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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 9 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LITE LUMENTUM HLDGS INC Technology 400.0 $343K 0.07% +100.0 +33.3% $858.06 +0.5%
162 PEP PEPSICO INC Consumer Defensive 2,534.0 $343K 0.07% -96.0 -3.6% $135.38 +5.5%
163 XLI SELECT SECTOR SPDR TR 1,850.0 $343K 0.07% -223.0 -10.8% $185.23 -3.2%
164 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,401.0 $338K 0.07% +914.0 +36.8% $99.29 -10.5%
165 PSK SPDR SERIES TRUST 10,996.0 $336K 0.07% NEW $30.53 -2.4%
166 SPDW SPDR INDEX SHS FDS 6,554.0 $330K 0.07% -4K -40.2% $50.39 +3.4%
167 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,400.0 $326K 0.07% $233.10 +0.9%
168 BAC BANK OF AMER CORP Financial Services 5,603.0 $319K 0.07% -728.0 -11.5% $56.98 +9.2%
169 SPYM SPDR SERIES TRUST 3,623.0 $318K 0.07% -122.0 -3.3% $87.88 +2.6%
170 RJF RAYMOND JAMES FINL INC Financial Services 2,082.0 $317K 0.07% +560.0 +36.8% $152.03 +15.4%
171 VST VISTRA CORP Utilities 1,990.0 $316K 0.07% $158.63 -12.8%
172 AFL AFLAC INC Financial Services 2,664.0 $312K 0.06% $117.25 +0.1%
173 VDE VANGUARD WORLD FD 2,049.0 $308K 0.06% -66.0 -3.1% $150.13 +17.1%
174 SLVR SPROTT FDS TR 6,000.0 $301K 0.06% -2K -25.0% $50.19 +25.1%
175 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 400.0 $299K 0.06% NEW $746.77 +2.5%
176 LLY ELI LILLY & CO Healthcare 249.0 $299K 0.06% NEW $1199.52 +4.3%
177 XLP SELECT SECTOR SPDR TR 3,589.0 $298K 0.06% -78.0 -2.1% $83.07 +4.0%
178 SHEL SHELL PLC Energy 3,722.0 $289K 0.06% -1K -24.1% $77.53 +18.8%
179 ENB ENBRIDGE INC Energy 5,283.0 $286K 0.06% NEW $54.21 -7.8%
180 DYNF BLACKROCK ETF TRUST 4,203.0 $286K 0.06% -2K -28.7% $68.01 +1.5%
Page 9 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%