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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 23 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 184.0 $6K 0.00% $32.50 +12.6%
442 BND VANGUARD TOTAL BOND MARKET ETF 81.0 $6K 0.00% +1.0 +1.2% $73.67 -1.8%
443 EWJ ISHARES MSCI JAPAN ETF 64.0 $6K 0.00% +1.0 +1.6% $93.06 +3.0%
444 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 71.0 $6K 0.00% $83.75 +2.0%
445 SNDA SONIDA SENIOR LIVING INC COM Healthcare 144.0 $6K 0.00% $40.80 -8.2%
446 NEE NEXTERA ENERGY INC COM Utilities 66.0 $6K 0.00% $88.02 -7.0%
447 ASPN ASPEN AEROGELS INC COM Industrials 886.0 $6K 0.00% $6.34 -22.2%
448 BL BLACKLINE INC COM Technology 200.0 $6K 0.00% $28.07 +17.5%
449 ETN EATON CORP PLC SHS Industrials 13.0 $6K 0.00% $426.15 -5.5%
450 INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER 177.0 $6K 0.00% $31.25
451 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 66.0 $6K 0.00% $83.48 +9.6%
452 CARR CARRIER GLOBAL CORPORATION COM Industrials 74.0 $5K 0.00% $73.73 -20.3%
453 ROP ROPER TECHNOLOGIES INC COM Industrials 16.0 $5K 0.00% $338.38 +26.0%
454 AZN ASTRAZENECA PLC ORD Healthcare 28.0 $5K 0.00% NEW $189.61 -14.2%
455 LNC LINCOLN NATL CORP IND COM Financial Services 150.0 $5K 0.00% $35.35 +22.4%
456 MHD BLACKROCK MUNIHOLDINGS FD INC COM Financial Services 445.0 $5K 0.00% $11.90 -4.2%
457 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 59.0 $5K 0.00% $87.71 +6.9%
458 BRLT BRILLIANT EARTH GROUP INC CL A COM Consumer Cyclical 4,409.0 $5K 0.00% $1.13 +17.7%
459 SPXL DIREXION DAILY S&P 500 BULL 3X ETF 18.0 $5K 0.00% $270.67 +7.2%
460 GRMN GARMIN LTD SHS Technology 20.0 $5K 0.00% $242.25 +17.7%
Page 23 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%