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Portfolio (Quarterly) Guide ↗

Center for Financial Planning, Inc.

· CIK 0001803557
13F Portfolio $1.1B AUM 669 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 64 Added 100 Reduced 24 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CEG CONSTELLATION ENERGY CORP Utilities 722.0 $179K 0.02% +152.0 +26.7% $248.37 +10.1%
42 UNM UNUM GROUP Financial Services 1,287.0 $115K 0.01% +109.0 +9.2% $89.40 -2.5%
43 CARR CARRIER GLOBAL CORPORATION Industrials 1,512.0 $111K 0.01% +241.0 +19.0% $73.35 -17.3%
44 RGEN REPLIGEN CORP Healthcare 755.0 $103K 0.01% +261.0 +52.8% $136.44 +35.4%
45 QBTS D-WAVE QUANTUM INC Technology 3,978.0 $95K 0.01% +333.0 +9.1% $23.99 -22.0%
46 RGTI RIGETTI COMPUTING INC Technology 4,592.0 $89K 0.01% +380.0 +9.0% $19.32 -17.9%
47 APLD APPLIED DIGITAL CORP Technology 2,375.0 $89K 0.01% +838.0 +54.5% $37.30 -25.3%
48 PRCT PROCEPT BIOROBOTICS CORP Healthcare 3,732.0 $84K 0.01% +2K +82.9% $22.58 -4.2%
49 CRWV COREWEAVE INC Technology 790.0 $79K 0.01% +294.0 +59.3% $99.54 -10.2%
50 VENTURE GLOBAL INC 6,492.0 $72K 0.01% +700.0 +12.1% $11.13
51 NVR NVR INC Consumer Cyclical 10.0 $68K 0.01% +2.0 +25.0% $6813.40 -7.2%
52 USAR USA RARE EARTH INC Basic Materials 3,088.0 $67K 0.01% +585.0 +23.4% $21.58 -20.5%
53 XAR SPDR SERIES TRUST 230.0 $65K 0.01% +39.0 +20.4% $283.79 -3.7%
54 NU NU HLDGS LTD Financial Services 4,555.0 $61K 0.01% +768.0 +20.3% $13.36 +6.6%
55 FITB FIFTH THIRD BANCORP Financial Services 987.0 $56K 0.01% +449.0 +83.5% $56.37 -2.5%
56 OTIS OTIS WORLDWIDE CORP Industrials 755.0 $54K 0.01% +120.0 +18.9% $71.60 +0.3%
57 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 634.0 $48K 0.01% +350.0 +123.2% $76.40 +8.7%
58 OWL BLUE OWL CAPITAL INC Financial Services 4,795.0 $42K 0.00% +395.0 +9.0% $8.75 +31.9%
59 BB BLACKBERRY LTD Technology 3,158.0 $40K 0.00% +100.0 +3.3% $12.65 -35.3%
60 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 309.0 $20K 0.00% +7.0 +2.3% $64.01 +17.7%
Page 3 of 4  ·  64 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 25.4%
Financial Services 15.4%
Healthcare 14.8%
Consumer Cyclical 9.5%
Industrials 8.8%
Communication Services 7.9%
Consumer Defensive 7.8%
Energy 4.2%
Utilities 4.0%
Real Estate 1.1%