Portfolio (Quarterly) Guide ↗

Plum Street Advisors, LLC

· CIK 0002068236

13F Portfolio $289M AUM 98 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 30 Added 26 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GLDM	WORLD GOLD TR	Financial Services	131,780	$11.3M	4.01%	SOLD
2	IDXX	IDEXX LABS INC	Healthcare	482	$326K	0.12%	SOLD

Sector Allocation

Financial Services 57.8%

Technology 20.1%

Healthcare 6.1%

Communication Services 6.0%

Energy 3.6%

Consumer Defensive 3.0%

Consumer Cyclical 1.7%

Industrials 1.7%