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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 7 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WDC WESTERN DIGITAL CORP Technology 932.0 $595K 0.12% -273.0 -22.7% $638.72 -31.8%
122 ITA ISHARES TR 2,414.0 $585K 0.12% -3K -56.5% $242.45 -3.7%
123 EOG EOG RES INC Energy 4,485.0 $582K 0.12% -5K -52.4% $129.73 +15.8%
124 GM GENERAL MTRS CO Consumer Cyclical 7,495.0 $578K 0.12% -3K -31.2% $77.08 +12.8%
125 EIX EDISON INTL Utilities 7,403.0 $551K 0.11% -2K -22.2% $74.45 -0.6%
126 AOA ISHARES TR 5,390.0 $526K 0.11% -2K -26.7% $97.60 +1.2%
127 MLPX GLOBAL X FDS 7,000.0 $516K 0.11% $73.66 +1.0%
128 IVW ISHARES TR 3,666.0 $504K 0.10% -698.0 -16.0% $137.54 +0.2%
129 VYMI VANGUARD WHITEHALL FDS 5,002.0 $491K 0.10% -19K -79.0% $98.19 +7.1%
130 NZF NUVEEN MUN CR INCOME FD Financial Services 38,665.0 $490K 0.10% $12.68 -3.7%
131 INTC INTEL CORP Technology 3,415.0 $477K 0.10% NEW $139.63 -37.5%
132 ACYS FIRST TR EXCHANGE-TRADED FD 22,648.0 $465K 0.10% NEW $20.54 -0.2%
133 AMD ADVANCED MICRO DEVICES INC Technology 789.0 $458K 0.09% -301.0 -27.6% $580.91 -21.4%
134 PSX PHILLIPS 66 Energy 2,675.0 $452K 0.09% +611.0 +29.6% $169.06 +43.1%
135 PETROLEO BRASILEIRO S A 30,000.0 $439K 0.09% $14.64
136 CVS CVS HEALTH CORP Healthcare 4,165.0 $431K 0.09% -366.0 -8.1% $103.44 -9.0%
137 VYM VANGUARD WHITEHALL FDS 2,671.0 $422K 0.09% -24.0 -0.9% $158.04 +4.5%
138 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 10,695.0 $418K 0.09% -4K -28.3% $39.05 +1.1%
139 INCY INCYTE CORP Healthcare 3,583.0 $406K 0.08% +865.0 +31.8% $113.36 +12.9%
140 LMT LOCKHEED MARTIN CORP Industrials 795.0 $405K 0.08% $509.28 +10.8%
Page 7 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%