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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 9 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADM Archer-Daniels-Midlnd Co Consumer Defensive 610.0 $47K 0.03% NEW $76.40 +6.7%
162 PFGC Performance Food Group C Consumer Defensive 414.0 $46K 0.03% NEW $111.79 -9.8%
163 OTTR Otter Tail Corp Utilities 500.0 $45K 0.03% NEW $89.98 +1.0%
164 NUE Nucor Corp Basic Materials 200.0 $45K 0.03% NEW $222.75 +12.5%
165 The Blackstone Group Inc. 378.0 $45K 0.03% NEW $117.78
166 TTE Totalenergies SE Energy 569.0 $44K 0.03% NEW $77.76 +11.0%
167 NTR Nutrien Ltd Basic Materials 691.0 $43K 0.03% NEW $62.95 +16.8%
168 RKT Rocket Companies Cla A Financial Services 2,750.0 $43K 0.03% NEW $15.75 -12.6%
169 DES Wisdomtree Small Cap Dividend 1,050.0 $43K 0.03% NEW $40.68 -0.6%
170 FCX Freeport McMoran Copper & Gold Basic Materials 665.0 $42K 0.03% NEW $62.89 +21.6%
171 ITW Illinois Tool Works Inc Industrials 150.0 $41K 0.03% NEW $271.23 +3.3%
172 MCO Moody's Corp Financial Services 89.0 $40K 0.03% NEW $453.74 +13.5%
173 CMF Ishares California AMT-Free ET 700.0 $40K 0.03% NEW $57.64 -2.4%
174 NOW Service Now Inc Technology 400.0 $40K 0.03% NEW $99.28 +45.8%
175 Prologis Inc 731.0 $39K 0.03% NEW $53.31
176 FBTC Fidelity Wise Origin Financial Services 750.0 $38K 0.03% NEW $51.05 +32.1%
177 AMTM Amentum Hldgs Inc Industrials 1,793.0 $37K 0.02% NEW $20.67 -1.7%
178 CNQ Canadian Nat Res Ltd Energy 900.0 $36K 0.02% NEW $39.50 +24.0%
179 ADP Automatic Data Processing Inc. Industrials 153.0 $34K 0.02% NEW $223.95 +28.4%
180 Tyco Electronics Ltd Com 164.0 $33K 0.02% NEW $201.61
Page 9 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%