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Portfolio (Quarterly) Guide ↗

Planning Strategies Inc.

· CIK 0002139665
13F Portfolio $160M AUM 1,069 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1068 New
Page 20 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 47.0 $7K 0.00% NEW $146.40 -7.9%
382 IRIDIUM COMMUNICATIONS INC COM 125.0 $7K 0.00% NEW $54.91
383 EXC EXELON CORP COM Utilities 146.0 $7K 0.00% NEW $46.62 +1.2%
384 BITU PROSHARES ULTRA BITCOIN ETF 831.0 $7K 0.00% NEW $8.12 +15.0%
385 FDMT 4D MOLECULAR THERAPEUTICS INC COM Healthcare 502.0 $7K 0.00% NEW $13.30 -28.5%
386 PPG PPG INDS INC COM Basic Materials 55.0 $7K 0.00% NEW $121.29 -8.0%
387 COP CONOCOPHILLIPS COM Energy 64.0 $7K 0.00% NEW $103.95 +13.9%
388 FORTINET INC COM 42.0 $6K 0.00% NEW $153.62
389 CMCSA COMCAST CORP NEW CL A Communication Services 261.0 $6K 0.00% NEW $24.55 +0.1%
390 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 500.0 $6K 0.00% NEW $12.76 +19.7%
391 FCX FREEPORT MCMORAN INC CL B Basic Materials 101.0 $6K 0.00% NEW $62.89 -6.3%
392 COHR COHERENT CORP COM Technology 16.0 $6K 0.00% NEW $394.50 -43.4%
393 SYK STRYKER CORPORATION COM Healthcare 20.0 $6K 0.00% NEW $314.85 +11.4%
394 TER TERADYNE INC COM Technology 13.0 $6K 0.00% NEW $483.85 -31.2%
395 SBUX STARBUCKS CORP COM Consumer Cyclical 61.0 $6K 0.00% NEW $102.20 +2.0%
396 USB US BANCORP COM NEW Financial Services 103.0 $6K 0.00% NEW $60.40 +5.2%
397 APP APPLOVIN CORP COM CL A Technology 12.0 $6K 0.00% NEW $515.25 -22.1%
398 QQQM INVESCO NASDAQ 100 ETF 20.0 $6K 0.00% NEW $303.75 -9.5%
399 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 75.0 $6K 0.00% NEW $78.28 -14.9%
400 SYF SYNCHRONY FINANCIAL COM Financial Services 77.0 $6K 0.00% NEW $76.05 -0.1%
Page 20 of 54  ·  1,068 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
Technology 44.4%
Energy 12.5%
Financial Services 10.7%
Communication Services 6.8%
Consumer Cyclical 5.4%
Industrials 5.3%
Healthcare 5.1%
Consumer Defensive 3.4%
Utilities 3.2%
Real Estate 2.1%