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Portfolio (Quarterly) Guide ↗

Plancorp, LLC

· CIK 0001599579
13F Portfolio $4.1B AUM 425 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 425 New
Page 10 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EFG ISHARES TR 10,846.0 $1.3M 0.03% NEW $120.48 +3.6%
182 IYW ISHARES TR 5,142.0 $1.3M 0.03% NEW $244.78 +1.9%
183 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,951.0 $1.2M 0.03% NEW $421.53 -1.9%
184 RS RELIANCE INC Basic Materials 3,068.0 $1.2M 0.03% NEW $385.42 +9.3%
185 SMLF ISHARES TR 13,369.0 $1.2M 0.03% NEW $86.70 +2.7%
186 ORCL ORACLE CORP Technology 8,801.0 $1.2M 0.03% NEW $131.55 +8.5%
187 SCHB SCHWAB STRATEGIC TR 37,618.0 $1.1M 0.03% NEW $28.96 +2.5%
188 VTV VANGUARD INDEX FDS 4,717.0 $1.0M 0.03% NEW $219.36 +3.2%
189 SF STIFEL FINL CORP Financial Services 13,731.0 $1.0M 0.03% NEW $75.20 +11.3%
190 SYSB ISHARES TR 11,471.0 $1.0M 0.03% NEW $87.54 -0.5%
191 GLW CORNING INC Technology 5,468.0 $1.0M 0.02% NEW $183.11 -12.7%
192 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,457.0 $977K 0.02% NEW $59.34 +11.3%
193 GDX VANECK ETF TRUST 13,086.0 $960K 0.02% NEW $73.37 +21.2%
194 EEM ISHARES TR 14,033.0 $905K 0.02% NEW $64.50 +1.3%
195 FELE FRANKLIN ELEC INC Industrials 8,611.0 $889K 0.02% NEW $103.21 -1.2%
196 VT VANGUARD INTL EQUITY INDEX F 5,594.0 $872K 0.02% NEW $155.81 +2.7%
197 AMGN AMGEN INC Healthcare 2,399.0 $865K 0.02% NEW $360.51 +18.0%
198 GILD GILEAD SCIENCES INC Healthcare 6,551.0 $861K 0.02% NEW $131.40 +9.2%
199 TXN TEXAS INSTRS INC Technology 2,874.0 $858K 0.02% NEW $298.61 -8.8%
200 DIA STATE STR SPDR DOW JONES IND Financial Services 1,630.0 $855K 0.02% NEW $524.54 +1.6%
Page 10 of 22  ·  425 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.4%
Financial Services 15.1%
Industrials 14.4%
Basic Materials 11.2%
Healthcare 9.9%
Communication Services 6.6%
Consumer Cyclical 5.8%
Consumer Defensive 4.9%
Real Estate 4.1%
Energy 3.9%