Accordant Advisory Group Inc. Portfolio
Invests via Accordant Advisory Group Inc | Managed by Timothy Monaco
Invests via Accordant Advisory Group Inc
Managed by Timothy Monaco
Automatically Tracked
Company Profile
Specialty advisory firm Accordant Advisory Group Inc provides strategic consulting and transaction advisory to healthcare and life sciences clients, focusing on M&A, corporate finance, and commercial strategy. The firm positions itself as a boutique advisor serving private equity sponsors, corporate acquirers and growth-stage companies with due diligence, valuation and integration planning. Fee-for-service and success-based engagements support mid-market deals and cross-border transactions, leveraging senior industry operators to bridge clinical, regulatory and commercial value creation.
Specialty advisory firm Accordant Advisory Group Inc provides strategic consulting and transaction advisory to healthcare and life sciences clients, focusing on M&A, corporate finance, and commercial strategy. The firm positions itself as a boutique advisor serving private equity sponsors, corporate acquirers and growth-stage companies with due diligence, valuation and integration planning. Fee-for-service and success-based engagements support mid-market deals and cross-border transactions, leveraging senior industry operators to bridge clinical, regulatory and commercial value creation.
Investment Philosophy & Strategy
Operates as a sector-focused strategic investor/advisor that prioritizes healthcare and life-sciences opportunities where clinical, regulatory and commercial gaps create mispriced risk. Emphasizes transaction-led value creation: rigorous operational and regulatory due diligence, conservative underwriting, and integration-oriented capital allocation to de-risk mid-market M&A. Targets sponsor-backed and growth-stage assets with three-to-seven year horizons, favoring scalable commercial models and differentiated clinical assets. Risk discipline centers on regulatory pathway clarity, measurable commercial milestones and staged, fee- and success-linked deployment to align incentives and preserve downside.
Operates as a sector-focused strategic investor/advisor that prioritizes healthcare and life-sciences opportunities where clinical, regulatory and commercial gaps create mispriced risk. Emphasizes transaction-led value creation: rigorous operational and regulatory due diligence, conservative underwriting, and integration-oriented capital allocation to de-risk mid-market M&A. Targets sponsor-backed and growth-stage assets with three-to-seven year horizons, favoring scalable commercial models and differentiated clinical assets. Risk discipline centers on regulatory pathway clarity, measurable commercial milestones and staged, fee- and success-linked deployment to align incentives and preserve downside.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.44%
Gain
Monthly
0.16%
Yearly
1.91%
Drawdown
37.5%
$142.67M
Equity
Holdings
$142.67M
Investment
$120.05M
$28.62M
Profit -$1.75M
Realized
$6M
Unrealized
$22.62M
Dividends
$5.97M
Goals
Avg. 21% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.75M
Win %
67%
This Week
Compared To Last Week
Gain
-1.69%
Profit
-$2.46M
Win %
67%
This Month
Compared to last month
Gain
-2.35%
Profit
-$3.43M
Win %
67%
This Year
Compared to last year
Gain
-11.61%
Profit
-$18.74M
Win %
67%
ABT Abbott Laboratories
+10.93%
+$1,121.83 
TNDM Tandem Diabetes Care Inc.
+7.43%
+$13.62 
UAA Under Armour Inc.
+4.75%
+$13 
UA Under Armour Inc.
+4.55%
+$12.2 
WM Waste Management, Inc.
+4.22%
+$353.52 
MRK Merck & Co., Inc.
+4.17%
+$2,905.08 
HLN Haleon Plc - ADR
+3.9%
+$106.4 
MDLZ Mondelez International, Inc.
+3.87%
+$611.28 
VTRS Viatris Inc.
+3.63%
+$10.89 
CRM Salesforce Inc
+3.59%
+$900 
UHS Universal Health Services, Inc.
+3.58%
+$349.8 
LAND Gladstone Land Corporation
+3.52%
+$88.45 
SOLV Solventum Corporation
+3.51%
+$22 
THC Tenet Healthcare Corporation
+3.36%
+$498.19 
PM Philip Morris International Inc.
