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Portfolio (Quarterly) Guide ↗

Elser Financial Planning, Inc

· CIK 0002028202
13F Portfolio $2.3B AUM 124 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 39 Added 44 Reduced 18 Exited
Page 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 META META PLATFORMS INC Communication Services 557.0 $313K 0.01% -505.0 -47.5% $562.79 +1.3%
102 FIDELITY GREENWOOD STREET TR 9,484.0 $312K 0.01% $32.93
103 WMT WALMART INC Consumer Defensive 2,534.0 $287K 0.01% -3K -53.4% $113.26 -7.0%
104 EPD ENTERPRISE PRODS PARTNERS L 7,488.0 $275K 0.01% $36.76
105 PH PARKER-HANNIFIN CORP Industrials 272.0 $266K 0.01% +2.0 +0.7% $978.12 +3.9%
106 MPLX MPLX LP Energy 4,687.0 $264K 0.01% $56.33 +3.6%
107 CBSH COMMERCE BANCSHARES INC Financial Services 4,532.0 $262K 0.01% $57.75 +0.8%
108 MRK MERCK & CO INC Healthcare 1,998.0 $257K 0.01% -1K -39.5% $128.51 +21.7%
109 MCD MCDONALDS CORP Consumer Cyclical 940.0 $254K 0.01% -19.0 -2.0% $270.26 -0.8%
110 TJX TJX COS INC NEW Consumer Cyclical 1,676.0 $254K 0.01% +40.0 +2.4% $151.50 -7.9%
111 RTX RTX CORPORATION Industrials 1,279.0 $243K 0.01% -72.0 -5.3% $189.73 +10.8%
112 ETN EATON CORP PLC Industrials 569.0 $242K 0.01% NEW $426.12 -4.0%
113 V VISA INC Financial Services 700.0 $240K 0.01% NEW $343.09 +12.0%
114 LMT LOCKHEED MARTIN CORP Industrials 468.0 $239K 0.01% +10.0 +2.2% $509.80 +9.2%
115 HD HOME DEPOT INC Consumer Cyclical 675.0 $238K 0.01% -45.0 -6.2% $352.69 -4.2%
116 MA MASTERCARD INCORPORATED Financial Services 463.0 $238K 0.01% +14.0 +3.1% $513.60 +16.7%
117 VO VANGUARD INDEX FDS 2,923.0 $236K 0.01% NEW $80.57 +2.8%
118 VIS VANGUARD WORLD FD 646.0 $233K 0.01% $360.38 -5.1%
119 EXR EXTRA SPACE STORAGE INC Real Estate 1,543.0 $224K 0.01% $145.30 -0.3%
120 PWR QUANTA SVCS INC Industrials 302.0 $217K 0.01% NEW $720.04 -16.1%
Page 6 of 7  ·  124 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 95.7%
Healthcare 2.0%
Technology 1.1%
Industrials 0.4%
Consumer Defensive 0.3%
Consumer Cyclical 0.2%
Communication Services 0.1%
Energy 0.1%
Real Estate 0.0%
Utilities 0.0%