Accordant Advisory Group Inc

Portfolio Overview

Accordant Advisory Group Inc. reported a significant expansion in assets under management for the period ending December 31, 2025, with the total portfolio value growing 57.0% from $92.30 million to $144.91 million. This growth was driven by a combination of market performance and substantial capital inflows, evidenced by the high portfolio turnover. The firm manages a diversified portfolio of 175 holdings, though the concentration is weighted heavily toward the top posit...