SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Accent Capital Management, LLC

CIK 0002014179 · 170 E. SPRING VALLEY PIKE, SUITE B, CENTERVILLE, OH, 45458 · 937-231-0528

Reported Value
$174M
Q3 2024
Positions
210
Filings on Record
11
2019–present window
Filed
Nov 6, 2024
original filing

Summary

Accent Capital Management, LLC reported $174M in U.S.-listed holdings across 210 positions for Q3 2024.

Its largest position, AAPL, represents 13.1% of the portfolio.

Compared with Q2 2024, the fund opened 45 new positions and exited 19.

Portfolio Metrics

Turnover
+13.7%
vs prior filed quarter
Top-10 Concentration
+66.2%
share of reported value
Largest Position
+13.1%
Apple
New / Exited
45 / 19
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $116MQ1 ’24Q2 ’24: $163MQ3 ’24: $174MQ3 ’24Q4 ’24: $176MQ1 ’25: $173MQ1 ’25Q2 ’25: $224MQ3 ’25: $238MQ3 ’25Q4 ’25: $233MQ1 ’26: $206MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 90.9%ETP: 8.1%ADR: 0.6%Other: 0.4%REIT: 0.0%
  • Common Stock · 90.9% · $158M
  • ETP · 8.1% · $14M
  • ADR · 0.6% · $961,379
  • Other · 0.4% · $681,399
  • REIT · 0.0% · $25,762

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AVGOBROADCOM INCNEW+9.6K9.6K+$2M$2M
WSMWILLIAMS SONOMA INCNEW+7.5K7.5K+$1M$1M
UBERUBER TECHNOLOGIES INNEW+6.8K6.8K+$508,683$508,683
PYPLPAYPAL HLDGS INCNEW+6.4K6.4K+$503,215$503,215
COKECoca Cola ConsolidatNEW+348348+$458,107$458,107
SMCISUPER MICRO COMPUTERNEW+871871+$362,684$362,684
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TRNEW+600600+$104,742$104,742
MKTXMARKETAXESS HLDGS INNEW+9898+$25,108$25,108

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

50 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM13.06%$23M97.6K
2MSFTMicrosoft Corphistory →COM10.48%$18M42.4K
3NVDANVIDIA CORPhistory →COM10.35%$18M148.5K
4GOOGALPHABET INC Ahistory →CL A COM6.93%$12M72.8K
5METAMETA PLATFORMS INC Ahistory →CL A COM6.23%$11M19.0K
6AMZNAmazon.com Inchistory →COM5.78%$10M54.0K
7SPDR S&P 500 ETFCOM5.58%$10M16.9K
8COSTCOSTCO WHSL CORP NEWhistory →COM3.17%$6M6.2K
9UNHUNITEDHEALTH GROUP Ihistory →COM2.34%$4M7.0K
10VVISA INC Ahistory →CL A COM2.32%$4M14.7K
11GOOGALPHABET INC Chistory →CL C COM1.92%$3M20.0K
12MAMASTERCARD INC Ahistory →CL A COM1.91%$3M6.7K
13JPMJPMORGAN CHASE & COhistory →COM1.80%$3M14.9K
14AXPAMERICAN EXPRESS COhistory →COM1.35%$2M8.7K
15VANGUARD TOTAL STOCK MARKET ETFCOM1.31%$2M8.0K
16FDXFEDEX CORPhistory →COM1.29%$2M8.2K
17LLYELi Lilly and Cohistory →COM1.12%$2M2.2K
18DUTMOODYS CORPhistory →COM1.07%$2M3.9K
19HONGBPHONEYWELL INTL INChistory →COM1.05%$2M8.9K
20LRCXEURLAM RESH CORPhistory →COM1.02%$2M2.2K
21WMTWALMART INCCOM0.97%$2M20.8K
22AVGOBROADCOM INCCOM0.95%$2M9.6K
23BACBANK OF AMERICA CORPCOM0.90%$2M39.5K
24PEPPEPSICO INCCOM0.88%$2M9.0K
25HDHOME DEPOT INCCOM0.84%$1M3.6K
26LOWLOWES COS INCCOM0.82%$1M5.3K
27NOWSERVICENOW INCCOM0.78%$1M1.5K
28ADBEAdobe IncCOM0.76%$1M2.6K
29CMGCHIPOTLE MEXICAN GRICOM0.69%$1M20.9K
30WSMWILLIAMS SONOMA INCCOM0.66%$1M7.5K
31INTCINGREDION INCCOM0.61%$1M7.7K
32TJXTJX COS INC NEWCOM0.60%$1M8.9K
33SNPSSYNOPSYS INCCOM0.54%$945,4301.9K
34BKNGBOOKING HLDGS INCCOM0.48%$842,424200
35QCOMQUALCOMM INCCL A COM0.44%$763,0144.5K
36CPCanadian Pacific KanCOM0.44%$760,3658.9K
37DEDEERE & COCOM0.42%$732,9001.8K
38PINSPINTEREST INC ACOM0.33%$576,44517.8K
39TMOTHERMO FISHER SCIENTCOM0.30%$528,592854
40Royal Caribbean GrouCOM0.30%$525,3943.0K
41UBERUBER TECHNOLOGIES INCOM0.29%$508,6836.8K
42PYPLPAYPAL HLDGS INCCOM0.29%$503,2156.4K
43ISHARES RUSSELL 1000 GROWTH ETFCOM0.29%$500,0061.3K
44VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHSCOM0.27%$476,5206.0K
45COKECoca Cola ConsolidatCOM0.26%$458,107348
46USBUS BANCORP DELCOM0.26%$453,0549.8K
47GSGOLDMAN SACHS GROUPCOM0.26%$445,599900
48KOThe Coca-Cola CoCOM0.23%$404,7705.6K
49ODFLOLD DOMINION FREIGHTCOM0.23%$397,2802.0K
50EXPEEXPEDIA GROUP INCCOM0.21%$370,0502.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$206M338May 11, 2026RESTATEMENTchanges · EDGAR ↗
Q4 2025$233M354Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$238M380Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$224M403Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$173M326May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$176M191Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$174M210Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$163M182Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$116M170May 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.