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Portfolio (Quarterly) Guide ↗

Plan Group Financial, LLC

· CIK 0001940033
13F Portfolio $486M AUM 253 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 49 New 80 Added 91 Reduced 29 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BE BLOOM ENERGY CORP Industrials 900.0 $272K 0.06% NEW $302.70 -32.6%
22 HONEYWELL AEROSPACE INC 1,220.0 $270K 0.06% NEW $221.08
23 ECOW PACER FDS TR 10,104.0 $268K 0.06% NEW $26.52 +4.8%
24 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,464.0 $261K 0.05% NEW $178.26 +19.7%
25 AOS SMITH A O CORP Industrials 3,964.0 $249K 0.05% NEW $62.72 +0.0%
26 BLOCK INC 3,169.0 $241K 0.05% NEW $76.00
27 IRM IRON MTN INC DEL Real Estate 1,890.0 $239K 0.05% NEW $126.31 -4.1%
28 AMP AMERIPRISE FINL INC Financial Services 515.0 $236K 0.05% NEW $458.78 +22.3%
29 GDDY GODADDY INC Technology 2,782.0 $236K 0.05% NEW $84.88 +18.4%
30 ACVF ETF OPPORTUNITIES TRUST 4,283.0 $234K 0.05% NEW $54.53 +1.7%
31 UNH UNITEDHEALTH GROUP INC Healthcare 560.0 $233K 0.05% NEW $415.94 -4.1%
32 HAS HASBRO INC Consumer Cyclical 2,799.0 $231K 0.05% NEW $82.59 +15.5%
33 MU CALL MICRON TECHNOLOGY INC Technology 200.0 $231K 0.05% NEW $1154.29 -21.1%
34 CBOE CBOE GLOBAL MKTS INC Financial Services 942.0 $229K 0.05% NEW $242.67 +27.0%
35 CF CF INDUSTRIES HOLD Basic Materials 2,105.0 $228K 0.05% NEW $108.26 +19.4%
36 CLS CELESTICA INC Technology 620.0 $226K 0.05% NEW $364.80 -19.3%
37 IJJ ISHARES TR 1,510.0 $223K 0.05% NEW $147.74 +0.3%
38 PAA PLAINS ALL AMERN PIPELINE L Energy 10,000.0 $223K 0.05% NEW $22.26 +12.1%
39 WMB WILLIAMS COS INC Energy 2,948.0 $219K 0.04% NEW $74.35 -4.5%
40 IXUS ISHARES TR 2,270.0 $217K 0.04% NEW $95.43 +2.1%
Page 2 of 3  ·  49 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
Financial Services 31.2%
Technology 17.9%
Utilities 11.6%
Energy 10.2%
Consumer Defensive 8.0%
Real Estate 6.3%
Healthcare 5.2%
Communication Services 4.6%
Consumer Cyclical 2.6%
Industrials 2.1%