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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 22 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VLO VALERO ENERGY CORP COM Energy 19.0 $5K 0.00% NEW $260.42 +16.7%
422 DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND 106.0 $5K 0.00% NEW $46.18 +1.0%
423 WAT WATERS CORP COM Healthcare 13.0 $5K 0.00% NEW $375.08 +1.7%
424 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 181.0 $5K 0.00% NEW $26.66 -4.0%
425 VV VANGUARD LARGE-CAP ETF 14.0 $5K 0.00% NEW $343.93 -1.7%
426 AFL AFLAC INC COM Financial Services 41.0 $5K 0.00% NEW $117.24 +10.6%
427 ABNB AIRBNB INC COM CL A Consumer Cyclical 33.0 $5K 0.00% NEW $143.09 +7.6%
428 SPG SIMON PPTY GROUP INC NEW COM Real Estate 21.0 $5K 0.00% NEW $223.67 +6.0%
429 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 12.0 $5K 0.00% NEW $386.75 -1.8%
430 JBL JABIL INC COM Technology 12.0 $5K 0.00% NEW $385.50 -25.1%
431 MCO MOODYS CORP COM Financial Services 10.0 $5K 0.00% NEW $452.90 +7.1%
432 CORZ CORE SCIENTIFIC INC NEW COM Technology 176.0 $5K 0.00% NEW $25.59 -26.3%
433 SLB SLB LIMITED COM STK Energy 94.0 $4K 0.00% NEW $46.49 +6.3%
434 FISV FISERV INC COM Technology 89.0 $4K 0.00% NEW $49.04 +13.4%
435 AME AMETEK INC COM Industrials 18.0 $4K 0.00% NEW $241.94 -2.8%
436 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 35.0 $4K 0.00% NEW $124.43 +39.6%
437 RBLX ROBLOX CORP CL A Technology 80.0 $4K 0.00% NEW $54.38 -8.4%
438 ON ON SEMICONDUCTOR CORP COM Technology 46.0 $4K 0.00% NEW $94.54 -14.8%
439 BKR BAKER HUGHES COMPANY CL A Energy 78.0 $4K 0.00% NEW $55.50 +7.8%
440 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 43.0 $4K 0.00% NEW $100.28 -10.4%
Page 22 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%