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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 5 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ENVA ENOVA INTL INC Financial Services 1,940.0 $467K 0.25% NEW $240.73 +9.6%
82 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 8,226.0 $465K 0.25% -848.0 -9.3% $56.48 +2.3%
83 BELFB BEL FUSE INC CLASS B Technology 1,392.0 $464K 0.25% NEW $333.04 -10.5%
84 MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES 5,268.0 $463K 0.25% +4K +400.8% $87.91 +2.6%
85 BE BLOOM ENERGY CORP CLASS A Industrials 1,511.0 $457K 0.24% NEW $302.70 -23.3%
86 ATRO ASTRONICS CORP Industrials 5,547.0 $451K 0.24% NEW $81.26 +14.5%
87 PDFS PDF SOLUTIONS INC Technology 5,952.0 $421K 0.23% NEW $70.79 -25.4%
88 XMVM INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF 5,917.0 $420K 0.22% $70.92 +6.8%
89 XMTR XOMETRY INC CLASS A Industrials 4,288.0 $414K 0.22% NEW $96.52 -7.0%
90 MTZ MASTEC INC Industrials 982.0 $409K 0.22% NEW $416.06 -27.3%
91 APH AMPHENOL CORP NEW CLASS A Technology 2,226.0 $392K 0.21% NEW $176.32 -3.1%
92 GOOG ALPHABET INC CLASS C Communication Services 1,096.0 $387K 0.21% $353.43 -3.4%
93 XOM EXXON MOBIL CORP Energy 2,805.0 $383K 0.20% +17.0 +0.6% $136.70 +18.2%
94 DY DYCOM INDS INC Industrials 758.0 $383K 0.20% NEW $505.59 -14.4%
95 IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 3,564.0 $383K 0.20% $107.36 +4.6%
96 AVEM AVANTIS EMERGING MARKETSEQUITY ETF 3,929.0 $379K 0.20% +381.0 +10.7% $96.48 -2.0%
97 BTSG BRIGHTSPRING HEALTH SVCS Healthcare 5,378.0 $375K 0.20% NEW $69.74 -13.4%
98 NVT NVENT ELEC PLC F Industrials 2,171.0 $368K 0.20% -511.0 -19.1% $169.61 +4.5%
99 RBC RBC BEARINGS INC Industrials 569.0 $366K 0.20% NEW $644.06 -13.4%
100 FROG JFROG LTD F Technology 3,997.0 $363K 0.19% NEW $90.88 +4.1%
Page 5 of 22  ·  427 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%