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Portfolio (Quarterly) Guide ↗

ESG Planning DBA Harper Investing

· CIK 0001931465
13F Portfolio $232M AUM 65 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 46 Added 7 Reduced 2 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,811.0 $745K 0.32% +180.0 +1.3% $53.94 +10.2%
42 AGG ISHARES TR 5,230.0 $522K 0.23% +68.0 +1.3% $99.88 -1.4%
43 FALN ISHARES TR 16,871.0 $461K 0.20% +324.0 +2.0% $27.30 -1.0%
44 GOOG ALPHABET INC Communication Services 1,467.0 $460K 0.20% +383.0 +35.3% $313.87 +20.9%
45 ORCL ORACLE CORP Technology 2,196.0 $428K 0.18% +593.0 +37.0% $194.93 -1.5%
46 IVV ISHARES TR 320.0 $219K 0.09% +3.0 +0.9% $685.35 +9.3%
Page 3 of 3  ·  46 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 47.5%
Financial Services 14.8%
Communication Services 12.6%
Healthcare 10.6%
Consumer Cyclical 9.8%
Industrials 2.4%
Real Estate 2.3%