Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AHLTAmerican Beacon Select Funds | $16.0M | 10.2% | +1.6% |
| CTASimplify Exchange Traded Fun | $13.9M | 8.9% | +4.8% |
| ASMFVirtus Etf Tr II | $8.5M | 5.4% | +1.4% |
| MOSMosaic Co | $8.1M | 5.1% | |
| GDXJVaneck Etf Trust | $7.7M | 4.9% | |
| PBRPetroleo Brasileiro S A | $7.6M | 4.8% | −12.8% |
| FNDESchwab Strategic Tr | $7.1M | 4.5% | |
| KMLMKraneshares Trust | $7.0M | 4.4% | +3.6% |
| FNDCSchwab Strategic Tr | $6.2M | 3.9% | −5.4% |
| MTBASimplify Exchange Traded Fun | $6.0M | 3.8% | −6.9% |
| BHPBhp Billiton Limited | $5.6M | 3.5% | −5.9% |
| HLHecla Mining Company | $4.9M | 3.1% | +108.5% |
| SCHPSchwab Strategic Tr | $4.2M | 2.7% | +92.5% |
| EXKEndeavour Silver Corp | $3.8M | 2.4% | +1.2% |
| XOPSpdr Series Trust | $3.4M | 2.2% | −14.3% |
| PPLTAbrdn Platinum Etf Trust | $3.4M | 2.1% | |
| VALEVale S A | $3.3M | 2.1% | |
| AGFirst Majestic Silver Corp | $3.2M | 2.1% | +5.8% |
| PSLVSprott Asset Management LP | $3.2M | 2.1% | |
| SDSProshares Tr | $3.2M | 2.0% | |
| GDXVaneck Etf Trust | $3.0M | 1.9% | |
| EWWIshares Inc | $2.4M | 1.5% | |
| HPHelmerich & Payne Inc | $2.2M | 1.4% | |
| RIORio Tinto PLC | $2.2M | 1.4% | |
| NTRNutrien Ltd | $2.1M | 1.3% | −2.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BHPBhp Billiton Limited | September 30, 2025 | +49.4% | $5.6M |
| RIORio Tinto PLC | September 30, 2025 | +43.8% | $2.2M |
| VALEVale S A | September 30, 2025 | +38.5% | $3.3M |
| AGFirst Majestic Silver Corp | September 30, 2025 | +38.0% | $3.2M |
| PICKIshares Inc | September 30, 2025 | +30.7% | $716K |
| PBRPetroleo Brasileiro S A | September 30, 2025 | +27.6% | $7.6M |
| HLHecla Mining Company | September 30, 2025 | +27.5% | $4.9M |
| SLVIshares Silver Tr | September 30, 2025 | +26.2% | $1.6M |
| IEMGIshares Inc | September 30, 2025 | +25.7% | $896K |
| PSLVSprott Asset Management LP | September 30, 2025 | +20.2% | $3.2M |
Sold off last quarter
- Marqeta IncCUSIP 57142B104 was $2.6M
- RGLDRoyal Gold Inc was $659K
- VGKVanguard Intl Equity Index F was $409K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −9.2% | +14.8% |
| March 31, 2026 | +10.2% | −4.6% |
| December 31, 2025 | +9.7% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Abbington Investment Group Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2088867&type=13F-HR&dateb=&owner=include&count=40CIK 2088867
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2088867/000208886726000003/Filed July 31, 2026 · accession 0002088867-26-000003