+3.33%
+$3,010 
LW Lamb Weston Holdings, Inc.
+3.33%
+$62.12 
UPS United Parcel Service, Inc.
+3.29%
+$122.76 
PYPL PayPal Holdings Inc
+3.28%
+$364 
MO Altria Group, Inc.
+3.23%
+$1,140 
T AT&T Inc.
+3.22%
+$908.07 
ZBH Zimmer Biomet Holdings, Inc.
+3.18%
+$114.6 
IBM International Business Machines Corporation
+3.1%
+$603.02 
NSC Norfolk Southern Corporation
+3.04%
+$10,468.6 
UBSI United Bankshares, Inc.
+2.93%
+$8,905 
VLO Valero Energy Corporation
+2.91%
+$1,804.12 
VZ Verizon Communications Inc.
+2.91%
+$586.39 
CMCSA Comcast Corp
+2.83%
+$298.89 
CAG Conagra Brands Inc.
+2.81%
+$49.5 
R Ryder System Inc.
+2.79%
+$575.64 
GSK GSK plc Sponsored ADR
+2.71%
+$375.25 
KO The Coca-Cola Company
+2.69%
+$3,358.86 
GILD Gilead Sciences Inc.
+2.67%
+$3,071.26 
MPC Marathon Petroleum Corporation
+2.65%
+$950.4 
WSM Williams-Sonoma, Inc.
+2.59%
+$421.94 
PEP PepsiCo, Inc.
+2.57%
+$1,885.38 
PSX Phillips 66
+2.55%
+$1,002 
RYN Rayonier Inc.
+2.54%
+$21.09 
FPI Farmland Partners Inc.
+2.5%
+$342,467.52 
WMT Walmart Inc.
+2.49%
+$840 
BMY Bristol-Myers Squibb Company
+2.44%
+$1,401.4 
AUB Atlantic Union Bankshares Corporation
+2.41%
+$12,887.7 
GEN Gen Digital Inc.
+2.38%
+$13.23 
WY Weyerhaeuser Company
+2.36%
+$491.55 
RGA Reinsurance Group of America, Inc.
+2.33%
+$288.85 
FYT First Trust Small Cap Value Fund
+2.29%
+$1,622 
KMB Kimberly-Clark Corporation
+2.25%
+$496.61 
TRC Tejon Ranch Co.
+2.12%
+$31.2 
GEHC GE HealthCare Technologies Inc.
+2.1%
+$10.64 
ZION Zions Bancorporation, National Association
+2.1%
+$406.72 
IYH iShares U.S. Healthcare ETF
+2.06%
+$2,667.5 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$3,531 
SYY Sysco Corporation
+2.01%
+$567 
DXC Dxc Technology Co.
+1.99%
+$23.12 
V Visa Inc. Class A
+1.94%
+$1,065.62 
TFC Truist Financial Corporation
+1.82%
+$3,163.2 
VHT Vanguard Health Care ETF
+1.81%
+$135.5 
PG Procter & Gamble Co
+1.8%
+$694.26 
MSFT Microsoft Corp.
+1.78%
+$13,813.95 
SYLD Cambria Shareholder Yield ETF
+1.75%
+$1,430 
LLY Eli Lilly and Company
+1.73%
+$1,197 
FVD First Trust Value Line Dividend Index Fund
+1.69%
+$1,950.3 
COWZ Pacer US Cash Cows 100 ETF
+1.65%
+$185,147.23 
CTVA Corteva Inc.
+1.65%
+$5.56 
ZM Zoom Video Communications, Inc.
+1.58%
+$202.94 
FTCS First Trust Capital Strength ETF
+1.57%
+$303 
DVY iShares Select Dividend ETF
+1.55%
+$1,563.51 
VSNT Versant Media Group, Inc.
+1.55%
+$8.92 
LNC Lincoln National Corporation
+1.5%
+$38.74 
LNG Cheniere Energy Inc.
