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Portfolio (Quarterly) Guide ↗

Financial Planning Navigators CORP

· CIK 0002102043
13F Portfolio $267M AUM 70 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 24 New 31 Added 13 Reduced 1 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLDM WORLD GOLD TR Financial Services 75,868.0 $6.0M 2.25% NEW $79.42 +10.5%
2 UNH UNITEDHEALTH GROUP INC Healthcare 2,156.0 $896K 0.34% NEW $415.63 -4.4%
3 MU MICRON TECHNOLOGY INC Technology 523.0 $604K 0.23% NEW $1154.68 -12.0%
4 AMD ADVANCED MICRO DEVICES INC Technology 796.0 $462K 0.17% NEW $580.91 -17.8%
5 AMAT APPLIED MATLS INC Technology 525.0 $380K 0.14% NEW $723.29 -37.1%
6 XOM EXXON MOBIL CORP Energy 2,563.0 $350K 0.13% NEW $136.71 +16.6%
7 CSCO CISCO SYS INC Technology 2,639.0 $310K 0.12% NEW $117.47 -7.0%
8 V VISA INC Financial Services 863.0 $296K 0.11% NEW $343.14 +9.3%
9 WAY WAYSTAR HLDG CORP Technology 14,378.0 $295K 0.11% NEW $20.53 +22.1%
10 JNJ JOHNSON & JOHNSON Healthcare 1,136.0 $289K 0.11% NEW $254.04 +8.3%
11 CAT CATERPILLAR INC Industrials 237.0 $252K 0.09% NEW $1065.18 -23.6%
12 ASML ASML HLDG NV Technology 125.0 $249K 0.09% NEW $1989.44 -13.8%
13 BITO PROSHARES TR 29,810.0 $238K 0.09% NEW $7.98 +34.6%
14 NVS NOVARTIS AG Healthcare 1,482.0 $232K 0.09% NEW $156.72 +2.1%
15 SCHA SCHWAB STRATEGIC TR 6,303.0 $228K 0.09% NEW $36.13 -4.4%
16 INTC INTEL CORP Technology 1,596.0 $223K 0.08% NEW $139.63 -31.4%
17 ABBV ABBVIE INC Healthcare 885.0 $223K 0.08% NEW $251.53 +1.9%
18 LRCX LAM RESEARCH CORP Technology 508.0 $220K 0.08% NEW $433.41 -29.0%
19 INTU INTUIT Technology 819.0 $214K 0.08% NEW $261.00 +27.5%
20 PM PHILIP MORRIS INTL INC Consumer Defensive 1,172.0 $212K 0.08% NEW $180.92 +0.9%
Page 1 of 2  ·  24 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
Technology 38.4%
Financial Services 33.7%
Healthcare 8.4%
Consumer Cyclical 7.4%
Communication Services 6.3%
Industrials 2.5%
Consumer Defensive 1.8%
Energy 1.4%