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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTI VANGUARD INDEX FDS 1,032.0 $331K 0.16% $320.92 +15.2%
82 AMGN AMGEN INC Healthcare 916.0 $322K 0.16% -75.0 -7.6% $352.00 -3.9%
83 ESGU ISHARES TR 2,255.0 $319K 0.16% -127.0 -5.3% $141.41 +15.9%
84 JNJ JOHNSON & JOHNSON Healthcare 1,291.0 $315K 0.16% +19.0 +1.5% $244.38 -5.2%
85 TRV TRAVELERS COMPANIES INC Financial Services 1,071.0 $312K 0.15% +6.0 +0.6% $291.66 +3.3%
86 CRM SALESFORCE INC Technology 1,671.0 $312K 0.15% -31.0 -1.8% $186.70 -4.4%
87 MGK VANGUARD WORLD FD 848.0 $312K 0.15% $367.54 -75.6%
88 BKNG BOOKING HOLDINGS INC Consumer Cyclical 73.0 $309K 0.15% $4227.30 -96.0%
89 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,650.0 $307K 0.15% NEW $35.44 -5.0%
90 SYSB ISHARES TR 3,318.0 $295K 0.15% +634.0 +23.6% $89.00 -0.5%
91 ICSH ISHARES TR 5,477.0 $277K 0.14% NEW $50.62 -0.1%
92 HON HONEYWELL INTL INC Industrials 1,201.0 $272K 0.13% -75.0 -5.9% $226.08 +3.0%
93 SPMD SPDR SERIES TRUST 4,584.0 $271K 0.13% $59.22 +10.4%
94 TFLO ISHARES TR 5,280.0 $267K 0.13% -3K -35.5% $50.63 -0.0%
95 CLOA BLACKROCK ETF TRUST II 5,060.0 $262K 0.13% NEW $51.83 +0.3%
96 GOOG ALPHABET INC Communication Services 906.0 $260K 0.13% $286.96 +34.8%
97 CVX CHEVRON CORPORATION Energy 1,236.0 $256K 0.13% NEW $206.94 -11.7%
98 GOOGL ALPHABET INC Communication Services 889.0 $256K 0.13% $287.69 +35.9%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 1,039.0 $252K 0.12% +51.0 +5.2% $242.32 +5.6%
100 PG PROCTER & GAMBLE CO Consumer Defensive 1,697.0 $245K 0.12% -42.0 -2.4% $144.46 +2.3%
Page 5 of 6  ·  114 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%