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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 7 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WMT WALMART INC COM Consumer Defensive 1,405.0 $159K 0.11% -56.0 -3.8% $113.24 -9.0%
122 WM WASTE MGMT INC DEL COM Industrials 709.0 $158K 0.11% $222.73 -1.4%
123 JNJ JOHNSON & JOHNSON COM Healthcare 599.0 $152K 0.10% $253.78 +5.6%
124 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 3,762.0 $151K 0.10% +375.0 +11.1% $40.01 +11.0%
125 PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 988.0 $150K 0.10% $151.68 -11.8%
126 VBK VANGUARD SMALL-CAP GROWTH ETF 399.0 $146K 0.10% +32.0 +8.7% $365.70 -3.8%
127 EPD ENTERPRISE PRODS PARTNERS L P COM 3,936.0 $145K 0.10% $36.76
128 MRK MERCK & CO INC COM Healthcare 1,123.0 $144K 0.10% $128.51 +15.4%
129 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,184.0 $142K 0.10% +1K +700.0% $119.52 +0.5%
130 AXP AMERICAN EXPRESS CO COM Financial Services 395.0 $134K 0.09% +95.0 +31.7% $338.25 -1.5%
131 NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 1,716.0 $133K 0.09% $77.43 -0.5%
132 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 4,605.0 $131K 0.09% NEW $28.39 -1.2%
133 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 4,398.0 $130K 0.09% +30.0 +0.7% $29.54 -3.4%
134 IJR ISHARES CORE S&P SMALL CAP ETF 873.0 $129K 0.09% -22.0 -2.5% $148.31 -1.8%
135 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 349.0 $129K 0.09% $370.59 -5.3%
136 VGSH VANGUARD SHORT-TERM TREASURY ETF 2,177.0 $127K 0.09% NEW $58.20 -0.3%
137 OKE ONEOK INC NEW COM Energy 1,421.0 $124K 0.08% $86.94 +9.0%
138 TT TRANE TECHNOLOGIES PLC SHS Industrials 250.0 $123K 0.08% $491.16 -8.6%
139 PAYX PAYCHEX INC COM Industrials 1,240.0 $122K 0.08% $98.30 +29.2%
140 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,370.0 $119K 0.08% +30.0 +1.3% $50.37 -0.5%
Page 7 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%