Portfolio (Quarterly) Guide ↗

Center for Financial Planning, Inc.

· CIK 0001803557

13F Portfolio $1.1B AUM 669 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 33 New 64 Added 100 Reduced 24 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	CALY	CALLAWAY GOLF CO	Consumer Cyclical	120	$2K	—	SOLD
22	RIG	TRANSOCEAN LTD	Energy	130	$862.0	—	SOLD
23	UAA	UNDER ARMOUR INC	Consumer Cyclical	40	$237.0	—	SOLD
24	METCB	RAMACO RES INC	—	17	$174.0	—	SOLD

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Sector Allocation

Technology 26.6%

Financial Services 16.1%

Healthcare 15.5%

Consumer Cyclical 10.0%

Industrials 9.2%

Consumer Defensive 8.2%

Energy 4.3%

Utilities 4.2%

Communication Services 3.6%

Real Estate 1.2%