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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 30 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 5.0 $2K 0.00% NEW $415.20 +4.6%
582 WCC WESCO INTL INC COM Industrials 6.0 $2K 0.00% NEW $345.50 -10.5%
583 OC OWENS CORNING NEW COM Industrials 13.0 $2K 0.00% NEW $158.92 -14.2%
584 SOFI SOFI TECHNOLOGIES INC COM Financial Services 115.0 $2K 0.00% NEW $17.93 -14.9%
585 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 73.0 $2K 0.00% NEW $28.11 +6.5%
586 TROW PRICE T ROWE GROUP INC COM Financial Services 18.0 $2K 0.00% NEW $113.67 +4.6%
587 MPC MARATHON PETE CORP COM Energy 8.0 $2K 0.00% NEW $255.62 +20.9%
588 IOT SAMSARA INC COM CL A Technology 63.0 $2K 0.00% NEW $32.43 +19.5%
589 DOV DOVER CORP COM Industrials 9.0 $2K 0.00% NEW $224.33 -11.7%
590 PNR PENTAIR PLC SHS Industrials 26.0 $2K 0.00% NEW $76.65 -13.1%
591 BLOCK INC CL A 26.0 $2K 0.00% NEW $76.00
592 CVNA CARVANA CO CL A Consumer Cyclical 30.0 $2K 0.00% NEW $65.83 +0.8%
593 WISDOMTREE QUANTUM COMPUTING FUND 52.0 $2K 0.00% NEW $37.81
594 LEVERAGE SHARES 2X LONG USAR DAILY ETF 168.0 $2K 0.00% NEW $11.67
595 VLTO VERALTO CORP COM SHS Industrials 22.0 $2K 0.00% NEW $88.68 +11.4%
596 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 14.0 $2K 0.00% NEW $139.07 -5.2%
597 IQVIA HLDGS INC COM 10.0 $2K 0.00% NEW $193.20
598 WTFC WINTRUST FINL CORP COM Financial Services 12.0 $2K 0.00% NEW $160.75 -1.0%
599 AEE AMEREN CORP COM Utilities 17.0 $2K 0.00% NEW $113.06 -2.7%
600 ARW ARROW ELECTRS INC COM Technology 9.0 $2K 0.00% NEW $213.44 -3.9%
Page 30 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%