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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 14 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 723.0 $37K 0.02% $50.64 -0.2%
262 PPA INVESCO AEROSPACE & DEFENSE ETF 207.0 $37K 0.02% $176.65 -3.8%
263 TJX TJX COS INC NEW COM Consumer Cyclical 241.0 $37K 0.02% $151.50 -10.8%
264 PNW PINNACLE WEST CAP CORP COM Utilities 340.0 $36K 0.02% NEW $107.00 -8.8%
265 GLW CORNING INC COM Technology 142.0 $36K 0.02% $256.18 -41.9%
266 EJUL INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY 1,151.0 $36K 0.02% $31.24 +0.6%
267 JPMORGAN U.S. QUALITY FACTOR ETF 496.0 $36K 0.02% $72.28
268 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 320.0 $36K 0.02% $111.31 +28.0%
269 VTR VENTAS INC COM Real Estate 400.0 $36K 0.02% $88.80 +3.4%
270 HSY HERSHEY CO COM Consumer Defensive 200.0 $35K 0.02% $175.45 +2.1%
271 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 342.0 $35K 0.02% $102.30 -4.1%
272 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 1,295.0 $35K 0.02% $26.66 +7.9%
273 MSC INCOME FUND INC COM 2,955.0 $34K 0.02% $11.57
274 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 513.0 $34K 0.02% +83.0 +19.3% $66.60 -2.5%
275 ATCL REX AUTOCALLABLE INCOME ETF 1,366.0 $34K 0.02% NEW $24.82 -0.8%
276 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 553.0 $34K 0.02% $60.79 +4.5%
277 NEM NEWMONT CORP COM Basic Materials 358.0 $33K 0.02% NEW $93.40 +37.0%
278 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 446.0 $33K 0.02% $74.96 +0.2%
279 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 47.0 $33K 0.02% $708.89 -2.6%
280 ORI OLD REP INTL CORP COM Financial Services 800.0 $33K 0.02% $40.92 +2.8%
Page 14 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%