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Portfolio (Quarterly) Guide ↗

PlanVest Financial, Inc

· CIK 0002135239
13F Portfolio $150M AUM 597 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 117 Added 46 Reduced 12 Exited
Page 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HPQ HP INC COM Technology 218.0 $5K 0.00% +4.0 +1.9% $21.91 +39.3%
102 SLV ISHARES SILVER TRUST Financial Services 89.0 $5K 0.00% +57.0 +178.1% $53.47 +12.2%
103 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 110.0 $4K 0.00% +1.0 +0.9% $40.72 +10.6%
104 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 21.0 $4K 0.00% +1.0 +5.0% $175.57 -2.6%
105 IYH ISHARES U.S. HEALTHCARE ETF 52.0 $3K 0.00% +1.0 +2.0% $66.56 +8.6%
106 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 41.0 $3K 0.00% +1.0 +2.5% $74.17 +0.2%
107 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 73.0 $3K 0.00% +1.0 +1.4% $36.66 -0.8%
108 APA APA CORPORATION COM Energy 59.0 $2K 0.00% +1.0 +1.7% $32.66 +30.2%
109 KEY KEYCORP COM Financial Services 64.0 $1K 0.00% +1.0 +1.6% $22.92 -4.4%
110 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 14.0 $1K 0.00% +1.0 +7.7% $93.50 +1.5%
111 FAST FASTENAL CO COM Industrials 23.0 $1K 0.00% +1.0 +4.5% $47.83 +4.1%
112 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 36.0 $929.0 0.00% +1.0 +2.9% $25.81 -0.9%
113 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 18.0 $899.0 0.00% +1.0 +5.9% $49.94 +1.2%
114 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 11.0 $878.0 0.00% +1.0 +10.0% $79.82 +19.2%
115 BKLN INVESCO SENIOR LOAN ETF 16.0 $330.0 +1.0 +6.7% $20.62 -0.5%
116 EVT EATON VANCE TAX ADVT DIV INCM COM Financial Services 8.0 $214.0 +1.0 +14.3% $26.75 +8.2%
117 XRX XEROX HOLDINGS CORP COM NEW Technology 26.0 $80.0 +1.0 +4.0% $3.08 -0.5%
Page 6 of 6  ·  117 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 35.4%
Technology 25.8%
Consumer Cyclical 7.3%
Healthcare 6.5%
Consumer Defensive 5.5%
Communication Services 5.2%
Industrials 4.2%
Utilities 3.5%
Energy 3.0%
Real Estate 2.6%