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Portfolio (Quarterly) Guide ↗

Asset Planning,Inc

· CIK 0002048547
13F Portfolio $154M AUM 336 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 334 New
Page 12 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MBC Masterbrand Inc Consumer Cyclical 1,658.0 $17K 0.01% NEW $10.29 -16.1%
222 ORCL Oracle Corporation Technology 116.0 $17K 0.01% NEW $146.42 +2.9%
223 DTE Dte Energy Co Utilities 110.0 $17K 0.01% NEW $152.37 -10.8%
224 NVS Novartis AG- ADR Healthcare 107.0 $17K 0.01% NEW $156.28 -1.6%
225 IVV iShares Core S&P 500 22.0 $16K 0.01% NEW $749.64 +3.1%
226 CAMT Camtek Ltd Technology 100.0 $16K 0.01% NEW $163.12 -16.9%
227 PEG Pub Svc Ent Group Inc Utilities 200.0 $16K 0.01% NEW $81.16 -9.8%
228 AZO Autozone Inc Consumer Cyclical 5.0 $16K 0.01% NEW $3196.00 -7.3%
229 ROCHE HOLDINGS ADRS LTD COM 308.0 $16K 0.01% NEW $51.35
230 SCI Service Corp International Consumer Cyclical 208.0 $16K 0.01% NEW $75.96 +9.7%
231 XPOF Xponential Fitness Inc Consumer Cyclical 2,280.0 $16K 0.01% NEW $6.92 -21.5%
232 TR Tootsie Roll Industries Inc Consumer Defensive 390.0 $15K 0.01% NEW $39.57 +4.3%
233 WBD Warner Brothers Discover Communication Services 559.0 $15K 0.01% NEW $26.66 +7.9%
234 LHX L3Harris Technologies Inc Industrials 51.0 $15K 0.01% NEW $291.84 -9.9%
235 CRM Salesforce Inc Technology 93.0 $15K 0.01% NEW $156.66 +63.4%
236 NVT Nvent Electric Plc Com Industrials 84.0 $14K 0.01% NEW $169.87 -12.6%
237 BUCK Simplify Treasury Option 608.0 $14K 0.01% NEW $23.42 -0.5%
238 GEHC Ge Healthcare Technologi Healthcare 219.0 $14K 0.01% NEW $64.14 +11.8%
239 Glaxosmithkline Plc Adrf 264.0 $14K 0.01% NEW $52.50
240 Unit Corp Equity 440.0 $14K 0.01% NEW $31.29
Page 12 of 17  ·  334 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
Healthcare 16.1%
Consumer Cyclical 16.0%
Technology 15.1%
Financial Services 13.1%
Industrials 12.8%
Consumer Defensive 8.8%
Real Estate 6.7%
Utilities 5.3%
Communication Services 3.2%
Energy 2.5%