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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 15 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMT AMERICAN TOWER CORP COM Real Estate 198.0 $32K 0.02% $163.57 +7.7%
282 NOW SERVICENOW INC COM Technology 324.0 $32K 0.02% $99.28 +45.8%
283 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 638.0 $32K 0.02% $49.49 +2.2%
284 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 60.0 $31K 0.02% NEW $522.38 +2.4%
285 DOW DOW HLDGS INC COM Basic Materials 1,141.0 $31K 0.02% $27.35 +11.5%
286 FLJP FRANKLIN FTSE JAPAN ETF 785.0 $31K 0.02% $39.75 +2.7%
287 ARKK ARK INNOVATION ETF 386.0 $31K 0.02% $80.82 +4.7%
288 EFA ISHARES MSCI EAFE ETF 294.0 $31K 0.02% $103.87 +3.7%
289 SYZ LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF 975.0 $30K 0.02% NEW $30.93 -1.9%
290 TXT TEXTRON INC COM Industrials 326.0 $30K 0.02% NEW $91.73 -9.5%
291 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 365.0 $30K 0.02% $81.16 -9.8%
292 MPLX MPLX LP COM UNIT REP LTD Energy 524.0 $30K 0.02% $56.33 +5.2%
293 EXC EXELON CORP COM Utilities 633.0 $30K 0.02% $46.60 -5.7%
294 EMR EMERSON ELEC CO COM Industrials 200.0 $29K 0.02% $143.15 +8.4%
295 CB CHUBB LIMITED COM Financial Services 84.0 $29K 0.02% $340.74 -0.2%
296 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 127.0 $28K 0.02% $223.95 +28.4%
297 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 179.0 $28K 0.02% -335.0 -65.2% $158.85 +7.8%
298 FN FABRINET SHS Technology 50.0 $28K 0.02% NEW $562.08 -26.3%
299 MU MICRON TECHNOLOGY INC COM Technology 24.0 $28K 0.02% $1154.29 -19.2%
300 TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 549.0 $27K 0.02% $50.09 +1.3%
Page 15 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%