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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 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JIRE J P MORGAN EXCHANGE TRADED F 7,268.0 $600K 0.12% -39.0 -0.5% $82.49 +3.2%
42 WDC WESTERN DIGITAL CORP Technology 932.0 $595K 0.12% -273.0 -22.7% $638.72 -31.8%
43 ITA ISHARES TR 2,414.0 $585K 0.12% -3K -56.5% $242.45 -3.7%
44 EOG EOG RES INC Energy 4,485.0 $582K 0.12% -5K -52.4% $129.73 +15.8%
45 GM GENERAL MTRS CO Consumer Cyclical 7,495.0 $578K 0.12% -3K -31.2% $77.08 +12.8%
46 EIX EDISON INTL Utilities 7,403.0 $551K 0.11% -2K -22.2% $74.45 -0.6%
47 AOA ISHARES TR 5,390.0 $526K 0.11% -2K -26.7% $97.60 +1.2%
48 IVW ISHARES TR 3,666.0 $504K 0.10% -698.0 -16.0% $137.54 +0.2%
49 VYMI VANGUARD WHITEHALL FDS 5,002.0 $491K 0.10% -19K -79.0% $98.19 +7.1%
50 AMD ADVANCED MICRO DEVICES INC Technology 789.0 $458K 0.09% -301.0 -27.6% $580.91 -21.4%
51 CVS CVS HEALTH CORP Healthcare 4,165.0 $431K 0.09% -366.0 -8.1% $103.44 -9.0%
52 VYM VANGUARD WHITEHALL FDS 2,671.0 $422K 0.09% -24.0 -0.9% $158.04 +4.5%
53 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 10,695.0 $418K 0.09% -4K -28.3% $39.05 +1.1%
54 EMR EMERSON ELEC CO Industrials 2,713.0 $388K 0.08% -1K -32.3% $143.16 +10.1%
55 HUM HUMANA INC Healthcare 975.0 $387K 0.08% -479.0 -32.9% $397.25 -2.7%
56 NTAP NETAPP INC Technology 2,493.0 $386K 0.08% -97.0 -3.8% $154.76 +20.7%
57 CIBR FIRST TR EXCHANGE-TRADED FD 4,257.0 $382K 0.08% -2K -35.5% $89.84 +3.8%
58 ABBV ABBVIE INC Healthcare 1,491.0 $375K 0.08% -25.0 -1.6% $251.62 +5.1%
59 JAVA J P MORGAN EXCHANGE TRADED F 4,602.0 $365K 0.07% -134.0 -2.8% $79.41 +5.0%
60 JCPB J P MORGAN EXCHANGE TRADED F 7,501.0 $352K 0.07% -439.0 -5.5% $46.94 -1.5%
Page 3 of 5  ·  91 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%