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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 18 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AVMA AMERICAN CENTY ETF TR 3,950.0 $286K 0.01% NEW $72.40 +2.6%
342 UPS UNITED PARCEL SVCS INC Industrials 2,512.0 $284K 0.01% NEW $112.90 -9.6%
343 SCHW SCHWAB CHARLES CORP Financial Services 2,709.0 $277K 0.01% NEW $102.37 +8.0%
344 OKLO OKLO INC Utilities 6,008.0 $275K 0.01% NEW $45.81 -4.2%
345 ACH ACCENDRA HEALTH INC Healthcare 81,666.0 $275K 0.01% NEW $3.37 -68.2%
346 GAB GABELLI EQUITY TR INC Financial Services 47,898.0 $272K 0.01% NEW $5.67 +1.4%
347 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,022.0 $271K 0.01% NEW $265.63 +19.9%
348 VSS VANGUARD INTL EQUITY INDEX F 1,771.0 $270K 0.01% NEW $152.18 +5.3%
349 ITW ILLINOIS TOOL WKS INC Industrials 990.0 $269K 0.01% NEW $271.50 +5.8%
350 DHI D R HORTON INC Consumer Cyclical 1,791.0 $267K 0.01% NEW $148.81 -0.3%
351 CDNS CADENCE DESIGN SYSTEM INC Technology 704.0 $266K 0.01% NEW $377.92 -14.4%
352 RF REGIONS FINANCIAL CORP NEW Financial Services 8,554.0 $266K 0.01% NEW $31.07 +2.0%
353 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,612.0 $265K 0.01% NEW $47.24 +22.0%
354 DUK DUKE ENERGY CORP NEW Utilities 2,065.0 $262K 0.01% NEW $126.86 -2.6%
355 SHEL SHELL PLC Energy 3,071.0 $258K 0.01% NEW $83.99 +9.1%
356 ECL ECOLAB INC Basic Materials 944.0 $257K 0.01% NEW $271.85 +1.5%
357 PNC PNC FINL SVCS GROUP INC Financial Services 1,002.0 $253K 0.01% NEW $252.85 +0.7%
358 EWJ ISHARES INC 2,729.0 $253K 0.01% NEW $92.71 +5.9%
359 HEDJ WISDOMTREE TR 4,495.0 $253K 0.01% NEW $56.25 +2.9%
360 PRU PRUDENTIAL FINL INC Financial Services 2,176.0 $253K 0.01% NEW $116.17 +7.2%
Page 18 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%