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Portfolio (Quarterly) Guide ↗

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

· CIK 0001936380
13F Portfolio $185M AUM 39 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 8 Added 17 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG Schwab US Large Cap Growth 598,435.0 $20.3M 10.93% +8K +1.4% $33.84 +5.7%
2 IJR iShares Core S&P Small-Cap 87,414.0 $13.0M 7.00% +2K +2.8% $148.31 -1.8%
3 SCHD Schwab US Dividend Equity 317,313.0 $10.1M 5.43% +8K +2.7% $31.71 +10.1%
4 SCHM Schwab US Mid Cap 271,989.0 $10.0M 5.41% +7K +2.7% $36.87 -3.5%
5 IWF iShares Russell 1000 Growth 8,144.0 $1.0M 0.55% +6K +300.0% $124.17 -1.1%
6 HDV iShares High Dividend 29,011.0 $795K 0.43% +23K +400.0% $27.41 +7.4%
7 SYK Stryker Corp Healthcare 2,415.0 $760K 0.41% +20.0 +0.8% $314.91 +5.0%
8 VGT Vanguard Information Technology 3,306.0 $395K 0.21% +3K +700.5% $119.53 +0.4%

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
Financial Services 69.8%
Technology 19.3%
Healthcare 5.7%
Consumer Cyclical 3.5%
Energy 1.0%
Communication Services 0.7%