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Accent Capital Management, LLC

Q1 2026 · 13F-HR/A

Accent Capital Management, LLCholdings as filed

Filed 2026-05-11 · accession 0002014179-26-000003

$206.3M
Reported value
334
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K107GOOGALPHABET INC Class C$25.2M12.2%87,786CommonSOLE
67066G104NVDANVIDIA CORP$24.7M12.0%141,460CommonSOLE
037833100AAPLAPPLE INC$23.9M11.6%94,332CommonSOLE
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532457108LLYELI LILLY AND CO$5.2M2.51%5,622CommonSOLE
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88160R101TSLATESLA INC$3.9M1.91%10,602CommonSOLE
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30212P303EXPEEXPEDIA GROUP INC$577,2250.28%2,500CommonSOLE
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88032Q109TCEHYTENCENT HLDGS LTD ADR$159,5040.08%2,523CommonSOLE
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701094104PHPARKER-HANNIFIN CORP$90,4190.04%101CommonSOLE
606776201MIELYMITSUBISHI ELEC CORP ADR$89,9100.04%1,386CommonSOLE
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80687P106SBGSYSCHNEIDER ELEC SA ADR$84,3670.04%1,550CommonSOLE
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502117203LRLCYL OREAL S A ADR$80,6190.04%984CommonSOLE
G6683N103NUNU HLDGS LTD Class A$77,9570.04%5,425CommonSOLE
54338V101LZAGYLONZA GROUP AG ADR$76,5560.04%1,199CommonSOLE
639057207NWGNATWEST GROUP PLC ADR$75,6130.04%4,904CommonSOLE
410693105HVRRYHANNOVER RUECK SE ADR$72,2380.04%1,386CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MA$71,5900.03%940CommonSOLE
773122106ROCKET LAB CORP Class A$70,7060.03%1,101CommonSOLE
66987V109NVSNOVARTIS AG ADR$69,3490.03%454CommonSOLE
780259305SHELSHELL PLC ADR$69,2850.03%745CommonSOLE
46137V423SPVMInvesco S&P 500 Value with Momentum ETF$68,9000.03%1,000CommonSOLE
446150104HBANHUNTINGTON BANCSHARE$68,7520.03%4,350CommonSOLE
654561109NPPEYNIPPON ELECTRIC GL$67,2850.03%1,806CommonSOLE
722304102PDDPDD HOLDINGS INC ADR ADR$66,4170.03%650CommonSOLE
863667101SYKSTRYKER CORP$65,8940.03%200CommonSOLE
01609W102BABAALIBABA GROUP HLDG L ADR$63,7340.03%508CommonSOLE
147528103CASYCASEYS GEN STORES IN$63,3240.03%87CommonSOLE
00762U200ATEYYADVANTEST CORP ADR$63,0160.03%464CommonSOLE
654106103NKENIKE INC Class B$59,4050.03%1,116CommonSOLE
68389X105ORCLORACLE CORP$58,8440.03%400CommonSOLE
007903107AMDADVANCED MICRO DEVIC$58,5880.03%288CommonSOLE
296036304EBKDYERSTE GROUP BK A G ADR$54,7420.03%1,005CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$54,4290.03%842CommonSOLE
149123101CATCATERPILLAR INC$53,8430.03%76CommonSOLE
009126202AIQUYAIR LIQUIDE ADR$53,6180.03%1,292CommonSOLE
37148K100GBIOGBXGE VERNOVA INC$53,2600.03%61CommonSOLE
03073E105CORCENCORA INC Series A$52,4610.03%167CommonSOLE
58933Y105MRKMERCK & CO. INC.$50,8790.02%420CommonSOLE
64110L106NFLXNETFLIX INC$47,1140.02%490CommonSOLE
172967424CCITIGROUP INC$46,7250.02%412CommonSOLE
580135101MCDMCDONALDS CORP$46,6190.02%150CommonSOLE
20825C104COPCONOCOPHILLIPS$45,0120.02%341CommonSOLE
81607F100SOLAREDGE TECHNOLOGI$44,7200.02%876CommonSOLE
775781206RYCEYROLLS-ROYCE HOLDINGS ADR$44,1940.02%2,866CommonSOLE
03485P409NGLOYANGLO AMERN PLC ADR$43,9100.02%2,031CommonSOLE
464288836IHEiShares US Pharmaceuticals ETF$43,3400.02%500CommonSOLE
928881101VNTVONTIER CORP$43,2730.02%1,220CommonSOLE
05523R107BAESYBAE SYS PLC ADR$43,2220.02%371CommonSOLE
37733W204GSKGSK PLC ADR ADR$43,1030.02%781CommonSOLE
760125104RTORENTOKIL INITIAL PLC ADR$43,0020.02%1,366CommonSOLE
71654V408PBRPETROLEO BRASILEIRO ADR$42,4130.02%2,044CommonSOLE
