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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 28 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 4.0 $1K 0.00% $250.00 -5.8%
542 BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 44.0 $988.0 0.00% $22.45 +13.3%
543 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 10.0 $960.0 0.00% $96.00 +23.9%
544 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 36.0 $929.0 0.00% +1.0 +2.9% $25.81 -0.9%
545 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 18.0 $899.0 0.00% +1.0 +5.9% $49.94 +1.2%
546 CC CHEMOURS CO COM Basic Materials 43.0 $882.0 0.00% $20.51 -23.8%
547 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 11.0 $878.0 0.00% +1.0 +10.0% $79.82 +19.2%
548 ES EVERSOURCE ENERGY COM Utilities 12.0 $867.0 0.00% $72.25 -2.0%
549 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 110.0 $851.0 0.00% $7.74 +24.5%
550 CCI CROWN CASTLE INC COM Real Estate 11.0 $833.0 0.00% $75.73 +0.5%
551 MP MP MATERIALS CORP COM CL A Basic Materials 14.0 $784.0 0.00% NEW $56.00 +0.2%
552 FEDEX FGHT HLDG CO INC COMMON STOCK 5.0 $755.0 0.00% NEW $151.00
553 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 50.0 $752.0 0.00% $15.04 +54.7%
554 IREN IREN LIMITED ORDINARY SHARES Financial Services 16.0 $732.0 NEW $45.75 -22.5%
555 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 42.0 $729.0 $17.36 -7.4%
556 FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF 18.0 $688.0 $38.22 -4.2%
557 ALK ALASKA AIR GROUP INC COM Industrials 13.0 $679.0 $52.23 -19.0%
558 SDY STATE STREET SPDR S&P DIVIDEND ETF 4.0 $641.0 $160.25 -1.7%
559 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 31.0 $593.0 $19.13 +11.4%
560 NXPI NXP SEMICONDUCTORS N V COM Technology 2.0 $562.0 $281.00 -20.4%
Page 28 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%