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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 12 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CF CF INDUSTRIES HOLD Basic Materials 2,105.0 $228K 0.05% NEW $108.26 +19.4%
222 CLS CELESTICA INC Technology 620.0 $226K 0.05% NEW $364.80 -19.3%
223 AOM ISHARES TR 4,514.0 $225K 0.05% -4K -46.2% $49.89 -0.3%
224 F FORD MTR CO Consumer Cyclical 16,098.0 $224K 0.05% +268.0 +1.7% $13.90 +0.2%
225 IJJ ISHARES TR 1,510.0 $223K 0.05% NEW $147.74 +0.3%
226 PAA PLAINS ALL AMERN PIPELINE L Energy 10,000.0 $223K 0.05% NEW $22.26 +12.1%
227 WMB WILLIAMS COS INC Energy 2,948.0 $219K 0.04% NEW $74.35 -4.5%
228 TGT TARGET CORP Consumer Defensive 1,673.0 $219K 0.04% -1K -42.3% $130.62 +30.1%
229 IXUS ISHARES TR 2,270.0 $217K 0.04% NEW $95.43 +2.1%
230 VANECK FDS 5,000.0 $217K 0.04% NEW $43.32
231 FDS FACTSET RESH SYS INC Financial Services 939.0 $216K 0.04% NEW $230.08 +32.7%
232 IVZ INVESCO LTD Financial Services 8,152.0 $215K 0.04% NEW $26.39 +23.0%
233 BLACKROCK ETF TRUST 2,661.0 $213K 0.04% -289.0 -9.8% $80.15
234 AZN ASTRAZENECA PLC Healthcare 1,121.0 $213K 0.04% -750.0 -40.1% $189.62 -12.1%
235 SMH VANECK ETF TRUST 320.0 $210K 0.04% NEW $655.89 -16.6%
236 MAIN MAIN STR CAP CORP Financial Services 3,967.0 $206K 0.04% $51.88 +13.6%
237 PAVE GLOBAL X FDS 3,488.0 $205K 0.04% NEW $58.92 -5.1%
238 AHR AMERICAN HEALTHCARE REIT INC Real Estate 3,858.0 $201K 0.04% NEW $52.15 +7.7%
239 IIM INVESCO VALUE MUN INCOME TR Financial Services 12,865.0 $164K 0.03% $12.73 -2.3%
240 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 13,410.0 $163K 0.03% $12.12 -3.9%
Page 12 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%