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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IFRA ISHARES U.S. INFRASTRUCTURE ETF 305.0 $19K 0.01% NEW $63.04 -6.1%
22 SCHM SCHWAB U.S. MID-CAP ETF 478.0 $18K 0.01% NEW $36.87 -3.5%
23 MSCI MSCI INC COM Financial Services 30.0 $17K 0.01% NEW $560.93 +1.8%
24 HONEYWELL INTL INC COM 70.0 $16K 0.01% NEW $223.90
25 HONEYWELL AEROSPACE INC COM 70.0 $15K 0.01% NEW $221.09
26 ZS ZSCALER INC COM Technology 100.0 $14K 0.01% NEW $141.15 +30.5%
27 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 137.0 $14K 0.01% NEW $102.94 +9.2%
28 SPACE EXPLORATION TECHN CORP CLASS A COM STK 81.0 $14K 0.01% NEW $170.86
29 ISHARES HIGH YIELD MUNI ACTIVE ETF 200.0 $10K 0.01% NEW $49.80
30 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 92.0 $9K 0.01% NEW $93.63 -10.1%
31 DDOG DATADOG INC CL A COM Technology 30.0 $8K 0.01% NEW $260.37 -9.0%
32 BUFP PGIM LADDERED S&P 500 BUFFER 12 ETF 205.0 $7K 0.00% NEW $32.05 +2.4%
33 AZN ASTRAZENECA PLC ORD Healthcare 28.0 $5K 0.00% NEW $189.61 -14.2%
34 DUPONT DE NEMOURS INC COMMON STOCK 35.0 $5K 0.00% NEW $135.63
35 SYM SYMBOTIC INC CLASS A COM Industrials 50.0 $2K 0.00% NEW $44.96 -11.3%
36 MAIR MADISON AIR SOLUTIONS CORP COM SHS CL A Industrials 50.0 $2K 0.00% NEW $39.00 -32.5%
37 MP MP MATERIALS CORP COM CL A Basic Materials 14.0 $784.0 0.00% NEW $56.00 +0.2%
38 FEDEX FGHT HLDG CO INC COMMON STOCK 5.0 $755.0 0.00% NEW $151.00
39 IREN IREN LIMITED ORDINARY SHARES Financial Services 16.0 $732.0 NEW $45.75 -22.5%
40 LTRN LANTERN PHARMA INC COM Healthcare 100.0 $417.0 NEW $4.17 -50.4%
Page 2 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%