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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 37 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 H HYATT HOTELS CORP COM CL A Consumer Cyclical 6.0 $1K 0.00% NEW $193.83 -4.8%
722 NLR VANECK URANIUM AND NUCLEAR ETF 10.0 $1K 0.00% NEW $116.00 -10.3%
723 EES WISDOMTREE U.S. SMALLCAP FUND 17.0 $1K 0.00% NEW $67.76 +0.0%
724 INVH INVITATION HOMES INC COM Real Estate 38.0 $1K 0.00% NEW $30.21 -0.5%
725 INGR INGREDION INC COM Consumer Defensive 12.0 $1K 0.00% NEW $94.75 +8.6%
726 TECHNIPFMC PLC COM 17.0 $1K 0.00% NEW $66.29
727 FNB F N B CORP COM Financial Services 59.0 $1K 0.00% NEW $19.08 +0.0%
728 CFG CITIZENS FINL GROUP INC COM Financial Services 16.0 $1K 0.00% NEW $70.06 +3.5%
729 MSCI MSCI INC COM Financial Services 2.0 $1K 0.00% NEW $560.00 +4.5%
730 CRWV COREWEAVE INC COM CL A Technology 11.0 $1K 0.00% NEW $99.55 -37.1%
731 GRAL GRAIL INC COM Healthcare 16.0 $1K 0.00% NEW $68.25 -7.7%
732 MUR MURPHY OIL CORP COM Energy 33.0 $1K 0.00% NEW $32.55 +17.6%
733 SMURFIT WESTROCK PLC SHS 23.0 $1K 0.00% NEW $46.26
734 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 5.0 $1K 0.00% NEW $212.60 +12.9%
735 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 13.0 $1K 0.00% NEW $81.15 -3.6%
736 HPQ HP INC COM Technology 48.0 $1K 0.00% NEW $21.94 +29.8%
737 OVV OVINTIV INC COM Energy 20.0 $1K 0.00% NEW $52.65 +16.0%
738 PCTY PAYLOCITY HLDG CORP COM Technology 10.0 $1K 0.00% NEW $104.50 +39.3%
739 VUG VANGUARD GROWTH ETF 12.0 $1K 0.00% NEW $86.17 -4.2%
740 NVT NVENT ELEC PLC SHS Industrials 6.0 $1K 0.00% NEW $169.67 -21.5%
Page 37 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%