SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Accent Capital Management, LLC

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

Reported Value
$238M
Q3 2025
Positions
380
Filings on Record
11
2019–present window
Filed
Nov 12, 2025
original filing

Summary

Accent Capital Management, LLC reported $238M in U.S.-listed holdings across 380 positions for Q3 2025.

Its largest position, AAPL, represents 10.1% of the portfolio.

Compared with Q2 2025, the fund opened 63 new positions and exited 86.

Portfolio Metrics

Turnover
+5.2%
vs prior filed quarter
Top-10 Concentration
+63.1%
share of reported value
Largest Position
+10.1%
Apple
New / Exited
63 / 86
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: 82.7%ETP: 13.3%Other: 2.9%ADR: 1.0%REIT: 0.0%
  • Common Stock · 82.7% · $197M
  • ETP · 13.3% · $32M
  • Other · 2.9% · $7M
  • ADR · 1.0% · $2M
  • REIT · 0.0% · $52,020

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR Blmbg 1-3 Mth T-Bill ETFNEW+4.3K4.3K+$390,247$390,247
BRK/BBERKSHIRE HATHAWAY Class BNEW+437437+$219,697$219,697
FIRST TR NASDAQ TECH DIV IDX ETFNEW+151151+$14,887$14,887
CHOCOLADEFABRIKEN LI ADRNEW+750750+$11,468$11,468
GATXGATX CORPNEW+6060+$10,488$10,488
HLIHOULIHAN LOKEY INC ANEW+5050+$10,266$10,266
UUNITY SOFTWARE INCNEW+235235+$9,409$9,409
NMRKNEWMARK GROUP INC ANEW+500500+$9,325$9,325

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

Holdings — Q3 2025

50 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM10.13%$24M94.8K
2NVDANVIDIA CORPhistory →COM10.07%$24M128.6K
3MSFTMICROSOFT CORPhistory →COM9.85%$23M45.3K
4GOOGALPHABET INC Ahistory →CL A COM7.44%$18M72.9K
5METAMETA PLATFORMS INC Ahistory →CL A COM6.37%$15M21.0K
6SPDR S&P 500 ETFCOM6.15%$15M22.0K
7AMZNAMAZON.COM INChistory →COM5.04%$12M54.8K
8VANGUARD S&P 500 ETFCOM3.61%$9M14.0K
9COSTCOSTCO WHSL CORP NEWhistory →COM2.42%$6M6.2K
10TSLATESLA INChistory →COM2.05%$5M11.0K
11JPMJPMORGAN CHASE & COhistory →COM2.04%$5M15.4K
12GOOGALPHABET INC Chistory →CL C COM1.93%$5M18.9K
13LLYELI LILLY AND COhistory →COM1.86%$4M5.8K
14AVGOBROADCOM INChistory →COM1.81%$4M13.1K
15HONGBPHONEYWELL INTL INChistory →COM1.69%$4M19.2K
16MAMASTERCARD INC Ahistory →CL A COM1.62%$4M6.8K
17VVISA INC Ahistory →CL A COM1.59%$4M11.1K
18VUGVNGRD RSL 1000 GRTHhistory →COM1.53%$4M30.2K
19AXPAMERICAN EXPRESS COhistory →COM1.14%$3M8.2K
20NU HLDGS LTD ACL A COM1.12%$3M15.8K
21SPOTIFY TECHNOLOGY SCOM1.07%$3M3.7K
22URIUNITED RENTALS INChistory →COM1.05%$3M2.6K
23UNHUNITEDHEALTH GROUP ICOM0.98%$2M6.8K
24WMTWALMART INCCOM0.90%$2M20.8K
25VANGUARD TOTAL STOCK MARKET ETFCOM0.89%$2M6.4K
26LRCXEURLAM RESH CORPCOM0.79%$2M14.0K
27SNOWSNOWFLAKE INCCOM0.67%$2M7.1K
28BACBANK OF AMERICA CORPCOM0.67%$2M31.0K
29BRK/ABERKSHIRE HATHAWAY I ACL A COM0.63%$2M2
30WSMWILLIAMS SONOMA INCCOM0.61%$1M7.5K
31VUGVANGUARD GROWTH ETFCOM0.60%$1M3.0K
32HDHOME DEPOT INCCOM0.60%$1M3.5K
33LOWLOWES COS INCCOM0.57%$1M5.4K
34TJXTJX COS INC NEWCOM0.55%$1M9.0K
35QCOMQUALCOMM INCCL A COM0.54%$1M7.8K
36PEPPEPSICO INCCOM0.54%$1M9.2K
37UBERUBER TECHNOLOGIES INCOM0.54%$1M13.2K
38APOAPOLLO GLOBAL MGMT ICOM0.47%$1M8.5K
39BKNGBOOKING HLDGS INCCOM0.45%$1M200
40NOWSERVICENOW INCCOM0.45%$1M1.2K
41ROYAL CARIBBEAN GROUCOM0.40%$947,1082.9K
42INTCINGREDION INCCOM0.37%$870,8897.1K
43CMGCHIPOTLE MEXICAN GRICOM0.34%$820,71720.9K
44VRTVERTIV HLDGS CO ACL A COM0.34%$817,8125.4K
45DEDEERE & COCOM0.34%$803,0401.8K
46CPCANADIAN PACIFIC KANCOM0.27%$653,2128.8K
47PINSPINTEREST INC ACL A COM0.23%$542,86916.9K
48EXPEEXPEDIA GROUP INCCOM0.22%$534,3752.5K
49GSGOLDMAN SACHS GROUPCOM0.20%$466,661586
50COKECOCA COLA CONSOLIDATCOM0.17%$399,5163.4K

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 ↗.