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Portfolio (Quarterly) Guide ↗

Spectrum Planning & Advisory Services Inc.

· CIK 0001725394
13F Portfolio $223M AUM 120 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 37 Added 53 Reduced 12 Exited
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INRO BLACKROCK ETF TRUST 9,058.0 $332K 0.15% -4K -28.7% $36.69 +0.7%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,835.0 $327K 0.15% +2K +2413.7% $178.29 +8.4%
83 JNJ JOHNSON & JOHNSON Healthcare 1,282.0 $326K 0.15% -9.0 -0.7% $253.93 +8.4%
84 VTI VANGUARD INDEX FDS 874.0 $323K 0.14% -158.0 -15.3% $370.10 +2.6%
85 BA BOEING CO Industrials 1,442.0 $312K 0.14% -352.0 -19.6% $216.47 -1.9%
86 SPMD SPDR SERIES TRUST 4,508.0 $305K 0.14% -76.0 -1.7% $67.56 -1.6%
87 SIVR ABRDN SILVER ETF TRUST Financial Services 5,308.0 $298K 0.13% -51.0 -0.9% $56.22 +11.9%
88 STIP ISHARES TR 2,909.0 $297K 0.13% NEW $102.17 -1.3%
89 USXF ISHARES TR 4,200.0 $292K 0.13% -3K -38.4% $69.45 -1.5%
90 GOOGL ALPHABET INC Communication Services 814.0 $291K 0.13% -75.0 -8.4% $357.28 -5.3%
91 GE GE AEROSPACE Industrials 763.0 $285K 0.13% $373.95 -9.8%
92 LLY ELI LILLY & CO Healthcare 235.0 $282K 0.13% $1199.25 -4.3%
93 INTC INTEL CORP Technology 1,994.0 $278K 0.12% NEW $139.62 -31.4%
94 HD HOME DEPOT INC Consumer Cyclical 784.0 $276K 0.12% -516.0 -39.7% $352.53 -8.9%
95 IVV ISHARES TR 352.0 $264K 0.12% +39.0 +12.5% $748.98 +3.3%
96 CSHP BLACKROCK ETF TRUST 2,621.0 $261K 0.12% -1K -28.5% $99.62 -0.3%
97 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,650.0 $261K 0.12% $30.17 +11.4%
98 JPM JPMORGAN CHASE & CO Financial Services 789.0 $258K 0.12% -401.0 -33.7% $327.50 +9.5%
99 AXP AMERICAN EXPRESS CO Financial Services 754.0 $255K 0.11% -368.0 -32.8% $338.12 -3.5%
100 MAR MARRIOTT INTL INC NEW Consumer Cyclical 671.0 $249K 0.11% $370.59 -9.2%
Page 5 of 6  ·  120 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
Financial Services 25.3%
Technology 20.5%
Industrials 19.9%
Consumer Cyclical 16.8%
Healthcare 10.7%
Communication Services 2.8%
Consumer Defensive 1.5%
Basic Materials 0.9%
Utilities 0.8%
Energy 0.8%