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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 29 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VERU VERU INC COM NEW Healthcare 174.0 $545.0 $3.13 -16.2%
562 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 14.0 $504.0 $36.00 +13.9%
563 MTCH MATCH GROUP INC NEW COM Communication Services 12.0 $473.0 $39.42 +5.5%
564 VKTX VIKING THERAPEUTICS INC COM Healthcare 12.0 $468.0 $39.00 -17.5%
565 ACHR ARCHER AVIATION INC COM CL A Industrials 98.0 $464.0 $4.73 +21.4%
566 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 9.0 $436.0 $48.44 -1.7%
567 LTRN LANTERN PHARMA INC COM Healthcare 100.0 $417.0 NEW $4.17 -50.4%
568 GRAL GRAIL INC COM Healthcare 6.0 $410.0 $68.33 +17.1%
569 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 2.0 $366.0 $183.00 -0.7%
570 BKLN INVESCO SENIOR LOAN ETF 16.0 $330.0 +1.0 +6.7% $20.62 -0.5%
571 DNOW DNOW INC COM Energy 25.0 $324.0 $12.96 +22.9%
572 ATRA ATARA BIOTHERAPEUTICS INC COM NEW Healthcare 28.0 $321.0 $11.46 -19.8%
573 GCTK GLUCOTRACK INC COM NEW Healthcare 1,000.0 $319.0 NEW $0.32 -11.6%
574 GRWG GROWGENERATION CORP COM Consumer Cyclical 200.0 $296.0 $1.48 +9.5%
575 CLSK CLEANSPARK INC COM NEW Technology 20.0 $291.0 $14.55 -19.9%
576 LIPOCINE INC NEW COM NEW 111.0 $284.0 $2.56
577 CRNC CERENCE INC COM Technology 25.0 $283.0 $11.32 -24.9%
578 IAC PEOPLE INC COM NEW Technology 6.0 $277.0 $46.17 -0.0%
579 EVT EATON VANCE TAX ADVT DIV INCM COM Financial Services 8.0 $214.0 +1.0 +14.3% $26.75 +8.2%
580 DXC DXC TECHNOLOGY CO COM Technology 14.0 $124.0 $8.86 +26.6%
Page 29 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%