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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES 151.0 $55K 0.03% NEW $366.07 -2.1%
22 DELL DELL TECHNOLOGIES INC CLASS C Technology 100.0 $43K 0.02% NEW $431.46 +8.6%
23 CPB THE CAMPBELL'S CO Consumer Defensive 1,400.0 $31K 0.02% NEW $22.27 +2.6%
24 ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 15.0 $30K 0.02% NEW $1989.47 -9.4%
25 DRAM ROUNDHILL MEMORY ETF 365.0 $27K 0.01% NEW $73.85 -25.4%
26 QUARTERHILL INC F 8,849.0 $15K 0.01% NEW $1.68
27 CARNIVAL CORP LTD F 500.0 $14K 0.01% NEW $28.57
28 DG DOLLAR GEN CORP NEW Consumer Defensive 95.0 $11K 0.01% NEW $115.11 +5.0%
29 CSCO CISCO SYS INC Technology 80.0 $9K 0.01% NEW $117.46 -5.0%
30 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 341.0 $8K 0.00% NEW $22.31 -1.5%
31 PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 106.0 $6K 0.00% NEW $58.15 +6.4%
32 FN FABRINET F Technology 6.0 $3K 0.00% NEW $562.00 -14.1%
33 DAL DELTA AIR LINES INC DEL Industrials 24.0 $2K 0.00% NEW $93.12 -8.0%
34 VEEV VEEVA SYS INC CLASS A Healthcare 10.0 $2K 0.00% NEW $177.50 +36.8%
35 MRVL MARVELL TECHNOLOGY INC Technology 2.0 $596.0 NEW $298.00 -27.5%
36 VRTS VIRTUS INVT PARTNERS INC Financial Services 4.0 $574.0 NEW $143.50 +16.2%
37 AXON AXON ENTERPRISE INC Industrials 1.0 $561.0 NEW $561.00 +10.5%
38 GRAPHITE ONE INC F 642.0 $446.0 NEW $0.69
39 USAR USA RARE EARTH INC CLASS A Basic Materials 20.0 $432.0 NEW $21.60 -14.3%
40 DFTX DEFINIUM THERAPEUTICS F Healthcare 8.0 $376.0 NEW $47.00 -1.7%
Page 2 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%