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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 17 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NET CLOUDFLARE INC Technology 200.0 $49K 0.01% -113.0 -36.1% $245.28 +19.5%
322 WDFC WD 40 CO Basic Materials 200.0 $49K 0.01% $243.64 -10.9%
323 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 634.0 $48K 0.01% +350.0 +123.2% $76.40 +5.1%
324 DE DEERE & CO Industrials 76.0 $48K 0.01% $634.34 +2.1%
325 ASTS AST SPACEMOBILE INC Technology 537.0 $48K 0.00% NEW $88.86 -22.7%
326 CI THE CIGNA GROUP Healthcare 172.0 $47K 0.00% $275.68 +0.7%
327 BND VANGUARD BD INDEX FDS 631.0 $46K 0.00% $73.41 -1.6%
328 ADP AUTOMATIC DATA PROCESSING IN Industrials 205.0 $46K 0.00% $223.95 +25.4%
329 WBD WARNER BROS DISCOVERY INC Communication Services 1,710.0 $46K 0.00% $26.66 +7.1%
330 ALTG ALTA EQUIPMENT GROUP INC Industrials 7,044.0 $46K 0.00% $6.47 +0.5%
331 INVH INVITATION HOMES INC Real Estate 1,500.0 $45K 0.00% $30.21 -0.3%
332 L LOEWS CORP Financial Services 400.0 $45K 0.00% $113.21 -3.0%
333 KMX CARMAX INC Consumer Cyclical 850.0 $45K 0.00% $52.89 +17.5%
334 BP BP PLC Energy 1,210.0 $45K 0.00% $36.95 +21.1%
335 FBK FB FINL CORP Financial Services 800.0 $44K 0.00% $55.35 +6.0%
336 APOS APOLLO GLOBAL MGMT INC 372.0 $44K 0.00% $118.31
337 D DOMINION ENERGY INC Utilities 641.0 $44K 0.00% $68.29 -2.5%
338 FBT FIRST TR EXCHANGE-TRADED FD 175.0 $43K 0.00% $247.89 +9.4%
339 XLV SELECT SECTOR SPDR TR 273.0 $43K 0.00% $158.66 +10.1%
340 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,300.0 $43K 0.00% $33.29 +31.2%
Page 17 of 34  ·  666 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 26.6%
Financial Services 16.1%
Healthcare 15.5%
Consumer Cyclical 10.0%
Industrials 9.2%
Consumer Defensive 8.2%
Energy 4.3%
Utilities 4.2%
Communication Services 3.6%
Real Estate 1.2%