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Portfolio (Quarterly) Guide ↗

Plan Group Financial, LLC

· CIK 0001940033
13F Portfolio $426M AUM 232 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 103 Added 51 Reduced 16 Exited
Page 4 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RPG INVESCO EXCHANGE TRADED FD T 52,202.0 $2.4M 0.57% -21K -28.6% $46.74 +30.0%
62 ANNALY CAPITAL MANAGEMENT IN 114,167.0 $2.4M 0.57% +12K +11.7% $21.15
63 VICI VICI PPTYS INC Real Estate 87,867.0 $2.4M 0.56% +15K +19.8% $27.32 -2.6%
64 SGOL ETFS GOLD TR Financial Services 51,600.0 $2.3M 0.54% -1K -1.9% $44.62 -12.3%
65 VYMI VANGUARD WHITEHALL FDS 23,815.0 $2.2M 0.53% -3K -11.9% $94.24 +4.2%
66 ARCC ARES CAPITAL CORP Financial Services 121,545.0 $2.2M 0.51% +17K +16.3% $18.02 -0.7%
67 BOXX EA SERIES TRUST 17,681.0 $2.1M 0.48% +9K +111.8% $116.29 +0.7%
68 QQQ INVESCO QQQ TR Financial Services 3,502.0 $2.0M 0.47% +294.0 +9.2% $577.15 +23.7%
69 EPD ENTERPRISE PRODS PARTNERS L Energy 48,137.0 $1.8M 0.43% +14K +41.0% $37.84 -1.9%
70 OAKTREE SPECIALTY LENDING 161,006.0 $1.8M 0.43% +31K +23.9% $11.30
71 FDUS FIDUS INVT CORP Financial Services 98,802.0 $1.7M 0.40% +19K +24.0% $17.42 +5.0%
72 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 90,369.0 $1.7M 0.39% +17K +23.4% $18.38 -10.3%
73 VWO VANGUARD INTL EQUITY INDEX F 26,506.0 $1.4M 0.34% -17K -39.6% $54.05 +9.8%
74 BIL SPDR SERIES TRUST 15,511.0 $1.4M 0.33% +343.0 +2.3% $91.64 -0.1%
75 EOG EOG RES INC Energy 9,417.0 $1.4M 0.32% +850.0 +9.9% $144.57 -6.7%
76 AMAT APPLIED MATLS INC Technology 3,958.0 $1.4M 0.32% -320.0 -7.5% $341.81 +71.4%
77 EMB ISHARES TR 14,296.0 $1.3M 0.32% -7K -32.8% $93.93 +2.5%
78 BND VANGUARD BD INDEX FDS 17,369.0 $1.3M 0.30% -9K -33.0% $73.64 -0.6%
79 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,697.0 $1.2M 0.29% -306.0 -7.6% $337.92 +29.1%
80 TOTALENERGIES SE 13,725.0 $1.2M 0.29% +2K +20.7% $90.98
Page 4 of 12  ·  229 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 33.1%
Energy 14.8%
Technology 13.8%
Utilities 10.3%
Consumer Defensive 8.0%
Communication Services 5.1%
Real Estate 5.1%
Healthcare 4.7%
Consumer Cyclical 2.7%
Industrials 2.2%