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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 9,403.0 $1.1M 0.27% -187.0 -1.9% $120.29 -0.6%
22 LQD ISHARES TR 9,956.0 $1.1M 0.26% -6K -36.4% $109.00 -0.1%
23 DFCF DIMENSIONAL ETF TRUST 25,685.0 $1.1M 0.25% -15K -36.9% $42.22 -0.4%
24 HON HONEYWELL INTL INC Industrials 4,565.0 $1.0M 0.24% -568.0 -11.1% $226.03 -1.6%
25 HELO J P MORGAN EXCHANGE TRADED F 16,017.0 $1.0M 0.24% -165.0 -1.0% $63.91 +5.2%
26 DFIP DIMENSIONAL ETF TRUST 24,471.0 $1.0M 0.24% -16K -39.5% $41.72 -1.6%
27 CALF PACER FDS TR 21,242.0 $953K 0.22% -9K -29.9% $44.87 +9.5%
28 BTI BRITISH AMERN TOB PLC Consumer Defensive 16,000.0 $936K 0.22% -6K -26.3% $58.47 +3.9%
29 RPV INVESCO EXCHANGE TRADED FD T 8,406.0 $903K 0.21% -1K -13.6% $107.39 +5.4%
30 AMZN AMAZON COM INC Consumer Cyclical 4,080.0 $850K 0.20% -2K -31.8% $208.27 +12.4%
31 GM GENERAL MTRS CO Consumer Cyclical 10,899.0 $812K 0.19% -1K -10.8% $74.50 +6.0%
32 OGE OGE ENERGY CORP Utilities 15,716.0 $754K 0.18% -987.0 -5.9% $47.96 +0.9%
33 ET ENERGY TRANSFER L P Energy 38,702.0 $747K 0.17% -4K -9.9% $19.30 -0.4%
34 EIX EDISON INTL Utilities 9,519.0 $697K 0.16% -961.0 -9.2% $73.18 -0.3%
35 AOA ISHARES TR 7,354.0 $651K 0.15% -898.0 -10.9% $88.49 +9.2%
36 APOS APOLLO GLOBAL MGMT INC Financial Services 5,512.0 $614K 0.14% -162.0 -2.9% $111.41 -77.3%
37 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 14,915.0 $548K 0.13% -2K -13.0% $36.75 +6.5%
38 EMR EMERSON ELEC CO Industrials 4,010.0 $525K 0.12% -608.0 -13.2% $131.02 +9.2%
39 LMT LOCKHEED MARTIN CORP Industrials 795.0 $480K 0.11% -91.0 -10.3% $604.16 -16.6%
40 SLVR SPROTT FDS TR 8,000.0 $473K 0.11% -2K -20.0% $59.18 -15.7%
Page 2 of 3  ·  51 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%