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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 10 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CEG CONSTELLATION ENERGY CORP COM Utilities 304.0 $75K 0.05% $248.08 +11.6%
182 CI THE CIGNA GROUP COM Healthcare 272.0 $75K 0.05% $275.59 +1.2%
183 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 1,293.0 $75K 0.05% $57.84 +7.8%
184 ED CONSOLIDATED EDISON INC COM Utilities 674.0 $75K 0.05% $110.69 -2.9%
185 PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 1,506.0 $74K 0.05% $48.81 +1.9%
186 HYT BLACKROCK CORPOR HI YLD FD INC COM Financial Services 8,569.0 $73K 0.05% $8.56 -3.2%
187 APH AMPHENOL CORP CL A Technology 416.0 $73K 0.05% $176.32 -10.5%
188 CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF 1,299.0 $72K 0.05% +48.0 +3.8% $55.23 +13.5%
189 HTAB HARTFORD SCHRODERS TAX-AWARE BOND ETF 3,668.0 $70K 0.05% $19.18 -2.1%
190 EQIX EQUINIX INC COM Real Estate 66.0 $69K 0.05% $1044.17 +0.0%
191 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 819.0 $68K 0.04% -17.0 -2.0% $83.11 +2.8%
192 MA MASTERCARD INCORPORATED CL A Financial Services 131.0 $67K 0.04% $513.71 +15.9%
193 MCD MCDONALDS CORP COM Consumer Cyclical 241.0 $65K 0.04% $270.72 -2.1%
194 BA BOEING CO COM Industrials 300.0 $65K 0.04% $216.47 -3.1%
195 FCX FREEPORT MCMORAN INC CL B Basic Materials 1,007.0 $63K 0.04% $62.91 +21.5%
196 PEBO PEOPLES BANCORP INC COM Financial Services 1,584.0 $61K 0.04% +20.0 +1.3% $38.41 +3.2%
197 ADBE ADOBE INC COM Technology 296.0 $61K 0.04% -28.0 -8.6% $205.02 +42.2%
198 DIS DISNEY WALT CO COM Communication Services 629.0 $61K 0.04% $96.29 +12.3%
199 MMD NYLI MACKAY DEFINEDTERM MUNI COM Financial Services 3,900.0 $60K 0.04% $15.50 -3.7%
200 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 626.0 $60K 0.04% NEW $96.48 -1.8%
Page 10 of 30  ·  597 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%