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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 36,442.0 $3.7M 1.57% -10K -20.8% $100.38 +0.2%
2 FNGU BANK MONTREAL QUE Financial Services 56,276.0 $1.4M 0.61% -42K -42.6% $25.26 +15.8%
3 META META PLATFORMS INC Communication Services 1,487.0 $981K 0.42% -1K -48.9% $660.00 -8.0%
4 AOA ISHARES TR 4,615.0 $413K 0.18% -653.0 -12.4% $89.57 +7.9%
5 AOR ISHARES TR 5,591.0 $363K 0.16% -74.0 -1.3% $65.01 +5.6%
6 AMD ADVANCED MICRO DEVICES INC Technology 1,253.0 $268K 0.12% -25.0 -2.0% $214.18 +109.9%
7 IBM INTERNATIONAL BUSINESS MACHS Technology 801.0 $237K 0.10% -11.0 -1.4% $296.32 -14.6%

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%