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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 8 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSX PHILLIPS 66 Energy 2,064.0 $376K 0.09% NEW $182.18 -6.0%
142 JCPB J P MORGAN EXCHANGE TRADED F 7,940.0 $374K 0.09% +779.0 +10.9% $47.08 -0.5%
143 DINO HF SINCLAIR CORP Energy 5,985.0 $373K 0.09% NEW $62.39 +6.5%
144 KO COCA COLA CO Consumer Defensive 4,852.0 $369K 0.09% +35.0 +0.7% $76.06 +5.1%
145 AZN ASTRAZENECA PLC Healthcare 1,871.0 $369K 0.09% NEW $197.22 -8.6%
146 VDE VANGUARD WORLD FD 2,115.0 $366K 0.09% $173.04 -10.5%
147 ALK ALASKA AIR GROUP INC Industrials 9,737.0 $358K 0.08% -2K -13.9% $36.78 +35.1%
148 TGT TARGET CORP Consumer Defensive 2,898.0 $351K 0.08% $121.20 +11.1%
149 IUSB ISHARES TR 7,583.0 $350K 0.08% NEW $46.19 -0.3%
150 DYNF BLACKROCK ETF TRUST 5,894.0 $343K 0.08% NEW $58.18 +15.1%
151 IEMG ISHARES INC 4,898.0 $342K 0.08% NEW $69.75 +17.3%
152 JBND J P MORGAN EXCHANGE TRADED F 6,321.0 $340K 0.08% +83.0 +1.3% $53.77 -0.8%
153 JAVA J P MORGAN EXCHANGE TRADED F 4,736.0 $340K 0.08% $71.75 +9.9%
154 BBAG J P MORGAN EXCHANGE TRADED F 7,327.0 $338K 0.08% +90.0 +1.2% $46.16 -0.7%
155 EQNR EQUINOR ASA Energy 8,000.0 $338K 0.08% NEW $42.20 -22.7%
156 XLI SELECT SECTOR SPDR TR 2,073.0 $335K 0.08% NEW $161.75 +10.9%
157 BA BOEING CO Industrials 1,682.0 $335K 0.08% +60.0 +3.7% $199.06 +9.7%
158 GBUG SPROTT FDS TR Financial Services 7,300.0 $332K 0.08% +600.0 +9.0% $45.44 -11.8%
159 JGRO J P MORGAN EXCHANGE TRADED F 3,908.0 $330K 0.08% +313.0 +8.7% $84.52 +13.3%
160 ABBV ABBVIE INC Healthcare 1,516.0 $330K 0.08% +201.0 +15.3% $217.49 +7.8%
Page 8 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%