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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 6 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTR VENTAS INC COM Real Estate 4,016.0 $357K 0.10% +39.0 +1.0% $88.80 +3.4%
102 GILD GILEAD SCIENCES INC COM Healthcare 2,762.0 $349K 0.10% +54.0 +2.0% $126.34 +15.3%
103 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,907.0 $347K 0.10% +3K +737.8% $119.51 +0.5%
104 ALL ALLSTATE CORP COM Financial Services 1,418.0 $337K 0.10% NEW $237.94 +9.5%
105 ASML ASML HLDG NV N Y REGISTRY SHS Technology 168.0 $334K 0.10% NEW $1989.44 -14.7%
106 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 8,217.0 $331K 0.10% +377.0 +4.8% $40.29 +1.2%
107 EIX EDISON INTL COM Utilities 4,440.0 $331K 0.10% $74.45 -5.7%
108 PNC PNC FINL SVCS GROUP INC COM Financial Services 1,333.0 $328K 0.09% +152.0 +12.9% $246.22 -1.6%
109 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 3,915.0 $315K 0.09% +38.0 +1.0% $80.56 -0.4%
110 SHEL SHELL PLC SPON ADS Energy 4,056.0 $315K 0.09% +173.0 +4.5% $77.54 +17.2%
111 QCOM QUALCOMM INC COM Technology 1,695.0 $313K 0.09% +40.0 +2.4% $184.75 -11.1%
112 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 8,606.0 $312K 0.09% +136.0 +1.6% $36.26 +2.5%
113 PSA PUBLIC STORAGE COM Real Estate 970.0 $309K 0.09% +14.0 +1.5% $318.31 -1.5%
114 VCTR VICTORY CAP HLDGS INC DEL COM CL A Financial Services 3,546.0 $298K 0.09% $84.06 +40.7%
115 IWN ISHARES RUSSELL 2000 VALUE ETF 1,302.0 $288K 0.08% $221.20 +0.9%
116 SYF SYNCHRONY FINANCIAL COM Financial Services 3,779.0 $287K 0.08% +89.0 +2.4% $76.05 +2.6%
117 RF REGIONS FINANCIAL CORP NEW COM Financial Services 9,285.0 $280K 0.08% $30.20 +0.4%
118 MS MORGAN STANLEY COM NEW Financial Services 1,310.0 $274K 0.08% +53.0 +4.2% $209.04 +2.7%
119 EVR EVERCORE INC CLASS A Financial Services 800.0 $273K 0.08% $341.44 -15.0%
120 VZ VERIZON COMMUNICATIONS INC COM Communication Services 6,382.0 $270K 0.08% $42.34 +18.3%
Page 6 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%