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Portfolio (Quarterly) Guide ↗

LifePlan Financial, LLC

· CIK 0001739485
13F Portfolio $143M AUM 89 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 31 Added 45 Reduced 3 Exited
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDW ISHARES TR 107,249.0 $2.2M 1.57% +38K +53.9% $20.84 -1.3%
22 TER TERADYNE INC Technology 4,509.0 $2.2M 1.53% -180.0 -3.8% $483.84 -26.6%
23 CAT CATERPILLAR INC Industrials 1,906.0 $2.0M 1.42% -98.0 -4.9% $1064.90 -24.9%
24 PYPL PAYPAL HLDGS INC Financial Services 40,905.0 $1.8M 1.24% +5K +12.4% $43.18 +24.3%
25 AOM ISHARES TR 35,023.0 $1.7M 1.22% -2K -6.1% $49.89 -0.2%
26 AMZN AMAZON COM INC Consumer Cyclical 7,327.0 $1.7M 1.22% +44.0 +0.6% $238.34 +11.8%
27 MDT MEDTRONIC PLC Healthcare 21,005.0 $1.6M 1.15% +851.0 +4.2% $78.23 +16.6%
28 MGK VANGUARD WORLD FD 18,271.0 $1.6M 1.12% +14K +381.3% $87.91 +2.5%
29 SPGI S&P GLOBAL INC Financial Services 3,891.0 $1.6M 1.11% +608.0 +18.5% $407.26 +8.7%
30 CMCSA COMCAST CORP NEW Communication Services 62,145.0 $1.5M 1.07% +8K +13.9% $24.55 +10.2%
31 CRM SALESFORCE INC Technology 9,589.0 $1.5M 1.05% -2K -19.9% $156.67 +63.4%
32 DUK DUKE ENERGY CORP NEW Utilities 11,736.0 $1.5M 1.04% +90.0 +0.8% $126.58 -5.0%
33 CTVA CORTEVA INC Basic Materials 17,454.0 $1.5M 1.03% -647.0 -3.6% $84.69 -0.9%
34 MDLZ MONDELEZ INTL INC Consumer Defensive 23,701.0 $1.4M 0.96% +8K +49.9% $57.84 +7.8%
35 SLB SLB LIMITED Energy 28,259.0 $1.3M 0.92% -3K -9.7% $46.49 +23.3%
36 GD GENERAL DYNAMICS CORP Industrials 3,674.0 $1.3M 0.91% +241.0 +7.0% $354.24 +7.1%
37 DHR DANAHER CORP DEL Healthcare 6,677.0 $1.3M 0.89% +1K +23.3% $190.48 +13.4%
38 VZ VERIZON COMMUNICATIONS INC Communication Services 27,280.0 $1.2M 0.81% -9K -24.3% $42.34 +18.3%
39 AMT AMERICAN TOWER CORP Real Estate 6,711.0 $1.1M 0.77% +515.0 +8.3% $163.57 +7.7%
40 NKE NIKE INC Consumer Cyclical 26,240.0 $1.1M 0.75% +8K +45.5% $41.05 -3.5%
Page 2 of 5  ·  89 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 27.5%
Financial Services 23.3%
Healthcare 10.8%
Consumer Cyclical 8.2%
Industrials 8.0%
Communication Services 7.6%
Consumer Defensive 5.6%
Energy 3.0%
Basic Materials 2.0%
Utilities 2.0%