136385101CNQCANADIAN NAT RES LTD$42,3460.02%869CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$41,9830.02%244CommonSOLE
873858103TEXAS PACIFIC LAND C$40,3380.02%85CommonSOLE
883556102TMOTHERMO FISHER SCIENT$38,8430.02%79CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTI$36,6430.02%70CommonSOLE
29250N105ENBENBRIDGE INC$36,1660.02%668CommonSOLE
144285103CRSCARPENTER TECHNOLOGY$35,0790.02%89CommonSOLE
50540R409LSILABCORP HLDGS INC$34,1520.02%128CommonSOLE
98260N108WXXWYWUXI BIOLOGICS CAYMA ADR$33,4320.02%3,901CommonSOLE
278642103EBAYEBAY INC$33,2220.02%365CommonSOLE
82622J104SMMNYSIEMENS HEALTHINEERS ADR$32,8870.02%1,552CommonSOLE
74975E303RWEOYRWE AG ADR$32,3040.02%480CommonSOLE
62473G102MTUAYMTU AERO ENGINES HLD ADR$32,2590.02%178CommonSOLE
64110W102NTESNETEASE INC ADR$32,2390.02%288CommonSOLE
949746101WMT2WELLS FARGO & CO$32,1620.02%404CommonSOLE
F24539169DUAVFDASSAULT AVIATION SA$32,0860.02%87CommonSOLE
450737101IBDRYIBERDROLA S A ADR$32,0070.02%347CommonSOLE
654445303NTDOYNINTENDO LTD ADR$31,9520.02%2,236CommonSOLE
G87110105FTITECHNIPFMC PLC$31,5380.02%456CommonSOLE
576323109MTZMASTEC INC$30,2440.01%94CommonSOLE
459200101IBMIBM CORP$29,8140.01%123CommonSOLE
166764100CVXCHEVRON CORP NEW$29,1730.01%141CommonSOLE
922042718VSSVanguard FTSE All-Wld ex-US SmCp ETF$29,1580.01%200CommonSOLE
G51502105JCIJOHNSON CONTROLS INT$28,6340.01%218CommonSOLE
743315103PGRPROGRESSIVE CORP OH$27,3570.01%138CommonSOLE
A0997C107BWAGFBAWAG GROUP AG$26,9320.01%180CommonSOLE
15643U104LEUCENTRUS ENERGY CORP Class A$26,0390.01%150CommonSOLE
501575104KYMRKYMERA THERAPEUTICS$25,8200.01%310CommonSOLE
443201108HWMHOWMET AEROSPACE INC$24,6590.01%107CommonSOLE
04010E109AGXARGAN INC$24,5090.01%45CommonSOLE
87422Q109TLNTALEN ENERGY CORP NE$24,2610.01%76CommonSOLE
136069101CMCANADIAN IMPERIAL BK$22,7400.01%240CommonSOLE
45867G101IDCCINTERDIGITAL INC$22,3480.01%74CommonSOLE
25243Q205DEODIAGEO PLC ADR$22,3350.01%300CommonSOLE
G0398N128ANFGFANTOFAGASTA PLC$22,0610.01%499CommonSOLE
29429L402EPOAYEPIROC AKTIEBOLAG A ADR$21,9860.01%893CommonSOLE
54211Y107LSEGYLONDON STK EXCHANGE ADR$21,6860.01%727CommonSOLE
607828100MODMODINE MFG CO$20,3710.01%94CommonSOLE
90138F102TWLOTWILIO INC Class A$18,9990.01%151CommonSOLE
78463X509SPEMState Street SPDR Portfolio Emerging Markets ETF$18,7640.01%400CommonSOLE
14365C103POH3CARNIVAL PLC EQUITY Equity ADR$17,8840.01%694CommonSOLE
77543R102ROKUROKU INC A$17,7890.01%188CommonSOLE
892331307TMTOYOTA MTR CORP ADR$17,5180.01%85CommonSOLE
65345M108NXDRNEXTPOWER INC A$17,3590.01%144CommonSOLE
256677105DGDOLLAR GEN CORP NEW$17,2160.01%145CommonSOLE
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74006W207PRAXPRAXIS PRECISION MED$16,1100.01%50CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$15,9360.01%600CommonSOLE
03937C105ARCBARCBEST CORP$14,8520.01%151CommonSOLE
097023105BABOEING CO$14,7280.01%74CommonSOLE
302941109FCNFABRINET$14,6030.01%28CommonSOLE
876030107TPRTAPESTRY INC$14,2520.01%101CommonSOLE
093712107BEBLOOM ENERGY CORP Class A$14,2260.01%105CommonSOLE
576485205MTDRMATADOR RES CO$14,0890.01%223CommonSOLE
F21107101CSTMCONSTELLIUM SE A$14,0840.01%573CommonSOLE
29275Y102ENSENERSYS$14,0710.01%81CommonSOLE
74059F103PROTAGONIST THERAPEU$13,9130.01%132CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$13,7010.01%67CommonSOLE
615394202MOG/AMOOG INC Class A$13,4610.01%46CommonSOLE
921909768VXUSVanguard Total International Stock ETF$13,4170.01%174CommonSOLE
518613203LAURLAUREATE ED INC$13,1000.01%376CommonSOLE
863111100STRTSTERLING INFRASTRUCT$13,0330.01%32CommonSOLE
09077J107BRIDGEBIO PHARMA INC$12,9960.01%175CommonSOLE
926400102VSCOVICTORIAS SECRET & C$12,0540.01%260CommonSOLE
