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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 7 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VHT VANGUARD HEALTH CARE ETF 895.0 $268K 0.08% $299.01 +6.8%
122 CDNS CADENCE DESIGN SYSTEM INC COM Technology 706.0 $265K 0.08% NEW $375.32 -9.6%
123 FAST FASTENAL CO COM Industrials 5,500.0 $264K 0.08% +56.0 +1.0% $48.03 +2.9%
124 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,688.0 $262K 0.07% $155.13 +30.7%
125 AVGO BROADCOM INC COM Technology 692.0 $261K 0.07% NEW $377.75 -2.6%
126 PKG PACKAGING CORP AMER COM Consumer Cyclical 1,088.0 $259K 0.07% $238.28 +0.2%
127 CFG CITIZENS FINL GROUP INC COM Financial Services 3,599.0 $252K 0.07% +246.0 +7.3% $70.07 -1.8%
128 AMD ADVANCED MICRO DEVICES INC COM Technology 424.0 $246K 0.07% NEW $580.91 -19.3%
129 TOTALENERGIES SE ACT 3,162.0 $246K 0.07% +168.0 +5.6% $77.76
130 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,939.0 $245K 0.07% +60.0 +3.2% $126.58 -5.3%
131 GE GE AEROSPACE COM NEW Industrials 651.0 $243K 0.07% NEW $373.73 -10.0%
132 VOT VANGUARD MID-CAP GROWTH ETF 793.0 $243K 0.07% $306.30 -1.7%
133 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 1,830.0 $243K 0.07% $132.52 +4.3%
134 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 1,040.0 $242K 0.07% NEW $233.10 -2.2%
135 VLUE ISHARES MSCI USA VALUE FACTOR ETF 1,208.0 $241K 0.07% NEW $199.81 +0.7%
136 TOL TOLL BROTHERS INC COM Consumer Cyclical 1,444.0 $238K 0.07% NEW $164.77 -12.3%
137 CGGR CAPITAL GROUP GROWTH ETF 4,971.0 $235K 0.07% -885.0 -15.1% $47.20 -0.9%
138 STT STATE STR CORP COM Financial Services 1,375.0 $233K 0.07% NEW $169.60 +13.8%
139 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 6,696.0 $233K 0.07% NEW $34.81 -0.9%
140 MCK MCKESSON CORP COM Healthcare 305.0 $230K 0.07% -25.0 -7.6% $755.60 +17.9%
Page 7 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%