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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FLOT ISHARES TR 4,850.0 $248K 0.11% NEW $51.05 -0.4%
102 REMX VANECK ETF TRUST 2,737.0 $242K 0.11% NEW $88.50 -14.1%
103 SHW SHERWIN WILLIAMS CO Basic Materials 667.0 $230K 0.10% -374.0 -35.9% $344.51 -3.6%
104 GEV GE VERNOVA INC Utilities 188.0 $221K 0.10% NEW $1177.93 -20.0%
105 IBM INTERNATIONAL BUSINESS MACHS Technology 773.0 $217K 0.10% -266.0 -25.6% $281.21 -16.5%
106 DJD INVESCO EXCHANGE TRADED FD T 3,374.0 $214K 0.10% NEW $63.37 +5.1%
107 BAC BANK OF AMER CORP Financial Services 3,749.0 $214K 0.10% NEW $56.98 +10.6%
108 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,667.0 $211K 0.10% NEW $57.62 +18.2%
109 TRV TRAVELERS COMPANIES INC Financial Services 636.0 $210K 0.09% -435.0 -40.6% $329.99 +13.4%
110 MCD MCDONALDS CORP Consumer Cyclical 773.0 $209K 0.09% -458.0 -37.2% $270.17 -3.9%
111 VUG VANGUARD INDEX FDS 2,396.0 $206K 0.09% NEW $86.15 +3.2%
112 NVS NOVARTIS AG Healthcare 1,311.0 $205K 0.09% NEW $156.72 +4.1%
113 CHYM CHIME FINL INC Financial Services 10,000.0 $205K 0.09% NEW $20.48 +64.3%
114 AMGN AMGEN INC Healthcare 558.0 $202K 0.09% -358.0 -39.1% $362.38 +22.6%
115 SHEL SHELL PLC Energy 2,593.0 $201K 0.09% NEW $77.54 +19.1%
116 GWX SPDR INDEX SHS FDS 4,575.0 $200K 0.09% NEW $43.76 +6.7%
117 BFLY BUTTERFLY NETWORK INC Healthcare 23,670.0 $199K 0.09% $8.42 -13.4%
118 SAN BANCO SANTANDER SA Financial Services 14,318.0 $198K 0.09% NEW $13.80 +9.1%
119 ETHW BITWISE ETHEREUM ETF Financial Services 11,367.0 $128K 0.06% $11.28 +59.7%
120 TOON KARTOON STUDIOS INC. Communication Services 18,151.0 $13K 0.01% NEW $0.71 -9.3%
Page 6 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%