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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 9 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 188.0 $90K 0.06% $477.57 -12.6%
162 FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 463.0 $90K 0.06% $193.64 -8.2%
163 IEFA ISHARES CORE MSCI EAFE ETF 925.0 $89K 0.06% $96.58 +4.0%
164 LLY ELI LILLY & CO COM Healthcare 74.0 $89K 0.06% $1200.68 -2.3%
165 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 477.0 $88K 0.06% $185.06 -4.3%
166 VTWG VANGUARD RUSSELL 2000 GROWTH ETF 305.0 $88K 0.06% $287.68 -3.8%
167 VB VANGUARD SMALL-CAP ETF 289.0 $88K 0.06% +43.0 +17.5% $303.19 -0.8%
168 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,013.0 $87K 0.06% +666.0 +191.9% $85.49 +2.4%
169 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 3,684.0 $86K 0.06% +340.0 +10.2% $23.44 -0.5%
170 MDT MEDTRONIC PLC SHS Healthcare 1,091.0 $85K 0.06% $78.23 +16.6%
171 D DOMINION ENERGY INC COM Utilities 1,240.0 $85K 0.06% $68.30 -4.1%
172 MSTR STRATEGY INC CL A NEW Technology 965.0 $84K 0.06% +199.0 +26.0% $86.93 +46.5%
173 PSA PUBLIC STORAGE COM Real Estate 257.0 $82K 0.06% +80.0 +45.2% $318.31 -1.5%
174 SPHQ INVESCO S&P 500 QUALITY ETF 897.0 $81K 0.05% $90.10 -4.9%
175 NFLX NETFLIX INC. COM Communication Services 1,121.0 $80K 0.05% $71.40 +14.5%
176 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 1,365.0 $79K 0.05% $57.68 -1.9%
177 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,476.0 $78K 0.05% $53.10 +18.1%
178 BBSI BARRETT BUSINESS SVCS INC COM Industrials 2,175.0 $77K 0.05% $35.52 -3.2%
179 BNS BANK NOVA SCOTIA B C COM Financial Services 888.0 $77K 0.05% $86.84 +6.4%
180 PFE PFIZER INC COM Healthcare 3,193.0 $77K 0.05% -51.0 -1.6% $24.08 +16.1%
Page 9 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%