+1.44%
+$550.5 
KMI Kinder Morgan, Inc.
+1.41%
+$991.9 
PTMN Portman Ridge Finance Corporation
+1.41%
+$2,730.2 
CVS CVS Health Corporation
+1.39%
+$184.37 
JNJ Johnson & Johnson
+1.34%
+$6,702.3 
EPD Enterprise Products Partners L.P.
+1.29%
+$483.06 
PFE Pfizer Inc.
+1.29%
+$47.98 
ADM Archer-Daniels-Midland Co
+1.28%
+$321.3 
CVX Chevron Corporation
+1.26%
+$1,529.88 
AAPL Apple Inc.
+1.25%
+$9,243.39 
ICE Intercontinental Exchange, Inc.
+1.22%
+$171 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.15%
+$594 
TRV The Travelers Companies, Inc.
+1.11%
+$174.72 
HD The Home Depot, Inc.
+1.09%
+$558.75 
ATO Atmos Energy Corporation
+1.05%
+$14.68 
XOM Exxon Mobil Corporation
+1.02%
+$1,258.01 
MSI Motorola Solutions, Inc.
+0.96%
+$671.18 
WAB Wabtec Corporation
+0.95%
+$2.46 
DE Deere & Company
+0.84%
+$1,659.84 
KRP Kimbell Royalty Partners, LP
+0.75%
+$73.37 
EOG EOG Resources, Inc.
+0.73%
+$77 
HERO Global X Video Games & Esports ETF
+0.72%
+$0.36 
OSK Oshkosh Corporation
+0.71%
+$78 
EXE Expand Energy Corporation
+0.69%
+$22,077 
AIZ Assurant Inc.
+0.68%
+$104.72 
MOO VanEck Agribusiness ETF
+0.64%
+$5.2 
D Dominion Energy, Inc.
+0.63%
+$31.95 
EMR Emerson Electric Co.
+0.63%
+$218.88 
QUS SPDR MSCI USA StrategicFactors ETF
+0.58%
+$222.56 
WMB The Williams Companies, Inc.
+0.56%
+$338.94 
ALL Allstate Corporation
+0.56%
+$129.01 
TPVG TriplePoint Venture Growth BDC Corp.
+0.53%
+$35 
WDIV SPDR S&P Global Dividend ETF
+0.53%
+$1,309.43 
GD General Dynamics Corporation
+0.52%
+$1,434.34 
SHEL Shell plc
+0.5%
+$123.9 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,686.99 
TROW T. Rowe Price Group, Inc.
+0.46%
+$109 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.44%
+$98.49 
NI NiSource Inc.
+0.33%
+$43.5 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$505.6 
LMT Lockheed Martin Corporation
+0.29%
+$31.71 
MMM 3M Company
+0.26%
+$56.7 
HON Honeywell International Inc.
+0.26%
+$138.62 
DEMZ Democratic Large Cap Core ETF
+0.23%
+$1,147.12 
GOOGL Alphabet Inc
+0.17%
+$743.39 
DVN Devon Energy Corporation
+0.14%
+$13.14 
JOE The St. Joe Company
+0.11%
+$6,826.05 
ALCO Alico Inc.
+0.11%
+$4,528.57 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$14.56 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.1%
+$39 
RRC Range Resources Corporation
+0.08%
+$1,318.86 
SKYY First Trust Cloud Computing ETF
+0.07%
+$14.9 
ESPO VanEck Video Gaming and eSports ETF
+0.07%
+$17.94 
TPL Texas Pacific Land Corporation
+0.03%
+$3.51 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$6 
ELE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ASTS AST SpaceMobile, Inc.
-18.28%
-$1,211.89 
UAMY United States Antimony Corporation
-12.92%
-$76.5 
LUCD Lucid Diagnostics Inc.
-10.87%
-$1,787.5 
OKLO Oklo Inc.
-10.22%
-$31,116.21 
ALMU Aeluma Inc.
-9.39%
-$616 
CRNC Cerence Inc.
