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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 33 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ESTC ELASTIC N V ORD SHS Technology 29.0 $2K 0.00% NEW $57.03 +13.0%
642 WY WEYERHAEUSER CO COM NEW Real Estate 69.0 $2K 0.00% NEW $23.94 +2.1%
643 VNO VORNADO RLTY TR SH BEN INT Real Estate 42.0 $2K 0.00% NEW $39.31 +3.4%
644 XPO XPO INC COM Industrials 8.0 $2K 0.00% NEW $205.25 -2.8%
645 NTRA NATERA INC COM Healthcare 6.0 $2K 0.00% NEW $271.50 -6.5%
646 FTAI AVIATION LTD SHS 6.0 $2K 0.00% NEW $270.50
647 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 34.0 $2K 0.00% NEW $47.71 +5.7%
648 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 14.0 $2K 0.00% NEW $114.21 +4.2%
649 PSA PUBLIC STORAGE COM Real Estate 5.0 $2K 0.00% NEW $318.40 +3.5%
650 CASY CASEYS GEN STORES INC COM Consumer Cyclical 2.0 $2K 0.00% NEW $795.00 +9.1%
651 NTNX NUTANIX INC CL A Technology 31.0 $2K 0.00% NEW $50.97 +16.9%
652 MSTR STRATEGY INC CL A NEW Technology 18.0 $2K 0.00% NEW $86.94 +7.3%
653 TEAM ATLASSIAN CORPORATION CL A Technology 20.0 $2K 0.00% NEW $77.80 +34.0%
654 ZM ZOOM COMMUNICATIONS INC CL A Technology 18.0 $2K 0.00% NEW $86.33 +7.0%
655 AFRM AFFIRM HLDGS INC COM CL A Technology 19.0 $2K 0.00% NEW $81.53 -14.0%
656 XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 31.0 $2K 0.00% NEW $49.19 -12.1%
657 ES EVERSOURCE ENERGY COM Utilities 21.0 $2K 0.00% NEW $72.29 +3.5%
658 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 9.0 $2K 0.00% NEW $168.56 +7.3%
659 ALV AUTOLIV INC COM Consumer Cyclical 13.0 $2K 0.00% NEW $116.15 +7.4%
660 TREX TREX INC COM Industrials 30.0 $2K 0.00% NEW $50.03 -15.3%
Page 33 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%