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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TSLA	TESLA INC	Consumer Cyclical	488	$217K	0.10%	SOLD
2	HD	HOME DEPOT INC	Consumer Cyclical	526	$213K	0.10%	SOLD

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%