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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 10 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FOXA FOX CORP Communication Services 5,474.0 $286K 0.06% +1K +31.9% $52.16 +32.7%
182 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 22,232.0 $285K 0.06% $12.80 -5.1%
183 NUTX NUTEX HEALTH INC Healthcare 1,652.0 $282K 0.06% NEW $170.89 +9.8%
184 HONEYWELL INTL INC 1,225.0 $274K 0.06% NEW $223.94
185 BE BLOOM ENERGY CORP Industrials 900.0 $272K 0.06% NEW $302.70 -32.6%
186 IEMG ISHARES INC 3,285.0 $272K 0.06% -2K -32.9% $82.84 -2.8%
187 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 9,000.0 $272K 0.06% -300.0 -3.2% $30.17 +17.1%
188 AEE AMEREN CORP Utilities 2,394.0 $271K 0.06% $113.04 -5.2%
189 HONEYWELL AEROSPACE INC 1,220.0 $270K 0.06% NEW $221.08
190 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,471.0 $269K 0.06% -579.0 -28.2% $183.11 +0.8%
191 ECOW PACER FDS TR 10,104.0 $268K 0.06% NEW $26.52 +4.8%
192 QCOM QUALCOMM INC Technology 1,448.0 $268K 0.06% -876.0 -37.7% $184.83 -14.2%
193 JNJ JOHNSON & JOHNSON Healthcare 1,053.0 $268K 0.06% -42.0 -3.8% $254.07 +7.5%
194 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 25,114.0 $265K 0.06% $10.57 -4.8%
195 HEQT SIMPLIFY EXCHANGE TRADED FUN 7,875.0 $264K 0.05% $33.54 +2.2%
196 VLO VALERO ENERGY CORP Energy 1,014.0 $264K 0.05% -7.0 -0.7% $260.48 +32.8%
197 RTX RTX CORPORATION Industrials 1,388.0 $263K 0.05% -257.0 -15.6% $189.73 +10.3%
198 R RYDER SYS INC Industrials 995.0 $262K 0.05% $263.79 -7.2%
199 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,464.0 $261K 0.05% NEW $178.26 +19.7%
200 INNOVATOR ETFS TRUST 9,738.0 $257K 0.05% $26.42
Page 10 of 13  ·  249 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%