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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
Page 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC COM Healthcare 2,708.0 $377K 0.12% -180.0 -6.2% $139.37 -8.2%
82 CB CHUBB LTD SWITZ COM Financial Services 1,130.0 $368K 0.12% $325.93 +4.8%
83 LRCX LAM RESEARCH CORP COM NEW Technology 1,720.0 $367K 0.12% $213.66 +77.4%
84 SHEL SHELL PLC SPON ADS Energy 3,883.0 $361K 0.12% $93.00 -17.7%
85 RPV INVESCO S&P 500 PURE VALUE ETF 3,359.0 $361K 0.12% $107.39 +7.4%
86 TSLA TESLA INC COM Consumer Cyclical 970.0 $361K 0.12% -10.0 -1.0% $371.75 +2.1%
87 AMGN AMGEN INC COM Healthcare 1,022.0 $360K 0.12% -306.0 -23.0% $351.85 +1.8%
88 SNA SNAP ON INC COM Industrials 990.0 $360K 0.12% $363.22 +9.3%
89 GRMN GARMIN LTD SHS Technology 1,534.0 $356K 0.12% $232.01 +0.2%
90 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,688.0 $343K 0.11% $202.98 -22.5%
91 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 4,492.0 $337K 0.11% $75.10 +10.1%
92 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,162.0 $334K 0.11% -977.0 -45.7% $287.66 +17.3%
93 IYY ISHARES DOW JONES U.S. ETF 2,106.0 $334K 0.11% $158.45 +12.6%
94 DHI D R HORTON INC COM Consumer Cyclical 2,414.0 $331K 0.11% $137.22 +21.2%
95 CINF CINCINNATI FINL CORP COM Financial Services 2,105.0 $331K 0.11% $157.35 +17.0%
96 VTR VENTAS INC COM Real Estate 3,977.0 $325K 0.11% $81.78 +8.9%
97 EIX EDISON INTL COM Utilities 4,440.0 $325K 0.11% $73.18 +3.4%
98 VZ VERIZON COMMUNICATIONS INC COM Communication Services 6,391.0 $321K 0.10% $50.20 -7.3%
99 HSY HERSHEY CO COM Consumer Defensive 1,538.0 $320K 0.10% $207.89 -13.8%
100 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 7,840.0 $315K 0.10% +63.0 +0.8% $40.14 +0.1%
Page 5 of 7  ·  139 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
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%