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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 29 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FANG DIAMONDBACK ENERGY INC COM Energy 13.0 $2K 0.00% NEW $175.77 +13.3%
562 PODD INSULET CORP COM Healthcare 15.0 $2K 0.00% NEW $152.27 +12.1%
563 LFUS LITTELFUSE INC COM Technology 5.0 $2K 0.00% NEW $455.40 -9.9%
564 URI UNITED RENTALS INC COM Industrials 2.0 $2K 0.00% NEW $1133.00 -3.7%
565 DGICA DONEGAL GROUP INC CL A Financial Services 120.0 $2K 0.00% NEW $18.86 +2.4%
566 AXON AXON ENTERPRISE INC COM Industrials 4.0 $2K 0.00% NEW $560.50 -5.2%
567 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 16.0 $2K 0.00% NEW $136.94 +16.3%
568 ANGLOGOLD ASHANTI PLC COM SHS 27.0 $2K 0.00% NEW $80.89
569 INDS PACER INDUSTRIAL REAL ESTATE ETF 54.0 $2K 0.00% NEW $40.20 +6.1%
570 XEL XCEL ENERGY INC COM Utilities 27.0 $2K 0.00% NEW $80.30 +0.0%
571 MRSH MARSH & MCLENNAN COS INC COM Financial Services 13.0 $2K 0.00% NEW $166.69 +18.5%
572 WAB WABTEC COM Industrials 8.0 $2K 0.00% NEW $269.62 +13.4%
573 DLR DIGITAL RLTY TR INC COM Real Estate 12.0 $2K 0.00% NEW $179.58 +4.8%
574 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 27.0 $2K 0.00% NEW $79.22 +0.5%
575 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 9.0 $2K 0.00% NEW $237.33 -4.7%
576 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 22.0 $2K 0.00% NEW $96.86 +3.1%
577 EQT EQT CORP COM Energy 40.0 $2K 0.00% NEW $53.17 -1.1%
578 IDXX IDEXX LABS INC COM Healthcare 4.0 $2K 0.00% NEW $526.50 +8.2%
579 HUBB HUBBELL INC COM Industrials 4.0 $2K 0.00% NEW $523.25 -11.9%
580 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 8.0 $2K 0.00% NEW $261.38 +21.0%
Page 29 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%