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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 5 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MYRG MYR GROUP INC COM Industrials 900.0 $450K 0.13% $500.40 -41.7%
82 WFC WELLS FARGO & CO COM Financial Services 5,408.0 $447K 0.13% +2K +47.2% $82.64 +4.4%
83 TXN TEXAS INSTRS INC COM Technology 1,488.0 $444K 0.13% +28.0 +1.9% $298.07 -12.3%
84 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 926.0 $442K 0.13% +83.0 +9.8% $477.57 -12.3%
85 JAAA JANUS HENDERSON AAA CLO ETF 8,721.0 $440K 0.13% +229.0 +2.7% $50.49 +0.1%
86 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 3,942.0 $430K 0.12% $109.07 -2.7%
87 TSLA TESLA INC COM Consumer Cyclical 994.0 $418K 0.12% +24.0 +2.5% $420.60 -13.5%
88 CB CHUBB LIMITED COM Financial Services 1,219.0 $415K 0.12% +89.0 +7.9% $340.74 -0.2%
89 VTI VANGUARD TOTAL STOCK MARKET ETF 1,087.0 $402K 0.12% NEW $370.04 +2.0%
90 CF CF INDUSTRIES HOLD COM Basic Materials 3,688.0 $399K 0.11% $108.26 +19.1%
91 SNA SNAP ON INC COM Industrials 990.0 $398K 0.11% $402.40 -3.3%
92 DHI D R HORTON INC COM Consumer Cyclical 2,414.0 $393K 0.11% $162.88 -10.6%
93 CINF CINCINNATI FINL CORP COM Financial Services 2,105.0 $390K 0.11% $185.14 -7.4%
94 IYY ISHARES DOW JONES U.S. ETF 2,106.0 $384K 0.11% $182.28 +2.4%
95 RPV INVESCO S&P 500 PURE VALUE ETF 3,314.0 $377K 0.11% -45.0 -1.3% $113.82 +6.4%
96 AMGN AMGEN INC COM Healthcare 1,041.0 $377K 0.11% +19.0 +1.9% $362.12 +18.9%
97 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 4,492.0 $376K 0.11% $83.75 +2.0%
98 MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 11,211.0 $373K 0.11% -3K -20.0% $33.25 +10.7%
99 GRMN GARMIN LTD SHS Technology 1,534.0 $364K 0.10% $237.54 +19.9%
100 STLD STEEL DYNAMICS INC COM Basic Materials 1,564.0 $359K 0.10% $229.46 +2.2%
Page 5 of 8  ·  155 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%