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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 8 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HYD VANECK ETF TRUST 34,821.0 $1.8M 0.04% NEW $51.16 -1.9%
142 CALUMET INC 45,000.0 $1.8M 0.04% NEW $39.58
143 GEV GE VERNOVA INC Utilities 1,704.0 $1.8M 0.04% NEW $1042.51 -3.2%
144 PAAS PAN AMERN SILVER CORP Basic Materials 41,459.0 $1.8M 0.04% NEW $42.70 +9.2%
145 QCOM QUALCOMM INC Technology 9,617.0 $1.8M 0.04% NEW $183.99 -13.5%
146 V VISA INC Financial Services 4,922.0 $1.8M 0.04% NEW $357.76 +2.0%
147 BOND PIMCO ETF TR 18,870.0 $1.7M 0.04% NEW $90.92 -0.5%
148 PFE PFIZER INC Healthcare 69,231.0 $1.7M 0.04% NEW $24.48 +11.2%
149 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 19,082.0 $1.7M 0.04% NEW $87.28 +5.1%
150 AVIE AMERICAN CENTY ETF TR 21,457.0 $1.6M 0.04% NEW $76.36 +4.1%
151 ABT ABBOTT LABORATORIES Healthcare 17,351.0 $1.6M 0.04% NEW $92.11 +22.6%
152 PANW PALO ALTO NETWORKS INC Technology 4,789.0 $1.6M 0.04% NEW $330.30 +13.3%
153 IAU ISHARES GOLD TR Financial Services 20,517.0 $1.5M 0.04% NEW $75.25 +8.9%
154 EFA ISHARES TR 14,931.0 $1.5M 0.04% NEW $103.24 +4.0%
155 RDDT REDDIT INC Communication Services 7,649.0 $1.5M 0.04% NEW $200.93 -18.9%
156 VYM VANGUARD WHITEHALL FDS 9,554.0 $1.5M 0.04% NEW $160.86 +3.0%
157 DMXF ISHARES TR 18,058.0 $1.5M 0.04% NEW $83.42 +3.5%
158 MRK MERCK & CO INC Healthcare 12,133.0 $1.5M 0.04% NEW $124.03 +9.1%
159 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.04% NEW $744850.00
160 AMAT APPLIED MATLS INC Technology 2,586.0 $1.5M 0.04% NEW $575.44 -12.2%
Page 8 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%