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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 26 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SCHW SCHWAB CHARLES CORP COM Financial Services 30.0 $3K 0.00% $92.53 +19.0%
502 PLD PROLOGIS INC. COM Real Estate 20.0 $3K 0.00% $135.45 +3.9%
503 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 73.0 $3K 0.00% +1.0 +1.4% $36.66 -0.8%
504 EEM ISHARES MSCI EMERGING MARKETS ETF 39.0 $3K 0.00% $68.41 -1.9%
505 PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 57.0 $3K 0.00% $46.05 +1.6%
506 PODD INSULET CORP COM Healthcare 17.0 $3K 0.00% $152.24 -4.7%
507 UAA UNDER ARMOUR INC CL A Consumer Cyclical 400.0 $3K 0.00% $6.39 -20.5%
508 ZTS ZOETIS INC CL A Healthcare 34.0 $2K 0.00% $71.85 +7.6%
509 EGP EASTGROUP PPTYS INC COM Real Estate 12.0 $2K 0.00% $202.50 -1.2%
510 SYM SYMBOTIC INC CLASS A COM Industrials 50.0 $2K 0.00% NEW $44.96 -11.3%
511 BLUEROCK PVT REAL ESTATE FD COM 171.0 $2K 0.00% $13.01
512 DASH DOORDASH INC CL A Communication Services 12.0 $2K 0.00% $184.50 +28.3%
513 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 10.0 $2K 0.00% $217.10 +1.7%
514 ASAN ASANA INC CL A Technology 300.0 $2K 0.00% $7.00 +45.6%
515 IT GARTNER INC COM Technology 16.0 $2K 0.00% $129.62 +53.0%
516 MAIR MADISON AIR SOLUTIONS CORP COM SHS CL A Industrials 50.0 $2K 0.00% NEW $39.00 -32.5%
517 UBER UBER TECHNOLOGIES INC COM Technology 27.0 $2K 0.00% $72.15 +9.2%
518 ALC ALCON AG ORD SHS Healthcare 29.0 $2K 0.00% $67.10 +7.3%
519 APA APA CORPORATION COM Energy 59.0 $2K 0.00% +1.0 +1.7% $32.66 +30.2%
520 ITW ILLINOIS TOOL WKS INC COM Industrials 7.0 $2K 0.00% $270.43 +3.6%
Page 26 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%