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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 8 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ILTB ISHARES CORE 10 YEAR USD BOND ETF 2,362.0 $116K 0.08% -1K -32.5% $49.25 -3.7%
142 PEP PEPSICO INC COM Consumer Defensive 839.0 $114K 0.08% $135.47 +4.1%
143 HD HOME DEPOT INC COM Consumer Cyclical 322.0 $113K 0.08% -26.0 -7.5% $352.26 -6.3%
144 PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 2,583.0 $112K 0.07% $43.23 +1.9%
145 SLF SUN LIFE FINANCIAL INC. COM Financial Services 1,333.0 $105K 0.07% $78.42 +0.4%
146 SOXX ISHARES SEMICONDUCTOR ETF 163.0 $104K 0.07% +70.0 +75.3% $640.87 -20.6%
147 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 1,376.0 $104K 0.07% $75.88 -3.5%
148 ILCV ISHARES MORNINGSTAR VALUE ETF 1,030.0 $104K 0.07% $101.24 +7.4%
149 UBS UBS GROUP AG SHS Financial Services 2,096.0 $104K 0.07% $49.56 +10.8%
150 PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 2,387.0 $103K 0.07% $43.06 +2.0%
151 GEV GE VERNOVA INC COM Utilities 87.0 $102K 0.07% $1175.14 -22.4%
152 ANET ARISTA NETWORKS INC COM SHS Technology 566.0 $96K 0.06% NEW $169.88 +15.0%
153 VHT VANGUARD HEALTH CARE ETF 318.0 $95K 0.06% $299.01 +7.3%
154 VMC VULCAN MATLS CO COM Basic Materials 322.0 $95K 0.06% $295.25 -7.0%
155 IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 832.0 $95K 0.06% +27.0 +3.4% $114.07 -0.2%
156 KMI KINDER MORGAN INC DEL COM Energy 2,941.0 $94K 0.06% +21.0 +0.7% $31.97 -1.3%
157 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 1,775.0 $94K 0.06% $52.76 +5.1%
158 PANW PALO ALTO NETWORKS INC COM Technology 270.0 $92K 0.06% NEW $341.02 +9.0%
159 MQY BLACKROCK MUNIYILD QULT FD INC COM Financial Services 7,927.0 $92K 0.06% $11.60 -4.6%
160 BRHY ISHARES HIGH YIELD ACTIVE ETF 1,770.0 $90K 0.06% +100.0 +6.0% $51.06 -0.0%
Page 8 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%