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Portfolio (Quarterly) Guide ↗

Ignite Planners, LLC

· CIK 0001849348
13F Portfolio $729M AUM 426 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 212 Added 113 Reduced 17 Exited
Page 20 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LAMR LAMAR ADVERTISING CO Real Estate 1,545.0 $241K 0.03% NEW $155.98 -3.3%
382 AJG GALLAGHER ARTHUR J & CO Financial Services 1,041.0 $239K 0.03% +63.0 +6.4% $229.57 +14.9%
383 TRMK TRUSTMARK CORP Financial Services 5,188.0 $239K 0.03% -137K -96.4% $46.01 +1.1%
384 WM WASTE MGMT INC DEL Industrials 1,071.0 $239K 0.03% -47.0 -4.2% $222.85 +0.5%
385 FERG FERGUSON ENTERPRISES INC Industrials 1,000.0 $237K 0.03% +83.0 +9.1% $237.33 +2.1%
386 LH LABCORP HOLDINGS INC Healthcare 835.0 $234K 0.03% +36.0 +4.5% $280.67 +19.8%
387 FIRST TR EXCHNG TRADED FD VI 9,154.0 $230K 0.03% $25.09
388 ASHR DBX ETF TR 6,214.0 $228K 0.03% -268.0 -4.1% $36.66 -5.9%
389 WRB BERKLEY W R CORP Financial Services 3,224.0 $228K 0.03% +119.0 +3.8% $70.64 -2.9%
390 GSEP FIRST TR EXCHNG TRADED FD VI 5,557.0 $228K 0.03% -895.0 -13.9% $40.96 +1.9%
391 SIVR ABRDN SILVER ETF TRUST Financial Services 4,004.0 $226K 0.03% NEW $56.44 +16.8%
392 SYK STRYKER CORPORATION Healthcare 713.0 $225K 0.03% +29.0 +4.2% $315.28 +4.5%
393 VWO VANGUARD INTL EQUITY INDEX F 3,748.0 $224K 0.03% NEW $59.69 +1.3%
394 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,325.0 $223K 0.03% NEW $96.12 -50.3%
395 HOOD ROBINHOOD MKTS INC Financial Services 2,210.0 $222K 0.03% NEW $100.33 +7.8%
396 JGLO J P MORGAN EXCHANGE TRADED F 3,084.0 $220K 0.03% -218.0 -6.6% $71.22 +3.2%
397 ARKW ARK ETF TR 1,495.0 $216K 0.03% NEW $144.81 +7.4%
398 ROKU ROKU INC Communication Services 1,566.0 $216K 0.03% NEW $138.14 +14.0%
399 HONEYWELL INTL INC 960.0 $215K 0.03% NEW $223.90
400 CENCORA INC 758.0 $214K 0.03% NEW $282.98
Page 20 of 22  ·  426 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 34.6%
Financial Services 21.9%
Consumer Cyclical 9.1%
Industrials 7.9%
Communication Services 6.9%
Healthcare 6.1%
Consumer Defensive 5.4%
Energy 3.3%
Real Estate 2.4%
Utilities 2.0%