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Portfolio (Quarterly) Guide ↗

Planned Solutions, Inc.

· CIK 0001831332
13F Portfolio $349M AUM 155 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 71 Added 21 Reduced 10 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC COM CL A Financial Services 1,585.0 $544K 0.16% +56.0 +3.7% $343.01 +11.0%
42 NUE NUCOR CORP COM Basic Materials 2,397.0 $534K 0.15% +16.0 +0.7% $222.75 +12.3%
43 WELL WELLTOWER INC COM Real Estate 2,326.0 $528K 0.15% +19.0 +0.8% $226.97 +3.4%
44 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,337.0 $478K 0.14% +175.0 +15.1% $357.50 -5.4%
45 WFC WELLS FARGO & CO COM Financial Services 5,408.0 $447K 0.13% +2K +47.2% $82.64 +4.7%
46 TXN TEXAS INSTRS INC COM Technology 1,488.0 $444K 0.13% +28.0 +1.9% $298.07 -12.6%
47 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 926.0 $442K 0.13% +83.0 +9.8% $477.57 -12.8%
48 JAAA JANUS HENDERSON AAA CLO ETF 8,721.0 $440K 0.13% +229.0 +2.7% $50.49 +0.1%
49 TSLA TESLA INC COM Consumer Cyclical 994.0 $418K 0.12% +24.0 +2.5% $420.60 -13.2%
50 CB CHUBB LIMITED COM Financial Services 1,219.0 $415K 0.12% +89.0 +7.9% $340.74 -0.4%
51 AMGN AMGEN INC COM Healthcare 1,041.0 $377K 0.11% +19.0 +1.9% $362.12 +18.9%
52 VTR VENTAS INC COM Real Estate 4,016.0 $357K 0.10% +39.0 +1.0% $88.80 +2.2%
53 GILD GILEAD SCIENCES INC COM Healthcare 2,762.0 $349K 0.10% +54.0 +2.0% $126.34 +15.7%
54 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,907.0 $347K 0.10% +3K +737.8% $119.51 +0.4%
55 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 8,217.0 $331K 0.10% +377.0 +4.8% $40.29 +1.2%
56 PNC PNC FINL SVCS GROUP INC COM Financial Services 1,333.0 $328K 0.09% +152.0 +12.9% $246.22 -2.6%
57 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 3,915.0 $315K 0.09% +38.0 +1.0% $80.56 -0.9%
58 SHEL SHELL PLC SPON ADS Energy 4,056.0 $315K 0.09% +173.0 +4.5% $77.54 +17.6%
59 QCOM QUALCOMM INC COM Technology 1,695.0 $313K 0.09% +40.0 +2.4% $184.75 -8.7%
60 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 8,606.0 $312K 0.09% +136.0 +1.6% $36.26 +1.9%
Page 3 of 4  ·  71 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 33.5%
Financial Services 32.0%
Industrials 8.5%
Healthcare 7.5%
Consumer Cyclical 4.6%
Communication Services 3.7%
Consumer Defensive 3.0%
Basic Materials 2.4%
Real Estate 1.9%
Energy 1.7%