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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 30 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS 6.0 $113.0 $18.83
582 AI C3 AI INC CL A Technology 12.0 $109.0 NEW $9.08 +15.9%
583 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 1.0 $99.0 $99.00 -11.4%
584 XRX XEROX HOLDINGS CORP COM NEW Technology 26.0 $80.0 +1.0 +4.0% $3.08 -0.5%
585 PDS PRECISION DRILLING CORP COM NEW Energy 1.0 $77.0 $77.00 +17.1%
586 NTR NUTRIEN LTD COM Basic Materials 1.0 $63.0 $63.00 +16.7%
587 EXYN TECHNOLOGIES INC COM 10.0 $52.0 NEW $5.20
588 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.0 $44.0 NEW $44.00 +78.4%
589 FIVN FIVE9 INC COM Technology 2.0 $43.0 $21.50 +58.4%
590 CNDT CONDUENT INC COM Technology 18.0 $26.0 $1.44 +19.1%
591 ANGI ANGI INC CL A NEW Communication Services 3.0 $18.0 $6.00 -16.0%
592 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 1.0 $15.0 NEW $15.00 +65.9%
593 KPTI KARYOPHARM THERAPEUTICS INC COM NEW Healthcare 1.0 $10.0 $10.00 -81.3%
594 XEROX HOLDINGS CORP WT EXP 021128 12.0 $3.0 NEW $0.25
595 FMC FMC CORP COM NEW Basic Materials $2.0 -100.0%
596 PGX INVESCO PREFERRED ETF $1.0 NEW
597 CYPH CYPHERPUNK TECHNOLOGIES INC COM NEW Healthcare 1.0 $1.0 $1.00 +71.0%
Page 30 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%