSANCE ETF$126,7630.09%1,949CommonNONE
34959E109FTNTFORTINET INC$123,3460.08%1,467CommonNONE
464287762IYHISHARES US HEALTHCARE ETF$113,9170.08%1,940CommonNONE
438516106HONHONEYWELL INTERNATIONAL INC$100,6190.07%478CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$99,9270.07%150CommonNONE
78463X533EDIVSPDR S&P EMERGING MARKETS DIVIDEND ETF$98,9510.07%2,547CommonNONE
78463X459WDIVSPDR S&P GLOBAL DIVIDEND ETF$98,0660.07%1,349CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL INC$97,3200.07%600CommonNONE
315616102FFIVF5 INC$96,9570.07%300CommonNONE
464287168DVYISHARES SELECT DIVIDEND ETF$89,9500.06%633CommonNONE
023135106AMZNAMAZON.COM INC$82,5590.06%376CommonNONE
219350105GLWCORNING INC$82,0300.06%1,000CommonNONE
30303M102METAMETA PLATFORMS INC$77,1100.05%105CommonNONE
713448108PEPPEPSICO INC$75,9790.05%541CommonNONE
617446448MSMORGAN STANLEY$74,7120.05%470CommonNONE
464285204IAUISHARES GOLD TRUST$72,7700.05%1,000CommonNONE
742718109PGPROCTER & GAMBLE CO$70,8330.05%461CommonNONE
49456B101KMIKINDER MORGAN INC$70,2090.05%2,480CommonNONE
14040H105COFCAPITAL ONE FINANCIAL CORP$63,7740.04%300CommonNONE
78463V107GLDSPDR GOLD TR$60,4300.04%170CommonNONE
45778Q107NSPINSPERITY INC$59,0400.04%1,200CommonNONE
166764100CVXCHEVRON CORP$57,1470.04%368CommonNONE
33737M409FYTFIRST TRUST SMALL CAP VAL ALPHADEX ETF$55,8940.04%1,000CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$55,7900.04%122CommonNONE
57636Q104MAMASTERCARD INC$54,0370.04%95CommonNONE
595112103MUMICRON TECHNOLOGY INC$50,1960.03%300CommonNONE
58933Y105MRKMERCK & CO INC$47,2530.03%563CommonNONE
33734H106FVDFIRST TRUST VALUE LINE DIVIDEND ETF$46,9800.03%1,016CommonNONE
33741X102SDVYFIRST TRUST SMID CP RISING DIV$45,6240.03%1,200CommonNONE
17275R102CSCOCISCO SYSTEMS INC$41,0520.03%600CommonNONE
191216100KOCOCA-COLA CO$40,6550.03%613CommonNONE
92189F114ESPOVANECK VDO GAMING AND ESPRTS ETF$40,6130.03%335CommonNONE
02209S103MOALTRIA GROUP INC$39,6360.03%600CommonNONE
03027X100AMTAMERICAN TOWER CORP$38,4640.03%200CommonNONE
33734X846CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF$38,1580.03%502CommonNONE
67066G104NVDANVIDIA CORP$37,3160.03%200CommonNONE
56501R106MFCMANULIFE FINANCIAL CORP$36,8200.03%1,182CommonNONE
00206R102TAT&T INC$36,7120.02%1,300CommonNONE
92826C839VVISA INC$34,4800.02%101CommonNONE
92840R101NFJVIRTUS DIVID, INTEREST & PREM$33,8260.02%2,600CommonNONE
291011104EMREMERSON ELECTRIC CO$33,5830.02%256CommonNONE
747525103QCOMQUALCOMM INC$33,2720.02%200CommonNONE
464288372IGFISHARES GLOBAL INFRASTRUCTURE ETF$31,8440.02%521CommonNONE
03076C106AMPAMERIPRISE FINANCIAL INC$29,4750.02%60CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$28,3540.02%200CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS LP$28,0180.02%896CommonNONE
278642103EBAYEBAY INC$27,2850.02%300CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$26,1580.02%580CommonNONE
443201108HWMHOWMET AEROSPACE INC$26,0990.02%133CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHINES CORP$25,9590.02%92CommonNONE
