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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC 992.0 $351K 0.07% -21.0 -2.1% $353.42
62 COIN COINBASE GLOBAL INC Financial Services 2,374.0 $347K 0.07% -623.0 -20.8% $146.19 +22.8%
63 ALK ALASKA AIR GROUP INC Industrials 6,586.0 $344K 0.07% -3K -32.4% $52.20 -20.4%
64 PEP PEPSICO INC Consumer Defensive 2,534.0 $343K 0.07% -96.0 -3.6% $135.38 +6.9%
65 XLI SELECT SECTOR SPDR TR 1,850.0 $343K 0.07% -223.0 -10.8% $185.23 -3.4%
66 SPDW SPDR INDEX SHS FDS 6,554.0 $330K 0.07% -4K -40.2% $50.39 +2.8%
67 BAC BANK OF AMER CORP Financial Services 5,603.0 $319K 0.07% -728.0 -11.5% $56.98 +9.4%
68 SPYM SPDR SERIES TRUST 3,623.0 $318K 0.07% -122.0 -3.3% $87.88 +2.3%
69 VDE VANGUARD WORLD FD 2,049.0 $308K 0.06% -66.0 -3.1% $150.13 +18.5%
70 SLVR SPROTT FDS TR 6,000.0 $301K 0.06% -2K -25.0% $50.19 +26.3%
71 XLP SELECT SECTOR SPDR TR 3,589.0 $298K 0.06% -78.0 -2.1% $83.07 +5.3%
72 SHEL SHELL PLC Energy 3,722.0 $289K 0.06% -1K -24.1% $77.53 +20.0%
73 DYNF BLACKROCK ETF TRUST 4,203.0 $286K 0.06% -2K -28.7% $68.01 +1.2%
74 IEMG ISHARES INC 3,285.0 $272K 0.06% -2K -32.9% $82.84 -2.8%
75 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 9,000.0 $272K 0.06% -300.0 -3.2% $30.17 +17.1%
76 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,471.0 $269K 0.06% -579.0 -28.2% $183.11 +0.8%
77 QCOM QUALCOMM INC Technology 1,448.0 $268K 0.06% -876.0 -37.7% $184.83 -14.2%
78 JNJ JOHNSON & JOHNSON Healthcare 1,053.0 $268K 0.06% -42.0 -3.8% $254.07 +7.5%
79 VLO VALERO ENERGY CORP Energy 1,014.0 $264K 0.05% -7.0 -0.7% $260.48 +32.8%
80 RTX RTX CORPORATION Industrials 1,388.0 $263K 0.05% -257.0 -15.6% $189.73 +10.3%
Page 4 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%