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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 38 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TXT TEXTRON INC COM Industrials 11.0 $1K 0.00% NEW $91.73 -5.7%
742 MDB MONGODB INC CL A Technology 3.0 $1K 0.00% NEW $336.00 -5.0%
743 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 30.0 $998.0 0.00% NEW $33.27 +0.9%
744 DLTR DOLLAR TREE INC COM Consumer Defensive 8.0 $968.0 0.00% NEW $121.00 +5.8%
745 RBRK RUBRIK INC. CL A Technology 12.0 $963.0 0.00% NEW $80.25 -11.0%
746 QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND 21.0 $962.0 0.00% NEW $45.81 -0.8%
747 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 20.0 $954.0 0.00% NEW $47.70 +7.4%
748 PKG PACKAGING CORP AMER COM Consumer Cyclical 4.0 $953.0 0.00% NEW $238.25 +4.8%
749 UAL UNITED AIRLS HLDGS INC COM Industrials 7.0 $952.0 0.00% NEW $136.00 -11.0%
750 RNR RENAISSANCERE HLDGS LTD COM Financial Services 3.0 $951.0 0.00% NEW $317.00 +5.0%
751 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 10.0 $951.0 0.00% NEW $95.10
752 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 18.0 $948.0 0.00% NEW $52.67 +14.3%
753 CBRE CBRE GROUP INC CL A Real Estate 7.0 $943.0 0.00% NEW $134.71 +12.2%
754 CINF CINCINNATI FINL CORP COM Financial Services 5.0 $926.0 0.00% NEW $185.20 -2.7%
755 IVZ INVESCO LTD SHS Financial Services 35.0 $924.0 0.00% NEW $26.40 +6.4%
756 LAZ LAZARD INC COM Financial Services 22.0 $923.0 0.00% NEW $41.95 -2.1%
757 VRNS VARONIS SYS INC COM Technology 22.0 $923.0 0.00% NEW $41.95 -3.5%
758 PTC PTC INC COM Technology 8.0 $909.0 0.00% NEW $113.62 +13.8%
759 IT GARTNER INC COM Technology 7.0 $907.0 0.00% NEW $129.57 +26.1%
760 CLH CLEAN HARBORS INC COM Industrials 3.0 $896.0 0.00% NEW $298.67 +9.1%
Page 38 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%