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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 11 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INNOVATOR ETFS TRUST 9,433.0 $255K 0.05% $27.04
202 IUSB ISHARES TR 5,472.0 $253K 0.05% -2K -27.8% $46.15 -1.4%
203 EQNR EQUINOR ASA Energy 8,000.0 $251K 0.05% $31.40 +34.9%
204 VUG VANGUARD INDEX FDS 2,910.0 $251K 0.05% +2K +165.3% $86.14 +0.9%
205 AOS SMITH A O CORP Industrials 3,964.0 $249K 0.05% NEW $62.72 +0.0%
206 NNN NNN REIT INC Real Estate 5,323.0 $248K 0.05% +35.0 +0.7% $46.53 -0.4%
207 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 5,181.0 $244K 0.05% -3K -36.7% $47.13 -2.1%
208 OEF ISHARES TR 663.0 $243K 0.05% -209.0 -24.0% $366.00 +3.0%
209 BLOCK INC 3,169.0 $241K 0.05% NEW $76.00
210 IRM IRON MTN INC DEL Real Estate 1,890.0 $239K 0.05% NEW $126.31 -4.1%
211 CNQ CANADIAN NAT RES LTD MED TER Energy 6,000.0 $237K 0.05% -9K -60.0% $39.50 +28.3%
212 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 16,540.0 $237K 0.05% $14.31 -1.0%
213 AMP AMERIPRISE FINL INC Financial Services 515.0 $236K 0.05% NEW $458.78 +22.3%
214 GDDY GODADDY INC Technology 2,782.0 $236K 0.05% NEW $84.88 +18.4%
215 ACVF ETF OPPORTUNITIES TRUST 4,283.0 $234K 0.05% NEW $54.53 +1.7%
216 UNH UNITEDHEALTH GROUP INC Healthcare 560.0 $233K 0.05% NEW $415.94 -4.1%
217 SIL GLOBAL X FDS 3,000.0 $232K 0.05% -81.0 -2.6% $77.46 +29.6%
218 HAS HASBRO INC Consumer Cyclical 2,799.0 $231K 0.05% NEW $82.59 +15.5%
219 MU CALL MICRON TECHNOLOGY INC Technology 200.0 $231K 0.05% NEW $1154.29 -21.1%
220 CBOE CBOE GLOBAL MKTS INC Financial Services 942.0 $229K 0.05% NEW $242.67 +27.0%
Page 11 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%