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Portfolio (Quarterly) Guide ↗

Comprehensive Financial Planning, Inc./PA

· CIK 0002044855
13F Portfolio $188M AUM 427 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 59 New 101 Added 57 Reduced 19 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 36,110.0 $3.3M 1.76% NEW $91.64 -0.1%
2 SAMT STRATEGAS MACRO THEMATICOPPORTUNITIES ETF 21,968.0 $1.0M 0.56% NEW $47.73 -8.1%
3 WISDOMTREE QUANTUM COMPUTING FUND 20,551.0 $777K 0.41% NEW $37.81
4 FFTY CAPFORCE IBD 50 ETF 13,065.0 $569K 0.30% NEW $43.55 -12.6%
5 ENVA ENOVA INTL INC Financial Services 1,940.0 $467K 0.25% NEW $240.73 +9.6%
6 BELFB BEL FUSE INC CLASS B Technology 1,392.0 $464K 0.25% NEW $333.04 -10.5%
7 BE BLOOM ENERGY CORP CLASS A Industrials 1,511.0 $457K 0.24% NEW $302.70 -23.3%
8 ATRO ASTRONICS CORP Industrials 5,547.0 $451K 0.24% NEW $81.26 +14.5%
9 PDFS PDF SOLUTIONS INC Technology 5,952.0 $421K 0.23% NEW $70.79 -25.4%
10 XMTR XOMETRY INC CLASS A Industrials 4,288.0 $414K 0.22% NEW $96.52 -7.0%
11 MTZ MASTEC INC Industrials 982.0 $409K 0.22% NEW $416.06 -27.3%
12 APH AMPHENOL CORP NEW CLASS A Technology 2,226.0 $392K 0.21% NEW $176.32 -3.1%
13 DY DYCOM INDS INC Industrials 758.0 $383K 0.20% NEW $505.59 -14.4%
14 BTSG BRIGHTSPRING HEALTH SVCS Healthcare 5,378.0 $375K 0.20% NEW $69.74 -13.4%
15 RBC RBC BEARINGS INC Industrials 569.0 $366K 0.20% NEW $644.06 -13.4%
16 FROG JFROG LTD F Technology 3,997.0 $363K 0.19% NEW $90.88 +4.1%
17 FIX COMFORT SYS USA INC Industrials 175.0 $347K 0.18% NEW $1981.95 -5.1%
18 OSCR OSCAR HEALTH INC CLASS A Healthcare 10,832.0 $309K 0.17% NEW $28.52 +10.6%
19 SPACE EX TECH SPACEX CLASS A 896.0 $153K 0.08% NEW $170.86
20 SNEX STONEX GROUP INC Financial Services 1,237.0 $147K 0.08% NEW $118.50 -42.3%
Page 1 of 3  ·  59 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 60.6%
Financial Services 10.9%
Industrials 7.9%
Communication Services 7.1%
Consumer Cyclical 6.4%
Consumer Defensive 3.5%
Healthcare 1.5%
Energy 1.1%
Utilities 1.0%
Basic Materials 0.1%