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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGT VANGUARD WORLD FD 1,896.0 $227K 0.07% NEW $119.52 -0.5%
102 USEP INNOVATOR ETFS TRUST 5,400.0 $223K 0.07% $41.33 +1.4%
103 LRCX LAM RESEARCH CORP COM NEW Technology 510.0 $221K 0.07% NEW $433.33 -33.0%
104 BK BANK OF NY MELLON CORP Financial Services 1,460.0 $211K 0.07% NEW $144.61 -1.9%
105 ESGU ISHARES TR 1,275.0 $209K 0.07% NEW $163.67 +2.0%
106 CVLC MORGAN STANLEY ETF TRUST 2,176.0 $206K 0.07% NEW $94.47 +0.6%
107 CAT CATERPILLAR INC Industrials 191.0 $203K 0.07% NEW $1065.16 -26.9%
Page 6 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%