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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 20 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CSX CSX CORP Industrials 4,669.0 $232K 0.01% NEW $49.64 +1.9%
382 EXI ISHARES TR 1,179.0 $230K 0.01% NEW $195.39 +5.7%
383 RXRX RECURSION PHARMACEUTICALS IN Healthcare 69,500.0 $229K 0.01% NEW $3.30 -5.8%
384 WEC WEC ENERGY GROUP INC Utilities 1,958.0 $227K 0.01% NEW $115.87 -4.6%
385 PRFZ INVESCO EXCHANGE TRADED FD T 4,186.0 $227K 0.01% NEW $54.17 +4.5%
386 CVS CVS HEALTH CORP Healthcare 2,138.0 $226K 0.01% NEW $105.92 -11.2%
387 NTRS NORTHERN TR CORP Financial Services 1,230.0 $226K 0.01% NEW $184.10 +4.0%
388 NFRA FLEXSHARES TR 3,430.0 $224K 0.01% NEW $65.40 +0.8%
389 GWW WW GRAINGER INC Industrials 161.0 $224K 0.01% NEW $1391.68 -5.3%
390 XLG INVESCO EXCHANGE TRADED FD T 3,590.0 $220K 0.01% NEW $61.28 +2.6%
391 SLYV SPDR SERIES TRUST 2,040.0 $220K 0.01% NEW $107.81 +3.4%
392 NUE NUCOR CORP Basic Materials 942.0 $219K 0.01% NEW $233.00 +17.0%
393 D DOMINION ENERGY INC Utilities 3,079.0 $218K 0.01% NEW $70.79 -2.8%
394 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,968.0 $217K 0.01% NEW $110.18 -2.1%
395 BOTJ BANK OF THE JAMES FINL GP IN Financial Services 8,250.0 $215K 0.01% NEW $26.11 +6.2%
396 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 22,000.0 $212K 0.01% NEW $9.65 +2.1%
397 COF CAPITAL ONE FINL CORP Financial Services 1,043.0 $212K 0.01% NEW $202.96 +9.1%
398 AMP AMERIPRISE FINL INC Financial Services 408.0 $211K 0.01% NEW $518.23 +8.4%
399 CEV EATON VANCE CALIF MUN INCOM Financial Services 20,000.0 $211K 0.01% NEW $10.57 +0.6%
400 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 43,478.0 $210K 0.01% NEW $4.83 +5.6%
Page 20 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%