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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 16 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DHR DANAHER CORP DEL COM Healthcare 144.0 $27K 0.02% -64.0 -30.8% $190.35 +13.5%
302 TGT TARGET CORP COM Consumer Defensive 204.0 $27K 0.02% $130.61 +24.9%
303 EATON VANCE TAX-MANAGED BUY- COM 1,771.0 $26K 0.02% $14.88
304 OXY OCCIDENTAL PETE CORP COM Energy 542.0 $26K 0.02% $48.61 +21.6%
305 BLK BLACKROCK INC COM Financial Services 27.0 $26K 0.02% $961.56 +21.1%
306 GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF 283.0 $26K 0.02% $91.26 -1.1%
307 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 266.0 $26K 0.02% $96.32 +4.5%
308 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 12.0 $25K 0.02% NEW $2080.75 +5.4%
309 JBND JPMORGAN ACTIVE BOND ETF 463.0 $25K 0.02% $53.50 -1.5%
310 NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 419.0 $25K 0.02% $59.02 +1.5%
311 CRM SALESFORCE INC COM Technology 157.0 $25K 0.02% $156.66 +63.4%
312 UPS UNITED PARCEL SVCS INC CL B Industrials 227.0 $24K 0.02% $107.74 -2.2%
313 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 220.0 $24K 0.02% $109.77 -0.2%
314 AEM AGNICO EAGLE MINES LTD COM Basic Materials 155.0 $24K 0.02% NEW $155.13 +33.0%
315 COP CONOCOPHILLIPS COM Energy 231.0 $24K 0.02% $103.96 +25.4%
316 BP BP PLC SPONSORED ADR Energy 643.0 $24K 0.02% $36.95 +14.1%
317 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 98.0 $24K 0.02% $242.42 -4.0%
318 VTRS VIATRIS INC COM Healthcare 1,478.0 $23K 0.02% $15.88 +2.9%
319 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 2,436.0 $23K 0.02% +49.0 +2.0% $9.57 +3.2%
320 CTVA CORTEVA INC COM Basic Materials 275.0 $23K 0.02% $84.64 -0.9%
Page 16 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%