494368103KMBKIMBERLY-CLARK CORP$25,7390.02%207CommonNONE
22822V101CCICROWN CASTLE INC$24,1230.02%250CommonNONE
14448C104CARRCARRIER GLOBAL CORP$21,6120.01%362CommonNONE
020002101ALLALLSTATE CORP$20,8220.01%97CommonNONE
70450Y103PYPLPAYPAL HOLDINGS INC$20,1180.01%300CommonNONE
33733E104FTCSFIRST TRUST CAPITAL STRENGTH ETF$18,7280.01%200CommonNONE
651639106NEMNEWMONT CORP$16,8620.01%200CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$16,8480.01%100CommonNONE
46090E103QQQINVESCO QQQ TRUST$16,8110.01%28CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC$16,8050.01%269CommonNONE
97717W851DXJWISDOMTREE JAPAN HEDGED EQUITY ETF$16,7720.01%131CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$16,5490.01%181CommonNONE
737630103PCHPOTLATCHDELTIC CORP$16,3000.01%400CommonNONE
88579Y101MMM3M CO$15,5180.01%100CommonNONE
002824100ABTABBOTT LABORATORIES$15,4040.01%115CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$14,3720.01%327CommonNONE
46284V101IRMIRON MOUNTAIN INC$13,9660.01%137CommonNONE
26441C204DUKDUKE ENERGY CORP$12,3750.01%100CommonNONE
871829107SYYSYSCO CORP$12,3510.01%150CommonNONE
91913Y100VLOVALERO ENERGY CORP$12,2590.01%72CommonNONE
969457100WMBWILLIAMS COMPANIES INC$12,0370.01%190CommonNONE
29250N105ENBENBRIDGE INC$11,7070.01%232CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS INC$10,6780.01%200CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORP$8,4030.01%9CommonNONE
89677Y100TPVGTRIPLEPOINT VENTURE GROWTH BDC CORP$8,0780.01%1,400CommonNONE
33738R720ROBTFT NASDAQ ARTFCL INTLLGNC AND RBTC ETF$8,0400.01%152CommonNONE
89417E109TRVTHE TRAVELERS COMPANIES INC$7,8190.01%28CommonNONE
458140100INTCINTEL CORP$6,7100.00%200CommonNONE
92204A504VHTVANGUARD HEALTH CARE ETF$6,4900.00%25CommonNONE
00776X109ALMUAELUMA INC$6,4400.00%400CommonNONE
37954Y715BOTZGLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF$6,3780.00%180CommonNONE
91912E105VALEVALE SA$5,4300.00%500CommonNONE
78468R663BILSPDR BLMBG 1-3 MTH T-BILL ETF$5,1380.00%56CommonNONE
00217D100ASTSAST SPACEMOBILE INC$4,9080.00%100CommonNONE
54948X109LUCDLUCID DIAGNOSTICS INC$4,5450.00%4,500CommonNONE
25746U109DDOMINION ENERGY INC$4,3440.00%71CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$3,8550.00%20CommonNONE
67079K100SMRNUSCALE POWER CORP$2,8800.00%80CommonNONE
718546104PSXPHILLIPS 66$2,7210.00%20CommonNONE
82509L107SHOPSHOPIFY INC$1,4870.00%10CommonNONE
370334104GISGENERAL MILLS INC$1,3620.00%27CommonNONE
69343T107PJTPJT PARTNERS INC$1,2450.00%7CommonNONE
40434L105HPQHP INC$8450.00%31CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$7620.00%31CommonNONE
644535106NGDNNEW GOLD INC$7180.00%100CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$6910.00%2CommonNONE
148929102CAVACAVA GROUP INC$6650.00%11CommonNONE
934423104WBDWARNER BROS. DISCOVERY INC$3130.00%16CommonNONE
06849F108BBARRICK MINING CORP$2300.00%7CommonNONE
731068102PIIPOLARIS INC$590.00%1CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.