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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	CALY	CALLAWAY GOLF CO	Consumer Cyclical	120	$2K	—	SOLD
22	RIG	TRANSOCEAN LTD	Energy	130	$862.0	—	SOLD
23	UAA	UNDER ARMOUR INC	Consumer Cyclical	40	$237.0	—	SOLD
24	METCB	RAMACO RES INC	Energy	17	$174.0	—	SOLD

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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%