-8.85%
-$56.11 
PPTA Perpetua Resources Corp.
-8.23%
-$110,816.37 
TII Titan Mining Corporation
-7.5%
-$50.33 
CDE Coeur Mining, Inc.
-7.26%
-$56.59 
CTGO Contango Ore Inc.
-6.78%
-$75.24 
MKSI MKS Instruments Inc.
-6.67%
-$1,841.58 
MU Micron Technology, Inc.
-6.55%
-$17,778.01 
DNN Denison Mines Corp.
-6.54%
-$80,684.59 
GE General Electric Company
-6.35%
-$572.25 
LRCX Lam Research Corporation
-5.81%
-$41,132.81 
UROY Uranium Royalty Corp.
-5.8%
-$401,630.08 
FCX Freeport-McMoRan Inc.
-5.51%
-$672 
MS Morgan Stanley
-5.45%
-$5,849.15 
HPE Hewlett Packard Enterprise Company
-5.01%
-$3,560.12 
ORCL Oracle Corporation
-4.95%
-$656 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-4.68%
-$9,590.87 
CCJ Cameco Corporation
-4.51%
-$480.29 
GDXJ VanEck Junior Gold Miners ETF
-4.39%
-$15,713.44 
NEM Newmont Corporation
-4.39%
-$1,734.7 
NXE NexGen Energy Ltd.
-4.22%
-$56,535.18 
DELL Dell Technologies Inc.
-4.21%
-$173.8 
EU Encore Energy Corp
-4.19%
-$22.33 
CAVA Cava Group Inc.
-4.15%
-$31.79 
QCOM QUALCOMM Incorporated
-4.14%
-$1,554.01 
URNM Sprott Uranium Miners ETF
-3.89%
-$14,507.46 
HWM Howmet Aerospace Inc.
-3.76%
-$1,396.5 
AA Alcoa Corporation
-3.74%
-$99.83 
GDX VanEck Gold Miners ETF
-3.72%
-$16,986.75 
KEYS Keysight Technologies, Inc.
-3.71%
-$2,188.68 
CGAU Centerra Gold Inc.
-3.69%
-$115,424.06 
GEV GE Vernova Inc.
-3.56%
-$225.72 
AEM Agnico Eagle Mines Limited
-3.52%
-$142,365 
SOLS Sollensys Corp
-3.49%
-$253.54 
AMAT Applied Materials, Inc.
-3.49%
-$1,131.2 
B BARRICK MINING CORP Common Stock (ABR0)
-3.38%
-$21.87 
VALE Vale S.A.
-3.37%
-$17.82 
PSLV Sprott Physical Silver Trust
-3.35%
-$287,407.2 
LIT GLOBAL X LITHIUM & BATTERY T
-3.24%
-$32.2 
APP AppLovin Corporation Class A Common Stock
-3.14%
-$2,159.92 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-3.13%
-$45.72 
TECK Teck Resources Ltd.
-3.07%
-$53.4 
RIO Rio Tinto Plc Sponsored ADR
-3.05%
-$29,900.42 
PPLT abrdn Physical Platinum Shares ETF
-3.03%
-$199,842.4 
CRUS Cirrus Logic, Inc.
-2.99%
-$278.72 
AGI Alamos Gold Inc.
-2.95%
-$96,277.27 
CSCO Cisco Systems, Inc.
-2.89%
-$3,553 
ANET Arista Networks, Inc.
-2.78%
-$1,204.56 
NUKZ Range Nuclear Renaissance ETF
-2.75%
-$3,720.54 
NVDA NVIDIA Corporation
-2.73%
-$1,162 
KLAC KLA Corporation
-2.71%
-$1,400.7 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.69%
-$552.96 
C Citigroup Inc.
-2.53%
-$136.4 
CEF Sprott Physical Gold and Silver Trust
-2.45%
-$17,754.66 
STT State Street Corp
-2.2%
-$472.07 
FLBR Franklin FTSE Brazil ETF
-1.85%
-$128,247.04 
META Meta Platforms Inc Class A
-1.85%
-$1,712.92 
OUNZ VanEck Merk Gold Trust
-1.83%
-$195,358.02 
EBAY eBay Inc.
