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Portfolio (Quarterly) Guide ↗

Plan Group Financial, LLC

· CIK 0001940033
13F Portfolio $426M AUM 232 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 103 Added 51 Reduced 16 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 47,331.0 $4.8M 1.12% NEW $100.66 -0.1%
2 XLE SELECT SECTOR SPDR TR 56,670.0 $3.5M 0.81% NEW $61.26 -11.5%
3 FITB FIFTH THIRD BANCORP Financial Services 61,051.0 $2.8M 0.67% NEW $46.46 +16.3%
4 SPYI NEOS ETF TRUST 17,150.0 $847K 0.20% NEW $49.37 +6.2%
5 CNQ CANADIAN NAT RES LTD MED TER Energy 15,000.0 $731K 0.17% NEW $48.73 -15.9%
6 CRAK VANECK ETF TRUST 13,000.0 $642K 0.15% NEW $49.40 -8.9%
7 JIRE J P MORGAN EXCHANGE TRADED F 7,307.0 $553K 0.13% NEW $75.74 +7.4%
8 COIN COINBASE GLOBAL INC Financial Services 2,997.0 $523K 0.12% NEW $174.61 -7.4%
9 E ENI SPA Energy 8,500.0 $481K 0.11% NEW $56.61 -13.4%
10 LNG CHENIERE ENERGY INC Energy 1,472.0 $418K 0.10% NEW $283.82 -18.1%
11 BKLN INVESCO EXCH TRADED FD TR II 19,064.0 $389K 0.09% NEW $20.41 -0.3%
12 PSX PHILLIPS 66 Energy 2,064.0 $376K 0.09% NEW $182.18 -7.1%
13 DINO HF SINCLAIR CORP Energy 5,985.0 $373K 0.09% NEW $62.39 +4.2%
14 AZN ASTRAZENECA PLC Healthcare 1,871.0 $369K 0.09% NEW $197.22 -8.7%
15 IUSB ISHARES TR 7,583.0 $350K 0.08% NEW $46.19 -0.3%
16 DYNF BLACKROCK ETF TRUST 5,894.0 $343K 0.08% NEW $58.18 +14.9%
17 IEMG ISHARES INC 4,898.0 $342K 0.08% NEW $69.75 +17.5%
18 EQNR EQUINOR ASA Energy 8,000.0 $338K 0.08% NEW $42.20 -22.7%
19 XLI SELECT SECTOR SPDR TR 2,073.0 $335K 0.08% NEW $161.75 +10.5%
20 GDX VANECK ETF TRUST 3,172.0 $291K 0.07% NEW $91.77 -14.8%
Page 1 of 3  ·  43 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 33.1%
Energy 14.8%
Technology 13.8%
Utilities 10.3%
Consumer Defensive 8.0%
Communication Services 5.1%
Real Estate 5.1%
Healthcare 4.7%
Consumer Cyclical 2.7%
Industrials 2.2%