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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 5 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MSFT CALL MICROSOFT CORP COM Technology 400.0 $149K 0.09% NEW $373.02 +5.5%
82 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 2,948.0 $149K 0.09% NEW $50.39 -2.1%
83 CSCO CISCO SYS INC COM Technology 1,252.0 $147K 0.09% NEW $117.46 -1.6%
84 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 1,615.0 $147K 0.09% NEW $90.79 -0.7%
85 RTX RTX CORPORATION COM Industrials 753.0 $143K 0.09% NEW $189.74 +15.2%
86 DIS DISNEY WALT CO COM Communication Services 1,473.0 $142K 0.09% NEW $96.25 +2.7%
87 HSY HERSHEY CO COM Consumer Defensive 796.0 $140K 0.09% NEW $175.45 +4.5%
88 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,628.0 $139K 0.09% NEW $85.49 -2.6%
89 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 3,163.0 $138K 0.09% NEW $43.77 +6.8%
90 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 3,207.0 $134K 0.08% NEW $41.82 +2.2%
91 CALF PACER US SMALL CAP CASH COWS ETF 2,515.0 $127K 0.08% NEW $50.61 +8.5%
92 MCD MCDONALDS CORP COM Consumer Cyclical 470.0 $127K 0.08% NEW $270.31 +1.0%
93 GWRE GUIDEWIRE SOFTWARE INC COM Technology 971.0 $119K 0.07% NEW $123.05 +29.5%
94 USAR USA RARE EARTH INC COM Basic Materials 5,400.0 $117K 0.07% NEW $21.58 -30.8%
95 HWM HOWMET AEROSPACE INC COM Industrials 429.0 $115K 0.07% NEW $268.86 +6.4%
96 VZ VERIZON COMMUNICATIONS INC COM Communication Services 2,647.0 $112K 0.07% NEW $42.34 +11.8%
97 MU MICRON TECHNOLOGY INC COM Technology 96.0 $111K 0.07% NEW $1154.29 -28.9%
98 MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 2,182.0 $110K 0.07% NEW $50.38 -0.2%
99 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 1,200.0 $105K 0.07% NEW $87.88 -0.8%
100 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 355.0 $104K 0.07% NEW $293.18 -0.1%
Page 5 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%