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Portfolio (Quarterly) Guide ↗

Plum Street Advisors, LLC

· CIK 0002068236
13F Portfolio $313M AUM 107 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 31 Added 30 Reduced 2 Exited
Page 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFA ISHARES TR 4,221.0 $438K 0.14% $103.88 +2.9%
82 TYL TYLER TECHNOLOGIES INC Technology 1,438.0 $421K 0.13% $292.46 +28.6%
83 FTCS FIRST TR EXCHANGE-TRADED FD 4,195.0 $394K 0.13% $93.92 +6.4%
84 IVW ISHARES TR 2,741.0 $377K 0.12% $137.53 +0.6%
85 XOM EXXON MOBIL CORP Energy 2,735.0 $374K 0.12% +45.0 +1.7% $136.72 +19.5%
86 NFLX NETFLIX INC.COM Communication Services 5,150.0 $368K 0.12% $71.40 +14.6%
87 TWST TWIST BIOSCIENCE CORP Healthcare 3,571.0 $367K 0.12% NEW $102.88 +35.4%
88 BERKSHIRE HATHAWAY INC DEL 716.0 $358K 0.11% +25.0 +3.6% $500.39
89 NVDA NVIDIA CORPORATION COM Technology 1,789.0 $358K 0.11% +150.0 +9.2% $200.09 +9.8%
90 AGG ISHARES TR 3,611.0 $357K 0.11% -68.0 -1.9% $98.98 -2.2%
91 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 678.0 $324K 0.10% $477.57 -13.3%
92 SPYM SPDR SERIES TRUST 3,605.0 $317K 0.10% NEW $87.88 +2.2%
93 VIG VANGUARD SPECIALIZED FUNDS 1,252.0 $296K 0.10% $236.62 +2.1%
94 CIBR FIRST TR EXCHANGE-TRADED FD 3,282.0 $295K 0.09% $89.84 +4.8%
95 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 361.0 $266K 0.09% $736.96 -4.1%
96 IAUM ISHARES GOLD TRUST MICRO Financial Services 6,560.0 $262K 0.08% -782.0 -10.7% $40.01 +9.0%
97 IUSV ISHARES TR 2,222.0 $245K 0.08% -21.0 -0.9% $110.15 +3.8%
98 SOFI SOFI TECHNOLOGIES INC Financial Services 13,577.0 $243K 0.08% $17.93 -3.7%
99 DAL DELTA AIR LINES INC Industrials 2,518.0 $236K 0.07% NEW $93.66 -17.4%
100 RSP INVESCO EXCHANGE TRADED FD 1,069.0 $227K 0.07% NEW $212.77 +2.5%
Page 5 of 6  ·  107 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 66.1%
Technology 15.3%
Healthcare 6.0%
Communication Services 4.2%
Energy 2.9%
Industrials 2.2%
Consumer Defensive 1.8%
Consumer Cyclical 1.5%