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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 11 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IRM IRON MTN INC DEL COM Real Estate 476.0 $60K 0.04% $126.41 -7.1%
202 BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF 1,737.0 $59K 0.04% +20.0 +1.2% $34.15 +12.1%
203 INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2028 2,006.0 $59K 0.04% $29.49
204 TXN TEXAS INSTRS INC COM Technology 195.0 $58K 0.04% +2.0 +1.0% $297.32 -13.0%
205 BIT BLACKROCK MULTI SECTOR INC TR COM Financial Services 4,611.0 $58K 0.04% $12.52 -4.5%
206 USRT ISHARES CORE U.S. REIT ETF 858.0 $57K 0.04% $66.45 -0.5%
207 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 620.0 $57K 0.04% $91.16 -20.0%
208 VOT VANGUARD MID-CAP GROWTH ETF 184.0 $56K 0.04% -3.0 -1.6% $306.30 -1.1%
209 VNQ VANGUARD REAL ESTATE ETF 583.0 $56K 0.04% $96.43 +0.8%
210 BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 947.0 $56K 0.04% $58.87 +2.7%
211 O REALTY INCOME CORP COM Real Estate 899.0 $56K 0.04% $61.96 +0.0%
212 IWR ISHARES RUSSELL MIDCAP ETF 502.0 $55K 0.04% -40.0 -7.4% $110.32 +1.8%
213 MS MORGAN STANLEY COM NEW Financial Services 260.0 $54K 0.04% $209.04 +2.7%
214 PHO INVESCO WATER RESOURCES ETF 785.0 $54K 0.04% $69.08 +4.1%
215 SU SUNCOR ENERGY INC NEW COM Energy 999.0 $54K 0.04% $53.68 +21.9%
216 TRV TRAVELERS COMPANIES INC COM Financial Services 159.0 $52K 0.04% $330.12 +12.1%
217 SMH VANECK SEMICONDUCTOR ETF 79.0 $52K 0.04% +10.0 +14.5% $655.89 -15.7%
218 SYY SYSCO CORP COM Consumer Defensive 610.0 $51K 0.03% $83.58 -2.0%
219 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 446.0 $51K 0.03% $114.18 +33.9%
220 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY 1,959.0 $51K 0.03% $25.99
Page 11 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%