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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 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VAW VANGUARD WORLD FD 4,830.0 $1.0M 0.43% +745.0 +18.2% $207.55 +9.7%
42 LOW LOWES COS INC Consumer Cyclical 4,130.0 $996K 0.43% +618.0 +17.6% $241.14 -10.8%
43 UNP UNION PAC CORP Industrials 4,251.0 $983K 0.42% +666.0 +18.6% $231.32 +14.9%
44 META META PLATFORMS INC Communication Services 1,487.0 $981K 0.42% -1K -48.9% $660.00 -7.5%
45 XLV SELECT SECTOR SPDR TR 5,580.0 $864K 0.37% +32.0 +0.6% $154.81 -3.2%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,811.0 $745K 0.32% +180.0 +1.3% $53.94 +10.2%
47 SPY SPDR S&P 500 ETF TR Financial Services 884.0 $603K 0.26% NEW $681.63 +9.4%
48 AGG ISHARES TR 5,230.0 $522K 0.23% +68.0 +1.3% $99.88 -1.4%
49 FALN ISHARES TR 16,871.0 $461K 0.20% +324.0 +2.0% $27.30 -1.0%
50 GOOG ALPHABET INC Communication Services 1,467.0 $460K 0.20% +383.0 +35.3% $313.87 +20.9%
51 ORCL ORACLE CORP Technology 2,196.0 $428K 0.18% +593.0 +37.0% $194.93 -1.5%
52 AOA ISHARES TR 4,615.0 $413K 0.18% -653.0 -12.4% $89.57 +8.0%
53 QCOM QUALCOMM INC Technology 2,304.0 $394K 0.17% $171.02 +39.3%
54 AMAT APPLIED MATLS INC Technology 1,428.0 $367K 0.16% $257.08 +68.1%
55 AOR ISHARES TR 5,591.0 $363K 0.16% -74.0 -1.3% $65.01 +5.8%
56 ABBV ABBVIE INC Healthcare 1,202.0 $275K 0.12% NEW $228.45 -5.6%
57 SMH VANECK ETF TRUST 755.0 $272K 0.12% NEW $359.92 +60.1%
58 AMD ADVANCED MICRO DEVICES INC Technology 1,253.0 $268K 0.12% -25.0 -2.0% $214.18 +118.3%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 801.0 $237K 0.10% -11.0 -1.4% $296.32 -14.3%
60 IYW ISHARES TR 1,187.0 $237K 0.10% $199.74 +21.0%
Page 3 of 4  ·  65 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%