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Portfolio (Quarterly) Guide ↗

Prism Planning Partners LLC

· CIK 0002110534
13F Portfolio $85M AUM 64 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 9 Added 28 Reduced 4 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIS DISNEY WALT CO Communication Services 1,750.0 $169K 0.20% -636.0 -26.7% $96.38 +6.6%
22 GOOG ALPHABET INC Communication Services 506.0 $145K 0.17% -1K -70.9% $286.91 +37.1%
23 HD HOME DEPOT INC Consumer Cyclical 415.0 $137K 0.16% -300.0 -42.0% $329.24 -9.6%
24 CVX CHEVRON CORPORATION Energy 659.0 $136K 0.16% -667.0 -50.3% $206.82 -7.6%
25 LLY ELI LILLY & CO Healthcare 131.0 $120K 0.14% -188.0 -58.9% $919.77 +9.5%
26 GE GE AEROSPACE Industrials 420.0 $119K 0.14% -390.0 -48.1% $283.62 -0.7%
27 MRK MERCK & CO INC Healthcare 716.0 $86K 0.10% -2K -68.6% $120.27 -7.4%
28 AVGO BROADCOM INC Technology 101.0 $31K 0.04% -1K -92.1% $309.26 +36.0%
Page 2 of 2  ·  28 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 42.1%
Communication Services 24.0%
Consumer Cyclical 9.5%
Healthcare 9.1%
Financial Services 6.2%
Energy 4.8%
Consumer Defensive 2.8%
Industrials 1.5%