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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 6 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION Industrials 3,291.0 $624K 0.06% +270.0 +8.9% $189.73 +11.0%
102 IYW ISHARES TR 2,384.0 $601K 0.06% $252.23 -2.1%
103 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,999.0 $586K 0.06% $293.18 +4.5%
104 JCI JOHNSON CONTROLS INTERNATION Industrials 3,891.0 $569K 0.05% $146.11 -1.7%
105 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,632.0 $542K 0.05% $206.01 +7.4%
106 AMAT APPLIED MATLS INC Technology 748.0 $541K 0.05% -519.0 -41.0% $723.26 -32.0%
107 DHR DANAHER CORP DEL Healthcare 2,768.0 $527K 0.05% -289.0 -9.4% $190.48 +14.2%
108 CMI CUMMINS INC Industrials 727.0 $519K 0.05% -167.0 -18.7% $713.21 -17.2%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 12,186.0 $516K 0.05% +277.0 +2.3% $42.34 +16.7%
110 NXPI NXP SEMICONDUCTORS N V Technology 1,784.0 $501K 0.05% $281.03 -20.3%
111 EVSD MORGAN STANLEY ETF TRUST 9,810.0 $499K 0.05% $50.85 -0.0%
112 AMGN AMGEN INC Healthcare 1,349.0 $489K 0.05% $362.24 +20.8%
113 ADBE ADOBE INC Technology 2,371.0 $486K 0.04% +365.0 +18.2% $205.02 +33.3%
114 ANET ARISTA NETWORKS INC Technology 2,765.0 $470K 0.04% -485.0 -14.9% $169.88 +11.6%
115 CME CME GROUP INC Financial Services 2,064.0 $456K 0.04% -160.0 -7.2% $220.84 +24.6%
116 EFV ISHARES TR 5,861.0 $449K 0.04% $76.55 +7.4%
117 TJX TJX COS INC NEW Consumer Cyclical 2,946.0 $446K 0.04% -50.0 -1.7% $151.50 -7.2%
118 GE GE AEROSPACE Industrials 1,194.0 $446K 0.04% +22.0 +1.9% $373.73 -6.2%
119 ASML ASML HLDG NV Technology 222.0 $442K 0.04% -12.0 -5.1% $1989.44 -11.3%
120 CACC CREDIT ACCEP CORP MICH Financial Services 670.0 $427K 0.04% +500.0 +294.1% $636.74 -5.3%
Page 6 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%