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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 5 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KO COCA COLA CO COM Consumer Defensive 3,533.0 $287K 0.19% $81.28 +10.3%
82 JPMORGAN ULTRA-SHORT INCOME ETF 5,611.0 $284K 0.19% -728.0 -11.5% $50.57
83 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 3,739.0 $281K 0.19% -159.0 -4.1% $75.24 -3.8%
84 VTV VANGUARD VALUE ETF 1,275.0 $278K 0.19% +22.0 +1.8% $217.85 +3.4%
85 VUG VANGUARD GROWTH ETF 3,218.0 $277K 0.18% +3K +539.8% $86.14 +2.8%
86 VO VANGUARD MID-CAP ETF 3,274.0 $264K 0.18% +3K +380.8% $80.57 +2.4%
87 INTC INTEL CORP COM Technology 1,857.0 $259K 0.17% -16.0 -0.8% $139.64 -35.9%
88 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 910.0 $258K 0.17% -303.0 -25.0% $283.79 -7.8%
89 CLSE CONVERGENCE LONG/SHORT EQUITY ETF 7,144.0 $244K 0.16% NEW $34.13 -1.3%
90 CAT CATERPILLAR INC COM Industrials 222.0 $236K 0.16% +176.0 +382.6% $1063.55 -24.8%
91 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 3,262.0 $234K 0.16% $71.86 -0.2%
92 EPI WISDOMTREE INDIA EARNINGS FUND 5,415.0 $232K 0.15% +429.0 +8.6% $42.78 +0.5%
93 T AT&T INC COM Communication Services 10,923.0 $226K 0.15% $20.70 +25.6%
94 LMT LOCKHEED MARTIN CORP COM Industrials 416.0 $212K 0.14% $509.51 +10.7%
95 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,583.0 $209K 0.14% $45.52 +31.8%
96 NVS NOVARTIS AG SPONSORED ADR Healthcare 1,326.0 $208K 0.14% $156.72 -1.9%
97 META META PLATFORMS INC CL A Communication Services 363.0 $204K 0.14% $563.10 +2.6%
98 CSQ CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT Financial Services 9,673.0 $199K 0.13% $20.56 +1.9%
99 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,355.0 $199K 0.13% $146.65 -2.0%
100 V VISA INC COM CL A Financial Services 574.0 $197K 0.13% $343.33 +11.1%
Page 5 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%