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Portfolio (Quarterly) Guide ↗

Ignite Planners, LLC

· CIK 0001849348
13F Portfolio $647.6B AUM 393 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 180 Added 115 Reduced 29 Exited
Page 8 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BK BANK NEW YORK MELLON CORP Financial Services 3,108.0 $370K 0.06% +174.0 +5.9% $119.20 +13.3%
142 UNH UNITEDHEALTH GROUP INC Healthcare 1,347.0 $365K 0.06% +98.0 +7.8% $270.99 +47.3%
143 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,109.0 $363K 0.06% +93.0 +9.2% $327.07 +8.1%
144 VRT VERTIV HOLDINGS CO Industrials 1,409.0 $353K 0.06% +154.0 +12.3% $250.58 +50.1%
145 CPER UNITED STS COMMODITY INDEX F Financial Services 10,143.0 $349K 0.05% +523.0 +5.4% $34.43 +10.8%
146 CMI CUMMINS INC Industrials 632.0 $342K 0.05% +26.0 +4.3% $540.57 +32.5%
147 LOW LOWES COS INC Consumer Cyclical 1,481.0 $335K 0.05% +13.0 +0.9% $225.99 -1.1%
148 FN FABRINET Technology 639.0 $333K 0.05% +49.0 +8.3% $520.70 +43.4%
149 MRSH MARSH & MCLENNAN COS INC Financial Services 1,908.0 $331K 0.05% +190.0 +11.1% $173.27 -7.6%
150 DIA STATE STR SPDR DOW JONES IND Financial Services 711.0 $329K 0.05% +20.0 +2.9% $463.21 +6.9%
151 VRTX VERTEX PHARMACEUTICALS INC Healthcare 732.0 $327K 0.05% +65.0 +9.8% $446.54 +0.9%
152 SPOT SPOTIFY TECHNOLOGY S A Communication Services 674.0 $327K 0.05% +74.0 +12.3% $484.91 -10.8%
153 MELI MERCADOLIBRE INC Consumer Cyclical 185.0 $320K 0.05% +1.0 +0.5% $1729.02 -7.0%
154 HWM HOWMET AEROSPACE INC Industrials 1,377.0 $317K 0.05% +132.0 +10.6% $230.12 +18.4%
155 CRM SALESFORCE INC Technology 1,632.0 $305K 0.05% +93.0 +6.0% $186.69 -10.2%
156 XBI SPDR SERIES TRUST 2,362.0 $302K 0.05% +15.0 +0.6% $127.73 +2.3%
157 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 12,406.0 $292K 0.04% +606.0 +5.1% $23.50 +8.2%
158 CDNS CADENCE DESIGN SYSTEM INC Technology 1,032.0 $286K 0.04% +91.0 +9.7% $277.33 +25.2%
159 EMR EMERSON ELEC CO Industrials 2,174.0 $285K 0.04% +177.0 +8.9% $131.02 +5.2%
160 ADI ANALOG DEVICES INC Technology 862.0 $274K 0.04% +85.0 +10.9% $318.14 +31.2%
Page 8 of 9  ·  180 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 30.3%
Financial Services 23.9%
Consumer Cyclical 8.9%
Communication Services 8.6%
Industrials 7.3%
Consumer Defensive 6.1%
Healthcare 5.9%
Energy 4.0%
Real Estate 2.2%
Utilities 2.1%