-1.81%
-$408.72 
SGOL abrdn Physical Gold Shares ETF
-1.81%
-$70 
IAU iShares Gold Trust
-1.8%
-$1,475.49 
PHYS Sprott Physical Gold Trust
-1.75%
-$202,600.22 
FLJP Franklin FTSE Japan ETF
-1.59%
-$109,735.62 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$311.08 
ROBO ROBO Global Robotics & Automation Index ETF
-1.5%
-$90.75 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.45%
-$15.71 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$706.84 
BKR Baker Hughes Company
-1.33%
-$14.44 
HODL VanEck Bitcoin ETF
-1.31%
-$24 
RTX RTX Corporation
-1.3%
-$1,050.6 
RCL Royal Caribbean Group
-1.25%
-$292 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.24%
-$38,435.25 
PBR Petrobras S.A. Sponsored ADR
-1.23%
-$12.54 
PJT PJT Partners Inc.
-1.18%
-$13.89 
IDRV iShares Self-Driving EV and Tech ETF
-1.16%
-$48,880.25 
BA Boeing Company
-1.1%
-$240 
GM General Motors Company
-1.08%
-$84 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.07%
-$89.53 
XT iShares Future Exponential Technologies ETF
-1%
-$80.36 
JPM JPMorgan Chase & Co.
-1%
-$377.14 
WBD Warner Bros. Discovery, Inc.
-0.95%
-$5.2 
AVDE Avantis International Equity ETF
-0.93%
-$28,000.76 
EPOL iShares MSCI Poland ETF
-0.91%
-$20,455.87 
DXJ WisdomTree Japan Hedged Equity Fund
-0.89%
-$1,118.26 
ACWI iShares MSCI ACWI ETF
-0.74%
-$179.01 
MANU Manchester United plc
-0.71%
-$1.92 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.6%
-$198 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.57%
-$2.32 
BP BP p.l.c. Sponsored ADR
-0.56%
-$161 
HACK Amplify Cybersecurity ETF
-0.54%
-$60 
SCHW Charles Schwab Corporation
-0.5%
-$257.5 
VOO Vanguard S&P 500 ETF
-0.47%
-$1,792.64 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$501.93 
IVV iShares Core S&P 500 ETF
-0.46%
-$76.56 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.42%
-$917.1 
AR Antero Resources Corporation
-0.4%
-$6,032.61 
IGF iShares Global Infrastructure ETF
-0.38%
-$140.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.35%
-$433.4 
UTHR United Therapeutics Corporation
-0.32%
-$64.22 
PAVE Global X U.S. Infrastructure Development ETF
-0.29%
-$32.84 
A Agilent Technologies Inc.
-0.29%
-$140.91 
BAC Bank of America Corporation
-0.28%
-$17.5 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.27%
-$61.6 
AMZN Amazon.com Inc
-0.14%
-$100.44 
MFC Manulife Financial Corporation
-0.14%
-$70.92 
FLIN Franklin FTSE India ETF
-0.13%
-$2.12 
MAR Marriott International Inc. - Class A
-0.1%
-$140.79 
HPQ HP Inc.
-0.02%
-$7.89 
JXN Jackson Financial Inc.
-0.02%
-$141.02 Events
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Dividends
Dividend Analysis
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| Trades 945 | Longs Won 512/945 54% | Profit Factor 2.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $258,961.66 |
| Average Win $86,647.63 | Best Trade (Jul 10) $3.81M | Sharpe Ratio -11.47 |
| Average Loss -$36,368.33 | Worst Trade (Sep 30) -$1.29M | Z-Score 0.35 (27.18%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $30,281.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,922 | 3,529 | 3,137 | 2,745 | 2,353 | 1,961 | 1,569 | 1,176 | 784 | 392 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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