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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 5 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMF ISHARES TR 80,435.0 $4.6M 0.11% NEW $57.33 -1.4%
82 IMO IMPERIAL OIL LTD Energy 36,951.0 $4.6M 0.11% NEW $123.64 +9.1%
83 VEU VANGUARD INTL EQUITY INDEX F 54,714.0 $4.5M 0.11% NEW $82.00 +3.5%
84 VTEB VANGUARD MUN BD FDS 87,573.0 $4.4M 0.11% NEW $50.27 -1.5%
85 LMUB ISHARES TR 85,460.0 $4.3M 0.11% NEW $50.77 -2.4%
86 SCHM SCHWAB STRATEGIC TR 119,715.0 $4.2M 0.10% NEW $35.38 +2.6%
87 UNH UNITEDHEALTH GROUP INC Healthcare 9,656.0 $4.1M 0.10% NEW $429.11 -7.5%
88 WPM WHEATON PRECIOUS METALS CORP Basic Materials 38,353.0 $4.1M 0.10% NEW $107.83 +23.8%
89 SCHE SCHWAB STRATEGIC TR 113,288.0 $4.1M 0.10% NEW $35.83 +1.9%
90 ABBV ABBVIE INC Healthcare 16,225.0 $4.0M 0.10% NEW $248.00 +3.3%
91 AVSF AMERICAN CENTY ETF TR 85,675.0 $4.0M 0.10% NEW $46.30 +0.1%
92 TSLA TESLA INC Consumer Cyclical 9,755.0 $3.9M 0.09% NEW $394.78 -14.9%
93 AVIV AMERICAN CENTY ETF TR 49,165.0 $3.8M 0.09% NEW $78.26 +5.9%
94 UNP UNION PAC CORP Industrials 13,270.0 $3.8M 0.09% NEW $289.12 +4.5%
95 FNV FRANCO NEV CORP Basic Materials 18,945.0 $3.8M 0.09% NEW $200.49 +16.9%
96 JNJ JOHNSON & JOHNSON Healthcare 14,300.0 $3.7M 0.09% NEW $257.77 +4.6%
97 SUSB ISHARES TR 147,281.0 $3.7M 0.09% NEW $24.81 +0.1%
98 SCHC SCHWAB STRATEGIC TR 75,668.0 $3.6M 0.09% NEW $47.83 +6.1%
99 VMBS VANGUARD SCOTTSDALE FDS 77,171.0 $3.6M 0.09% NEW $46.24 -0.2%
100 BNDX VANGUARD CHARLOTTE FDS 73,845.0 $3.5M 0.09% NEW $47.89 -0.7%
Page 5 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%