254687106DISDISNEY WALT CO$12,0480.01%125CommonSOLE
626717102MURMURPHY OIL CORP$12,0450.01%292CommonSOLE
55305B101MHOM / I HOMES INC$12,0000.01%98CommonSOLE
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68417L107OBTORANGE CNTY BANCORP$11,6090.01%363CommonSOLE
56146T103MAMAMAMA'S CREATIONS INC$11,2900.01%736CommonSOLE
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801056102SANMSANMINA CORP$10,8900.01%84CommonSOLE
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366505105GTXGARRETT MOTION INC$9,3210.00%513CommonSOLE
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360271100FULTFULTON FINL CORP PA$8,6040.00%423CommonSOLE
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002896207ANFABERCROMBIE & FITCH Class A$8,4060.00%92CommonSOLE
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12621E103CNOCNO FINL GROUP INC$7,3500.00%179CommonSOLE
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038169207APLDAPPLIED DIGITAL CORP$5,8160.00%245CommonSOLE
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184496107CLHCLEAN HBRS INC$4,5880.00%16CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY Class A$4,5400.00%74CommonSOLE
464287655IWMiShares Russell 2000 ETF$4,4640.00%18CommonSOLE
12504L109CBRECBRE GROUP INC Class A$4,3350.00%32CommonSOLE
775711104ROLROLLINS INC$4,3260.00%81CommonSOLE
98419M100XYLXYLEM INC$4,3020.00%36CommonSOLE
852234103XYZBLOCK INC A Class A$4,0920.00%68CommonSOLE
631103108NDAQNASDAQ INC$4,0750.00%48CommonSOLE
045396207ASMBASSEMBLY BIOSCIENCES$3,9410.00%142CommonSOLE
45168D104IDXXIDEXX LABS INC$3,9330.00%7CommonSOLE
344465206FLOTEK INDS INC DEL$3,9030.00%230CommonSOLE
67959N100OKLO INC A$3,7190.00%75CommonSOLE
761152107RMDRESMED INC$3,5920.00%16CommonSOLE
46266C105IQVIQVIA HLDGS INC$3,5810.00%21CommonSOLE
898920103HURATUHURA BIOSCIENCES I$3,5800.00%2,000CommonSOLE
770700102HOODROBINHOOD MKTS INC Class A$3,3260.00%48CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTIC$3,3090.00%10CommonSOLE
922475108VEEVVEEVA SYS INC Class A$3,1620.00%18CommonSOLE
771049103RBLXROBLOX CORP A$3,1110.00%55CommonSOLE
49714P108KNSLKINGSTONE COS INC$3,0600.00%210CommonSOLE
107924102BBOTBRIDGEBIO ONCOLOGY T$2,9980.00%335CommonSOLE
04626A103ALABASTERA LABS INC$2,9590.00%27CommonSOLE
00686R102ADMA BIOLOGICS INC$2,9010.00%322CommonSOLE
19260Q107COINCOINBASE GLOBAL INC Class A$2,7940.00%16CommonSOLE
Y7571C100SYBJFSECURITY BANK CORP$2,6230.00%2,436CommonSOLE
500275102KOTMYKOITO MFG CO LTD ADR$2,6060.00%180CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2,5480.00%6CommonSOLE
45256X103IBRXIMMUNITYBIO INC$2,5390.00%331CommonSOLE
98980G102ZSZSCALER INC$2,5250.00%18CommonSOLE
464287630IWNiShares Russell 2000 Value ETF$2,4650.00%13CommonSOLE
81663A101NUSCALE PWR CORP A$2,4060.00%222CommonSOLE
553368101MPMP MATLS CORP Class A$2,2200.00%46CommonSOLE
83406F102SOFISOFI TECHNOLOGIES IN$2,0800.00%131CommonSOLE
888787108TOSTTOAST INC Class A$2,0680.00%78CommonSOLE
24661P707DELCATH SYS INC$1,9020.00%205CommonSOLE
26603R106DUOLDUOLINGO INC A$1,7740.00%18CommonSOLE
00217D100ASTSAST SPACEMOBILE INC Class A$1,6570.00%20CommonSOLE
75734B100RDDTREDDIT INC A$1,6160.00%12CommonSOLE
Q48215109IDPUFIDP ED LTD$1,5890.00%567CommonSOLE
69120X206OWLTOWLET INC A$1,4340.00%279CommonSOLE
98983L108ZWSZEVIA PBC A$1,3690.00%1,170CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$1,3310.00%40CommonSOLE
713317105PEPGPEPGEN INC$1,2710.00%718CommonSOLE
464288869IWCiShares Micro-Cap ETF$9580.00%6CommonSOLE
W64566107LNDNFORRON ENERGY AB$1940.00%254CommonSOLE
H9875C108ZRSEFDOCMORRIS AG$600.00%10CommonSOLE

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.