SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Accent Capital Management, LLC

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

Reported Value
$176M
Q4 2024
Positions
191
Filings on Record
11
2019–present window
Filed
Feb 12, 2025
original filing

Summary

Accent Capital Management, LLC reported $176M in U.S.-listed holdings across 191 positions for Q4 2024.

Its largest position, AAPL, represents 13.9% of the portfolio.

Compared with Q3 2024, the fund opened 19 new positions and exited 38.

Portfolio Metrics

Turnover
+6.9%
vs prior filed quarter
Top-10 Concentration
+68.1%
share of reported value
Largest Position
+13.9%
Apple
New / Exited
19 / 38
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: 92.5%ETP: 6.5%ADR: 0.5%Other: 0.5%REIT: 0.0%
  • Common Stock · 92.5% · $162M
  • ETP · 6.5% · $11M
  • ADR · 0.5% · $863,348
  • Other · 0.5% · $808,415
  • REIT · 0.0% · $14,366

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
INVESCO S AND P 500 VL WITH ETFNEW+1.0K1.0K+$57,521$57,521
SAFRAN ADRNEW+600600+$32,700$32,700
HURATUHURA BIOSCIENCES INEW+7.0K7.0K+$28,630$28,630
TWLOTWILIO INC ANEW+174174+$18,806$18,806
SRRKSCHOLAR ROCK HLDG CONEW+400400+$17,288$17,288
DR REDDYS LABS LTD ADRNEW+875875+$13,816$13,816
SHAKSHAKE SHACK INC ANEW+100100+$12,980$12,980
ARMARM HLDGS PLC Equity ADRNEW+100100+$12,336$12,336

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

Holdings — Q4 2024

50 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM13.90%$24M97.5K
2NVDANVIDIA CORPhistory →COM10.23%$18M133.7K
3MSFTMicrosoft Corphistory →COM10.17%$18M42.4K
4GOOGALPHABET INC Ahistory →CL A COM7.85%$14M72.8K
5AMZNAmazon.com Inchistory →COM6.46%$11M51.7K
6METAMETA PLATFORMS INC Ahistory →CL A COM6.14%$11M18.4K
7SPDR S&P 500 ETFCOM4.82%$8M14.4K
8COSTCOSTCO WHSL CORP NEWhistory →COM3.25%$6M6.2K
9VVISA INC Ahistory →CL A COM2.64%$5M14.7K
10LLYELi Lilly and Cohistory →COM2.59%$5M5.9K
11GOOGALPHABET INC Chistory →CL C COM2.16%$4M19.9K
12JPMJPMORGAN CHASE & COhistory →COM2.03%$4M14.9K
13MAMASTERCARD INC Ahistory →CL A COM2.02%$4M6.7K
14UNHUNITEDHEALTH GROUP Ihistory →COM1.68%$3M5.8K
15AXPAMERICAN EXPRESS COhistory →COM1.39%$2M8.2K
16VANGUARD TOTAL STOCK MARKET ETFCOM1.29%$2M7.8K
17AVGOBROADCOM INChistory →COM1.27%$2M9.6K
18HONGBPHONEYWELL INTL INChistory →COM1.14%$2M8.9K
19WMTWALMART INChistory →COM1.07%$2M20.8K
20DUTMOODYS CORPhistory →COM1.06%$2M3.9K
21NOWSERVICENOW INCCOM0.92%$2M1.5K
22HDHOME DEPOT INCCOM0.80%$1M3.6K
23WSMWILLIAMS SONOMA INCCOM0.79%$1M7.5K
24PEPPEPSICO INCCOM0.79%$1M9.0K
25BACBANK OF AMERICA CORPCOM0.78%$1M31.0K
26LOWLOWES COS INCCOM0.74%$1M5.3K
27QCOMQUALCOMM INCCL A COM0.73%$1M8.4K
28CMGCHIPOTLE MEXICAN GRICOM0.72%$1M20.9K
29ADBEAdobe IncCOM0.64%$1M2.5K
30TJXTJX COS INC NEWCOM0.61%$1M8.9K
31SNOWSNOWFLAKE INC ACL A COM0.61%$1M6.9K
32INTCINGREDION INCCOM0.60%$1M7.7K
33BKNGBOOKING HLDGS INCCOM0.57%$993,684200
34SNPSSYNOPSYS INCCOM0.50%$875,1041.8K
35UBERUBER TECHNOLOGIES INCOM0.45%$795,31913.2K
36DEDEERE & COCOM0.42%$744,3101.8K
37Royal Caribbean GrouCOM0.39%$684,9333.0K
38CPCanadian Pacific KanCOM0.37%$644,4708.9K
39PYPLPAYPAL HLDGS INCCOM0.31%$550,4226.4K
40PINSPINTEREST INC ACOM0.29%$506,16617.5K
41EXPEEXPEDIA GROUP INCCOM0.27%$465,8252.5K
42TMOTHERMO FISHER SCIENTCOM0.25%$444,609854
43COKECoca Cola ConsolidatCOM0.25%$438,477348
44ODFLOLD DOMINION FREIGHTCOM0.20%$352,8002.0K
45KOThe Coca-Cola CoCOM0.20%$348,3455.6K
46URIUNITED RENTALS INCCOM0.18%$316,998450
47GSGOLDMAN SACHS GROUPCOM0.18%$314,941550
48USBUS BANCORP DELCOM0.17%$289,9806.0K
49SMCISUPER MICRO COMPUTERCOM0.15%$265,4818.7K
50ICEINTERCONTINENTAL EXCCOM0.14%$249,2941.7K

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 ↗.