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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 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 3,823.0 $523K 0.35% NEW $136.71
2 CLSE CONVERGENCE LONG/SHORT EQUITY ETF 7,144.0 $244K 0.16% NEW $34.13 -1.3%
3 INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 6,855.0 $166K 0.11% NEW $24.25 -2.3%
4 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 4,605.0 $131K 0.09% NEW $28.39 -1.2%
5 VGSH VANGUARD SHORT-TERM TREASURY ETF 2,177.0 $127K 0.09% NEW $58.20 -0.3%
6 ANET ARISTA NETWORKS INC COM SHS Technology 566.0 $96K 0.06% NEW $169.88 +15.0%
7 PANW PALO ALTO NETWORKS INC COM Technology 270.0 $92K 0.06% NEW $341.02 +9.0%
8 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 626.0 $60K 0.04% NEW $96.48 -1.8%
9 FRANKLIN MUNICIPAL HIGH YIELD ETF 4,280.0 $51K 0.03% NEW $11.88
10 RPM RPM INTL INC COM Basic Materials 350.0 $39K 0.03% NEW $111.15 -4.0%
11 PNW PINNACLE WEST CAP CORP COM Utilities 340.0 $36K 0.02% NEW $107.00 -8.7%
12 ATCL REX AUTOCALLABLE INCOME ETF 1,366.0 $34K 0.02% NEW $24.82 -0.8%
13 NEM NEWMONT CORP COM Basic Materials 358.0 $33K 0.02% NEW $93.40 +37.0%
14 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 60.0 $31K 0.02% NEW $522.38 +2.4%
15 SYZ LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF 975.0 $30K 0.02% NEW $30.93 -1.9%
16 TXT TEXTRON INC COM Industrials 326.0 $30K 0.02% NEW $91.73 -9.5%
17 FN FABRINET SHS Technology 50.0 $28K 0.02% NEW $562.08 -26.3%
18 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 12.0 $25K 0.02% NEW $2080.75 +5.4%
19 AEM AGNICO EAGLE MINES LTD COM Basic Materials 155.0 $24K 0.02% NEW $155.13 +33.0%
20 FS SPECIALTY LENDING FD COM SH BEN INT 1,926.0 $21K 0.01% NEW $11.15
Page 1 of 3  ·  47 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%