Portfolio (Quarterly) Guide ↗

Planned Solutions, Inc.

· CIK 0001831332

13F Portfolio $306M AUM 139 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 22 Added 39 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP COM	Technology	1,155	$225K	0.07%	SOLD
2	TMO	THERMO FISHER SCIENTIFIC INC COM	Healthcare	386	$224K	0.07%	SOLD
3	SNY	SANOFI SA SPONSORED ADR	Healthcare	4,462	$216K	0.07%	SOLD
4	CDNS	CADENCE DESIGN SYSTEM INC COM	Technology	685	$214K	0.07%	SOLD
5	INTC	INTEL CORP COM	Technology	5,798	$214K	0.07%	SOLD
6	COF	CAPITAL ONE FINL CORP COM	Financial Services	854	$207K	0.07%	SOLD
7	GE	GE AEROSPACE COM NEW	Industrials	657	$202K	0.07%	SOLD
8	FSK	FS KKR CAP CORP COM	Financial Services	12,968	$192K	0.06%	SOLD

Sector Allocation

Financial Services 31.1%

Technology 29.3%

Healthcare 7.9%

Industrials 7.6%

Communication Services 6.9%

Consumer Defensive 4.6%

Consumer Cyclical 4.2%

Energy 3.3%

Basic Materials 2.5%

Real Estate 1.7%