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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 21 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NEM NEWMONT CORP COM Basic Materials 61.0 $6K 0.00% NEW $93.39 -3.4%
402 CSX CSX CORP COM Industrials 118.0 $6K 0.00% NEW $47.53 +6.2%
403 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 15.0 $6K 0.00% NEW $370.60 +2.1%
404 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 86.0 $6K 0.00% NEW $64.49 -2.0%
405 BRO BROWN & BROWN INC COM Financial Services 86.0 $6K 0.00% NEW $64.15 +17.1%
406 PAYX PAYCHEX INC COM Industrials 56.0 $6K 0.00% NEW $98.32 +26.0%
407 TV GRUPO TELEVISA S A B SPON ADR REP ORD Communication Services 2,000.0 $5K 0.00% NEW $2.71 +2.4%
408 TMUS T-MOBILE US INC COM Communication Services 32.0 $5K 0.00% NEW $167.72 +8.1%
409 ROST ROSS STORES INC COM Consumer Cyclical 25.0 $5K 0.00% NEW $212.84 +18.9%
410 SPACE EXPLORATION TECHN CORP CLASS A COM STK 31.0 $5K 0.00% NEW $170.87
411 USMF WISDOMTREE U.S. MULTIFACTOR FUND 97.0 $5K 0.00% NEW $54.25 -3.6%
412 HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 56.0 $5K 0.00% NEW $93.52 -1.4%
413 JAMES HARDIE INDS PLC ORD SHS 200.0 $5K 0.00% NEW $26.18
414 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 70.0 $5K 0.00% NEW $74.53 +8.4%
415 EQIX EQUINIX INC COM Real Estate 5.0 $5K 0.00% NEW $1042.40 -2.9%
416 ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART Energy 215.0 $5K 0.00% NEW $23.98 +8.6%
417 VIKING HOLDINGS LTD ORD SHS 49.0 $5K 0.00% NEW $104.67
418 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 70.0 $5K 0.00% NEW $73.26 -11.3%
419 DAL DELTA AIR LINES INC COM NEW Industrials 54.0 $5K 0.00% NEW $93.67 -7.3%
420 FDX FEDEX CORP COM Industrials 16.0 $5K 0.00% NEW $313.12 -1.1%
Page 21 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%