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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 16 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TJX TJX COS INC NEW COM Consumer Cyclical 81.0 $12K 0.01% NEW $151.51 +6.1%
302 KD KYNDRYL HLDGS INC COMMON STOCK Technology 1,085.0 $12K 0.01% NEW $11.31 +18.0%
303 FLOT ISHARES FLOATING RATE BOND ETF 236.0 $12K 0.01% NEW $50.98 +0.1%
304 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 2,045.0 $12K 0.01% NEW $5.83 +3.1%
305 VLUE ISHARES MSCI USA VALUE FACTOR ETF 59.0 $12K 0.01% NEW $199.81 -3.1%
306 PYPL PAYPAL HLDGS INC COM Financial Services 269.0 $12K 0.01% NEW $43.18 +35.1%
307 HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 133.0 $12K 0.01% NEW $86.61 -0.4%
308 IYRI NEOS REAL ESTATE HIGH INCOME ETF 232.0 $11K 0.01% NEW $49.10 +2.5%
309 EQH EQUITABLE HLDGS INC COM Financial Services 253.0 $11K 0.01% NEW $43.88 +12.6%
310 PWR QUANTA SVCS INC COM Industrials 15.0 $11K 0.01% NEW $720.07 -18.3%
311 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 100.0 $11K 0.01% NEW $107.13 +2.4%
312 ETN EATON CORP PLC SHS Industrials 25.0 $11K 0.01% NEW $426.12 -9.4%
313 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 800.0 $11K 0.01% NEW $13.31 +32.0%
314 ATAIBECKLEY INC COM SHS 2,000.0 $11K 0.01% NEW $5.27
315 AXP AMERICAN EXPRESS CO COM Financial Services 31.0 $10K 0.01% NEW $338.26 -0.5%
316 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 104.0 $10K 0.01% NEW $99.29 +4.7%
317 VNQ VANGUARD REAL ESTATE ETF 107.0 $10K 0.01% NEW $96.43 +4.7%
318 CIEN CIENA CORP COM NEW Technology 21.0 $10K 0.01% NEW $490.57 -28.6%
319 SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 120.0 $10K 0.01% NEW $85.67 -1.6%
320 OXY OCCIDENTAL PETE CORP COM Energy 211.0 $10K 0.01% NEW $48.57 +11.0%
Page 16 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%