1y return+135.4%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since December 31, 2024: $184 against $127 in the S&P 500.2
Acorn Capital Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGONCg Oncology Inc | $80.4M | 21.9% | |
| Urogen Pharma LtdCUSIP M96088105 | $61.6M | 16.8% | |
| TRVITrevi Therapeutics Inc | $40.0M | 10.9% | |
| CADLCandel Therapeutics Inc | $36.0M | 9.8% | |
| PBYIPuma Biotechnology Inc | $33.5M | 9.1% | |
| JBIOJade Biosceinces Inc | $21.9M | 6.0% | +25.4% |
| BCAXBicara Therapeutics | $19.1M | 5.2% | |
| KPTIKaryopharm Therapeutics Inc | $14.8M | 4.0% | +427.4% |
| OKUROnkure Therapeutics Inc | $12.9M | 3.5% | |
| Helus Pharma Inc.CUSIP 23256X407 | $10.2M | 2.8% | |
| TARAProtara Therapeutics Inc | $6.7M | 1.8% | |
| AURAAura Biosciences Inc | $6.6M | 1.8% | +56.0% |
| LONALeonabio, Inc. | $5.8M | 1.6% | |
| VSTMVerastem Inc | $5.6M | 1.5% | |
| WHWKWhitehawk Therapeutics Inc | $5.2M | 1.4% | |
| QTTBQ32 Bio Inc. | $2.8M | 0.8% | −31.4% |
| ENGNEugene Therapeutics | $2.2M | 0.6% | New |
| JSPRJasper Therapeutics | $604K | 0.2% | +1.9% |
| Bioatla IncCUSIP 09077B104 | $448K | 0.1% | −98.0% |
| Vyne Therapeutics IncCUSIP 92941V308 | $926 | 0.0% |
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 |
|---|---|---|---|
| TRVITrevi Therapeutics Inc | December 31, 2024 | +352.7% | $40.0M |
| QTTBQ32 Bio Inc. | December 31, 2024 | +270.3% | $2.8M |
| Urogen Pharma LtdCUSIP M96088105 | December 31, 2024 | +245.5% | $61.6M |
| PBYIPuma Biotechnology Inc | December 31, 2024 | +165.9% | $33.5M |
| CGONCg Oncology Inc | December 31, 2024 | +147.7% | $80.4M |
| KPTIKaryopharm Therapeutics Inc | March 31, 2026 | +75.4% | $14.8M |
| BCAXBicara Therapeutics | December 31, 2024 | +70.4% | $19.1M |
| JBIOJade Biosceinces Inc | March 31, 2026 | +58.1% | $21.9M |
| WHWKWhitehawk Therapeutics Inc | December 31, 2024 | +45.2% | $5.2M |
| LONALeonabio, Inc. | December 31, 2025 | +21.4% | $5.8M |
Sold off last quarter
- Terns Pharmaceuticals IncCUSIP 880881107 was $92.1M
- CRDFCardif Oncology Inc was $2.9M
- X4 Pharmaceuticals IncCUSIP 98420X103 was $967K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +26.0% | +14.8% |
| March 31, 2026 | +13.2% | −4.6% |
| December 31, 2025 | +12.4% | +2.4% |
| September 30, 2025 | +46.9% | +7.8% |
| June 30, 2025 | +1.1% | +10.5% |
| March 31, 2025 | −22.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Acorn Capital Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054410&type=13F-HR&dateb=&owner=include&count=40CIK 2054410
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054410/000163658726000067/Filed August 14, 2026 · accession 0001636587-26-000067