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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 8 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ELV Elevance Health Inc Healthcare 173.0 $67K 0.04% NEW $386.73 +2.0%
142 HAL Halliburton Co Hldg Co Energy 1,961.0 $67K 0.04% NEW $33.96 +6.5%
143 Space Ex Tech Spacex 388.0 $66K 0.04% NEW $170.86
144 Wisconsin Egy Cp Hldg Co 558.0 $65K 0.04% NEW $116.77
145 PEP Pepsico Inc. Consumer Defensive 472.0 $64K 0.04% NEW $135.39 +4.2%
146 UPS United Parcel Service B Industrials 580.0 $62K 0.04% NEW $107.53 -2.1%
147 LUMN Lumen Technologies Inc Communication Services 8,100.0 $62K 0.04% NEW $7.68 -21.4%
148 EPD Enterprise Products Partners L 1,679.0 $62K 0.04% NEW $36.76
149 TRV The Travelers Companies Inc Co Financial Services 185.0 $61K 0.04% NEW $330.02 +12.1%
150 DVN Devon Energy Corp Common Energy 1,448.0 $60K 0.04% NEW $41.33 +14.6%
151 KMB Kimberly Clark Corp Consumer Defensive 507.0 $56K 0.04% NEW $109.85 -0.3%
152 ULTA Ulta Salon Cosmetics & Fragran Consumer Cyclical 123.0 $55K 0.04% NEW $450.98 +14.7%
153 FBIN Fortune Brands Innovations Inc Industrials 1,000.0 $55K 0.04% NEW $54.90 -17.1%
154 ARM Arm Holdings ADR Technology 150.0 $53K 0.03% NEW $354.57 -32.6%
155 SLF Sun Life Financial Inc Financial Services 678.0 $53K 0.03% NEW $78.42 +0.4%
156 MPC Marathon Pete Corp Energy 200.0 $51K 0.03% NEW $255.67 +44.3%
157 EXR Extra Space Storage Inc Real Estate 350.0 $51K 0.03% NEW $145.30 -1.6%
158 CMCSA Comcast Corp New Cl A Communication Services 2,015.0 $49K 0.03% NEW $24.55 +10.2%
159 MMM 3M Company Industrials 289.0 $47K 0.03% NEW $162.08 +7.6%
160 Lamar Advertising Co Class A 300.0 $47K 0.03% NEW $155.98
Page 8 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%