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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 22 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 100.0 $8K 0.01% $82.40 -2.8%
422 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 37.0 $8K 0.01% -58.0 -61.0% $219.43 +1.9%
423 AGNC AGNC INVT CORP COM Real Estate 742.0 $8K 0.01% $10.90 -0.0%
424 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 88.0 $8K 0.01% $91.73 +2.0%
425 FE FIRSTENERGY CORP COM Utilities 167.0 $8K 0.01% $47.54 -3.5%
426 ETHW BITWISE ETHEREUM ETF Financial Services 694.0 $8K 0.01% $11.28 +54.4%
427 DDOG DATADOG INC CL A COM Technology 30.0 $8K 0.01% NEW $260.37 -9.0%
428 CIFR CIPHER DIGITAL INC COM Financial Services 300.0 $7K 0.01% $24.50 -38.1%
429 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 113.0 $7K 0.01% +1.0 +0.9% $63.73 +12.5%
430 VIG VANGUARD DIVIDEND APPRECIATION ETF 30.0 $7K 0.01% $236.63 +2.7%
431 DAL DELTA AIR LINES INC COM NEW Industrials 75.0 $7K 0.01% $94.15 -15.0%
432 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 85.0 $7K 0.01% +1.0 +1.2% $82.86 -4.2%
433 ILMN ILLUMINA INC COM Healthcare 40.0 $7K 0.01% $175.82 +22.6%
434 GIS GENERAL MILLS INC COM Consumer Defensive 200.0 $7K 0.01% $34.80 +19.4%
435 ACA ARCOSA INC COM Industrials 47.0 $7K 0.01% $145.30 -0.0%
436 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 132.0 $7K 0.00% $50.99 -6.4%
437 BUFP PGIM LADDERED S&P 500 BUFFER 12 ETF 205.0 $7K 0.00% NEW $32.05 +2.4%
438 AZO AUTOZONE INC COM Consumer Cyclical 2.0 $6K 0.00% $3196.00 -7.3%
439 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 500.0 $6K 0.00% $12.76 +53.8%
440 GS GOLDMAN SACHS GROUP INC COM Financial Services 6.0 $6K 0.00% $1011.33 +2.2%
Page 22 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%