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Portfolio (Quarterly) Guide ↗

Spectrum Planning & Advisory Services Inc.

· CIK 0001725394
13F Portfolio $202M AUM 114 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 32 Added 48 Reduced 11 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HEFA ISHARES TR 14,546.0 $618K 0.31% -89.0 -0.6% $42.49 +7.3%
22 IYW ISHARES TR 3,280.0 $595K 0.29% -790.0 -19.4% $181.45 +35.0%
23 BLACKROCK ETF TRUST 8,413.0 $590K 0.29% -489.0 -5.5% $70.14
24 CAT CATERPILLAR INC Industrials 816.0 $578K 0.29% -37.0 -4.3% $708.83 +27.6%
25 XLG INVESCO EXCHANGE TRADED FD T 9,239.0 $504K 0.25% -1K -10.0% $54.55 +16.5%
26 EFG ISHARES TR 4,263.0 $475K 0.23% -1K -21.0% $111.37 +9.9%
27 UNH UNITEDHEALTH GROUP INC Healthcare 1,744.0 $472K 0.23% -22.0 -1.2% $270.65 +41.0%
28 SUSC ISHARES TR 19,561.0 $453K 0.22% -1K -5.2% $23.14 -0.1%
29 HD HOME DEPOT INC Consumer Cyclical 1,300.0 $428K 0.21% -37.0 -2.8% $328.98 -3.3%
30 EAGG ISHARES TR 8,606.0 $409K 0.20% -381.0 -4.2% $47.55 -0.5%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 408.0 $406K 0.20% -17.0 -4.0% $996.08 +1.2%
32 DSI ISHARES TR 3,279.0 $397K 0.20% -201.0 -5.8% $121.19 +17.1%
33 INRO BLACKROCK ETF TRUST 12,711.0 $390K 0.19% -79K -86.2% $30.70 +17.6%
34 USXF ISHARES TR 6,820.0 $376K 0.19% -370.0 -5.2% $55.20 +21.0%
35 SPSM SPDR SERIES TRUST 7,462.0 $361K 0.18% -273.0 -3.5% $48.32 +12.3%
36 SHW SHERWIN WILLIAMS CO Basic Materials 1,041.0 $334K 0.17% -17.0 -1.6% $320.49 -2.9%
37 AMGN AMGEN INC Healthcare 916.0 $322K 0.16% -75.0 -7.6% $352.00 -3.5%
38 ESGU ISHARES TR 2,255.0 $319K 0.16% -127.0 -5.3% $141.41 +15.6%
39 CRM SALESFORCE INC Technology 1,671.0 $312K 0.15% -31.0 -1.8% $186.70 -3.9%
40 HON HONEYWELL INTL INC Industrials 1,201.0 $272K 0.13% -75.0 -5.9% $226.08 +3.1%
Page 2 of 3  ·  48 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
Financial Services 26.3%
Technology 21.0%
Industrials 16.7%
Consumer Cyclical 16.3%
Healthcare 10.4%
Communication Services 4.6%
Consumer Defensive 2.5%
Basic Materials 1.3%
Energy 1.0%