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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 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 22,457.0 $3.7M 0.77% -2K -7.0% $165.76 +22.5%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 12,853.0 $3.6M 0.74% +2K +19.2% $281.20 -17.8%
43 SO SOUTHERN CO Utilities 37,485.0 $3.6M 0.74% +4K +11.3% $95.71 -5.9%
44 AEP AMERICAN ELEC PWR CO INC Utilities 26,185.0 $3.6M 0.74% +3K +11.8% $136.81 -10.8%
45 OHI OMEGA HEALTHCARE INVS INC Real Estate 72,485.0 $3.5M 0.71% +8K +13.1% $47.68 -2.3%
46 IWM ISHARES TR 11,267.0 $3.4M 0.70% +725.0 +6.9% $300.45 -0.8%
47 BERKSHIRE HATHAWAY INC DEL 6,621.0 $3.3M 0.68% -216.0 -3.2% $500.39
48 SHY ISHARES TR 39,402.0 $3.2M 0.67% +2K +5.7% $82.11 -0.1%
49 PFE PFIZER INC Healthcare 133,266.0 $3.2M 0.66% +20K +17.6% $24.08 +16.2%
50 D DOMINION ENERGY INC Utilities 46,094.0 $3.1M 0.65% +6K +15.3% $68.29 -2.5%
51 SPTL SPDR SERIES TRUST 119,566.0 $3.1M 0.65% +9K +7.8% $26.23 -3.8%
52 PDBA INVESCO ACTVELY MNGD ETC FD 88,002.0 $3.1M 0.65% +7K +8.8% $35.62 +6.0%
53 DUK DUKE ENERGY CORP NEW Utilities 24,369.0 $3.1M 0.64% +3K +15.2% $126.58 -3.6%
54 RPG INVESCO EXCHANGE TRADED FD T 48,303.0 $3.1M 0.64% -4K -7.5% $63.85 -10.3%
55 LVHI LEGG MASON ETF INVT 75,180.0 $3.1M 0.63% -15K -16.4% $40.59 +6.1%
56 NVDA NVIDIA CORPORATION Technology 15,121.0 $3.0M 0.62% -171.0 -1.1% $200.09 +4.2%
57 ANNALY CAPITAL MANAGEMENT IN 132,942.0 $3.0M 0.61% +19K +16.4% $22.36
58 DLR DIGITAL RLTY TR INC Real Estate 16,535.0 $3.0M 0.61% +2K +13.9% $179.58 +5.0%
59 PPL PPL CORP Utilities 81,333.0 $3.0M 0.61% +11K +15.5% $36.35 -3.6%
60 VICI VICI PPTYS INC Real Estate 107,637.0 $2.9M 0.59% +20K +22.5% $26.55 +0.9%
Page 3 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%