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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 Chg Shares Chg % Period Price ① Since Period ①
1 TOTALENERGIES SE ACT 2,994.0 $272K 0.09% NEW $90.98
2 MYRG MYR GROUP INC COM Industrials 900.0 $254K 0.08% NEW $282.32 +69.3%
3 COP CONOCOPHILLIPS COM Energy 1,826.0 $241K 0.08% NEW $132.00 -19.7%
4 PRDO PERDOCEO ED CORP COM Consumer Defensive 6,135.0 $228K 0.07% NEW $37.21 -10.4%
5 CBOE CBOE GLOBAL MKTS INC COM Financial Services 760.0 $214K 0.07% NEW $281.07 -13.8%
6 GLD SPDR GOLD SHARES Financial Services 488.0 $210K 0.07% NEW $430.29 -13.2%
7 CFG CITIZENS FINL GROUP INC COM Financial Services 3,353.0 $201K 0.07% NEW $59.97 +17.4%
8 PCAR PACCAR INC COM Industrials 1,737.0 $201K 0.07% NEW $115.50 +4.5%

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
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%