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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 25 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 21.0 $4K 0.00% +1.0 +5.0% $175.57 -2.6%
482 TTD THE TRADE DESK INC COM CL A Technology 200.0 $4K 0.00% $18.08 -24.9%
483 PLUG PLUG PWR INC COM NEW Industrials 1,329.0 $4K 0.00% $2.71 -19.2%
484 USB US BANCORP COM NEW Financial Services 59.0 $4K 0.00% $60.41 +3.4%
485 ACES ALPS CLEAN ENERGY ETF 100.0 $4K 0.00% $35.55 -14.7%
486 IWO ISHARES RUSSELL 2000 GROWTH ETF 9.0 $4K 0.00% $394.00 -3.8%
487 ALB ALBEMARLE CORP COM Basic Materials 26.0 $4K 0.00% $136.15 +0.9%
488 VPL VANGUARD FTSE PACIFIC ETF 30.0 $3K 0.00% $115.70 -0.3%
489 VAC MARRIOTT VACATIONS WORLDWIDE C COM Consumer Cyclical 34.0 $3K 0.00% $101.88 +8.1%
490 IYH ISHARES U.S. HEALTHCARE ETF 52.0 $3K 0.00% +1.0 +2.0% $66.56 +8.6%
491 KD KYNDRYL HLDGS INC COMMON STOCK Technology 293.0 $3K 0.00% $11.31 +16.7%
492 FDX FEDEX CORP COM Industrials 10.0 $3K 0.00% $328.60 +0.7%
493 BIIB BIOGEN INC COM Healthcare 15.0 $3K 0.00% $216.07 +1.1%
494 ITB ISHARES U.S. HOME CONSTRUCTION ETF 30.0 $3K 0.00% $104.80 -8.0%
495 SCHA SCHWAB U.S. SMALL-CAP ETF 85.0 $3K 0.00% $36.25 -5.5%
496 VLTO VERALTO CORP COM SHS Industrials 34.0 $3K 0.00% $89.68 +9.9%
497 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 41.0 $3K 0.00% +1.0 +2.5% $74.17 +0.2%
498 DLTR DOLLAR TREE INC COM Consumer Defensive 25.0 $3K 0.00% $120.96 +6.0%
499 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 32.0 $3K 0.00% $88.59 -28.3%
500 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 26.0 $3K 0.00% $107.12 +5.5%
Page 25 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%