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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 14 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,005.0 $482K 0.01% NEW $120.30 -1.1%
262 CAH CARDINAL HEALTH INC Healthcare 2,058.0 $481K 0.01% NEW $233.66 +0.6%
263 PLTR PALANTIR TECHNOLOGIES INC Technology 3,669.0 $477K 0.01% NEW $130.04 +31.9%
264 MTB M & T BK CORP Financial Services 1,958.0 $475K 0.01% NEW $242.55 +3.7%
265 GLD SPDR GOLD TR Financial Services 1,283.0 $471K 0.01% NEW $367.13 +8.6%
266 TGT TARGET CORP Consumer Defensive 3,466.0 $467K 0.01% NEW $134.79 +13.1%
267 AVSD AMERICAN CENTY ETF TR 5,840.0 $466K 0.01% NEW $79.71 +3.4%
268 AVSU AMERICAN CENTY ETF TR 5,250.0 $460K 0.01% NEW $87.69 +2.2%
269 EPD ENTERPRISE PRODS PARTNERS L Energy 11,881.0 $455K 0.01% NEW $38.31 +0.9%
270 EXEL EXELIXIS INC Healthcare 8,068.0 $452K 0.01% NEW $56.04 -5.2%
271 C CITIGROUP INC Financial Services 3,187.0 $448K 0.01% NEW $140.69 -2.2%
272 ENTERGY CORP NEW 3,901.0 $448K 0.01% NEW $114.85
273 WM WASTE MGMT INC DEL Industrials 1,887.0 $447K 0.01% NEW $236.76 -5.6%
274 MMM 3M CO Industrials 2,828.0 $446K 0.01% NEW $157.68 +14.8%
275 EA SERIES TRUST 13,495.0 $443K 0.01% NEW $32.83
276 AVSE AMERICAN CENTY ETF TR 5,755.0 $443K 0.01% NEW $76.90 +0.1%
277 ALL ALLSTATE CORP Financial Services 1,716.0 $440K 0.01% NEW $256.45 +1.8%
278 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 39,639.0 $436K 0.01% NEW $10.99 +1.5%
279 VTWV VANGUARD SCOTTSDALE FDS 2,230.0 $432K 0.01% NEW $193.81 +2.2%
280 COP CONOCOPHILLIPS Energy 3,625.0 $409K 0.01% NEW $112.84 +15.0%
Page 14 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%