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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 20 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 113.0 $13K 0.01% $119.13 -4.2%
382 ETG EATON VANCE TX ADV GLBL DIV FD COM Financial Services 569.0 $13K 0.01% -100.0 -14.9% $23.55 +3.6%
383 KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 350.0 $13K 0.01% $37.36 +1.8%
384 SCHP SCHWAB US TIPS ETF 486.0 $13K 0.01% -11.0 -2.2% $26.53 -2.2%
385 GILD GILEAD SCIENCES INC COM Healthcare 99.0 $13K 0.01% +1.0 +1.0% $126.84 +14.9%
386 QCOM QUALCOMM INC COM Technology 68.0 $12K 0.01% +1.0 +1.5% $183.63 -10.6%
387 SCHB SCHWAB U.S. BROAD MARKET ETF 414.0 $12K 0.01% $28.96 +2.6%
388 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 687.0 $12K 0.01% $17.41 +15.9%
389 PHM PULTE GROUP INC COM Consumer Cyclical 86.0 $12K 0.01% +1.0 +1.2% $136.57 -5.9%
390 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 84.0 $12K 0.01% +1.0 +1.2% $138.43 -5.6%
391 SBUX STARBUCKS CORP COM Consumer Cyclical 112.0 $11K 0.01% $102.39 +5.3%
392 VLO VALERO ENERGY CORP COM Energy 44.0 $11K 0.01% +1.0 +2.3% $258.43 +36.3%
393 PRU PRUDENTIAL FINL INC COM Financial Services 100.0 $11K 0.01% $107.93 +11.0%
394 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 100.0 $11K 0.01% $107.78 +3.4%
395 BROWN FORMAN CORP CL B 400.0 $11K 0.01% $26.65
396 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 271.0 $11K 0.01% +2.0 +0.7% $38.79 +65.1%
397 EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 318.0 $10K 0.01% $32.91 +2.4%
398 SPGI S&P GLOBAL INC COM Financial Services 25.0 $10K 0.01% $407.28 +8.7%
399 AMGN AMGEN INC COM Healthcare 28.0 $10K 0.01% +1.0 +3.7% $361.25 +19.7%
400 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 197.0 $10K 0.01% +90.0 +84.1% $50.95 +6.6%
Page 20 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%