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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 51 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 APA APA CORPORATION COM Energy 5.0 $163.0 NEW $32.60 +7.1%
1002 PCOR PROCORE TECHNOLOGIES INC COM Technology 4.0 $162.0 NEW $40.50 +20.6%
1003 APPF APPFOLIO INC COM CL A Technology 1.0 $160.0 NEW $160.00 +11.4%
1004 FACTORIAL ENERGY INC COM CL A 14.0 $155.0 NEW $11.07
1005 NFG NATIONAL FUEL GAS CO COM Energy 2.0 $154.0 NEW $77.00 +5.7%
1006 MTCH MATCH GROUP INC NEW COM Communication Services 4.0 $152.0 NEW $38.00 +3.4%
1007 SCI SERVICE CORP INTL COM Consumer Cyclical 2.0 $152.0 NEW $76.00 +11.8%
1008 STAG STAG INDUSTRIAL INC COM Real Estate 4.0 $152.0 NEW $38.00 +6.9%
1009 AES AES CORP COM Utilities 10.0 $147.0 NEW $14.70 +0.9%
1010 SNAP SNAP INC CL A Communication Services 33.0 $147.0 NEW $4.45 +7.1%
1011 QUBT QUANTUM COMPUTING INC COM Technology 15.0 $146.0 NEW $9.73 -20.7%
1012 GPN GLOBAL PMTS INC COM Industrials 2.0 $145.0 NEW $72.50 +20.6%
1013 FCEL FUELCELL ENERGY INC COM NEW Industrials 4.0 $144.0 NEW $36.00 -45.4%
1014 CVLT COMMVAULT SYS INC COM Technology 1.0 $142.0 NEW $142.00 -15.5%
1015 TECH BIO-TECHNE CORP COM Healthcare 2.0 $141.0 NEW $70.50 +1.6%
1016 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 1.0 $140.0 NEW $140.00 +3.5%
1017 ALLE ALLEGION PLC ORD SHS Industrials 1.0 $140.0 NEW $140.00 +15.2%
1018 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 18.0 $139.0 NEW $7.72 +27.9%
1019 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 4.0 $139.0 NEW $34.75 -15.6%
1020 FFIN FIRST FINL BANKSHARES INC COM Financial Services 4.0 $138.0 NEW $34.50 +2.1%
Page 51 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%