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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 7 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEM NEWMONT CORP Basic Materials 5,000.0 $541K 0.13% $108.25 -9.6%
122 EMR EMERSON ELEC CO Industrials 4,010.0 $525K 0.12% -608.0 -13.2% $131.02 +9.2%
123 COIN COINBASE GLOBAL INC Financial Services 2,997.0 $523K 0.12% NEW $174.61 -9.4%
124 MLPX GLOBAL X FDS 7,000.0 $518K 0.12% $73.94 +0.4%
125 SPDW SPDR INDEX SHS FDS 10,956.0 $500K 0.12% +706.0 +6.9% $45.65 +8.7%
126 IVW ISHARES TR 4,364.0 $494K 0.12% +2K +128.8% $113.11 +18.2%
127 E ENI SPA Energy 8,500.0 $481K 0.11% NEW $56.61 -13.9%
128 LMT LOCKHEED MARTIN CORP Industrials 795.0 $480K 0.11% -91.0 -10.3% $604.16 -16.6%
129 VUG VANGUARD INDEX FDS 1,097.0 $479K 0.11% +94.0 +9.4% $436.92 -80.8%
130 SLVR SPROTT FDS TR 8,000.0 $473K 0.11% -2K -20.0% $59.18 -15.7%
131 NZF NUVEEN MUN CR INCOME FD Financial Services 38,665.0 $471K 0.11% $12.18 +3.7%
132 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 8,189.0 $462K 0.11% -1K -14.2% $56.45 -12.0%
133 SHEL SHELL PLC Energy 4,906.0 $456K 0.11% $93.00 -14.5%
134 LNG CHENIERE ENERGY INC Energy 1,472.0 $418K 0.10% NEW $283.82 -17.5%
135 CIBR FIRST TR EXCHANGE-TRADED FD 6,595.0 $413K 0.10% -1K -16.3% $62.68 +34.4%
136 PEP PEPSICO INC Consumer Defensive 2,630.0 $408K 0.10% +19.0 +0.7% $155.32 -8.5%
137 VYM VANGUARD WHITEHALL FDS 2,695.0 $399K 0.09% +959.0 +55.2% $148.12 +6.8%
138 AOM ISHARES TR 8,390.0 $397K 0.09% -1K -12.6% $47.37 +4.5%
139 BKLN INVESCO EXCH TRADED FD TR II 19,064.0 $389K 0.09% NEW $20.41 -0.3%
140 BSX BOSTON SCIENTIFIC CORP Healthcare 6,031.0 $378K 0.09% -1K -14.3% $62.75 -27.3%
Page 7 of 12  ·  229 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%