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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 6 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWM ISHARES TR 11,721.0 $3.4M 0.08% NEW $293.47 +2.8%
102 ESGD ISHARES TR 33,458.0 $3.4M 0.08% NEW $102.32 +4.2%
103 JPM JPMORGAN CHASE & CO Financial Services 9,998.0 $3.3M 0.08% NEW $334.54 +7.7%
104 CAT CATERPILLAR INC Industrials 3,570.0 $3.3M 0.08% NEW $931.43 -9.3%
105 AVLV AMERICAN CENTY ETF TR 35,559.0 $3.3M 0.08% NEW $91.75 +3.2%
106 AVLC AMERICAN CENTY ETF TR 36,272.0 $3.2M 0.08% NEW $89.59 +2.9%
107 CBSH COMMERCE BANCSHARES INC Financial Services 54,237.0 $3.2M 0.08% NEW $58.49 +2.1%
108 VXUS VANGUARD STAR FDS 37,431.0 $3.1M 0.08% NEW $83.78 +3.5%
109 IJR ISHARES TR 21,346.0 $3.1M 0.08% NEW $144.99 +2.5%
110 IMMUNITYBIO INC 396,354.0 $3.1M 0.07% NEW $7.79
111 ESE ESCO TECHNOLOGIES INC Technology 9,604.0 $3.1M 0.07% NEW $320.82 -6.4%
112 SCHH SCHWAB STRATEGIC TR 128,099.0 $3.1M 0.07% NEW $24.04 -0.1%
113 PG PROCTER & GAMBLE CO Consumer Defensive 19,990.0 $3.0M 0.07% NEW $148.37 -3.0%
114 MGK VANGUARD WORLD FD 31,910.0 $2.8M 0.07% NEW $87.69 +1.8%
115 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,920.0 $2.7M 0.07% NEW $926.53 +4.5%
116 SCHX SCHWAB STRATEGIC TR 89,348.0 $2.6M 0.06% NEW $29.53 +2.7%
117 POST POST HLDGS INC Consumer Defensive 30,382.0 $2.6M 0.06% NEW $86.70 -7.8%
118 IVV ISHARES TR 3,467.0 $2.6M 0.06% NEW $752.53 +2.6%
119 USB US BANCORP Financial Services 41,705.0 $2.6M 0.06% NEW $62.34 +3.8%
120 RGLD ROYAL GOLD INC Basic Materials 13,320.0 $2.6M 0.06% NEW $193.48 +20.6%
Page 6 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%