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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GII STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF 4.0 $303.0 NEW $75.75 -1.1%
42 GLW CORNING INC Technology 1.0 $255.0 NEW $255.00 -36.6%
43 RDW REDWIRE CORP Industrials 20.0 $245.0 NEW $12.25 +2.3%
44 TEM TEMPUS AI INC CLASS A Healthcare 4.0 $232.0 NEW $58.00 -13.7%
45 CODA CODA OCTOPUS GROUP INC Industrials 23.0 $225.0 NEW $9.78 +6.9%
46 RKLB ROCKET LAB CORP CLASS A Industrials 2.0 $203.0 NEW $101.50 -22.6%
47 SKM SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS Communication Services 6.0 $193.0 NEW $32.17 +18.3%
48 ASTS AST SPACEMOBILE INC CLASS A Technology 2.0 $178.0 NEW $89.00 -23.9%
49 WAR U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF 5.0 $172.0 NEW $34.40 -3.3%
50 NBIX NEUROCRINE BIOSCIENCES I Healthcare 1.0 $169.0 NEW $169.00 -7.7%
51 VVX V2X INC Industrials 2.0 $149.0 NEW $74.50 +10.9%
52 SES SES AI CORP CLASS A Consumer Cyclical 150.0 $144.0 NEW $0.96 -42.1%
53 RCAT RED CAT HLDGS INC Technology 13.0 $138.0 NEW $10.62 -7.6%
54 MGA MAGNA INTL INC F Consumer Cyclical 2.0 $131.0 NEW $65.50 +8.3%
55 B BARRICK MNG CORP F Basic Materials 2.0 $73.0 NEW $36.50 +16.6%
56 MNTS MOMENTUS INC CLASS A Industrials 10.0 $67.0 NEW $6.70 -32.2%
57 EVTL VERTICAL AEROSPACE LTD F Industrials 37.0 $64.0 NEW $1.73 -54.6%
58 XFLT XAI FLOATING RATE & ALTE Financial Services 3.0 $53.0 NEW $17.67 +10.0%
59 SPCE VIRGIN GALACTIC HLDG CLASS A Industrials 10.0 $29.0 NEW $2.90 +3.8%
Page 3 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%