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Portfolio (Quarterly) Guide ↗

PlanVest Financial, Inc

· CIK 0002135239
13F Portfolio $131M AUM 565 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 565 New
Page 7 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OKE ONEOK INC NEW COM Energy 1,421.0 $128K 0.10% NEW $90.39 +2.5%
122 NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 1,717.0 $123K 0.09% NEW $71.41 +7.5%
123 PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 987.0 $119K 0.09% NEW $120.83 +15.3%
124 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,340.0 $118K 0.09% NEW $50.49 -0.4%
125 LRCX LAM RESEARCH CORP COM NEW Technology 550.0 $118K 0.09% NEW $213.66 +41.5%
126 HD HOME DEPOT INC COM Consumer Cyclical 348.0 $114K 0.09% NEW $328.96 -4.6%
127 PAYX PAYCHEX INC COM Industrials 1,239.0 $114K 0.09% NEW $92.17 +2.3%
128 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 349.0 $114K 0.09% NEW $327.07 +13.3%
129 IJR ISHARES CORE S&P SMALL CAP ETF 895.0 $111K 0.09% NEW $124.31 +9.6%
130 VBK VANGUARD SMALL-CAP GROWTH ETF 367.0 $111K 0.08% NEW $302.25 +13.7%
131 PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 2,583.0 $108K 0.08% NEW $41.83 +3.5%
132 NFLX NETFLIX INC. COM Communication Services 1,121.0 $108K 0.08% NEW $96.15 -7.1%
133 RTX RTX CORPORATION COM Industrials 549.0 $106K 0.08% NEW $193.16 -9.5%
134 TT TRANE TECHNOLOGIES PLC SHS Industrials 250.0 $104K 0.08% NEW $416.74 +8.4%
135 GE GE AEROSPACE COM NEW Industrials 365.0 $104K 0.08% NEW $283.90 +6.3%
136 VGT VANGUARD INFORMATION TECHNOLOGY ETF 148.0 $103K 0.08% NEW $697.72 -83.6%
137 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 4,368.0 $101K 0.08% NEW $23.08 +17.2%
138 KMI KINDER MORGAN INC DEL COM Energy 2,920.0 $98K 0.07% NEW $33.54 -0.1%
139 ILCV ISHARES MORNINGSTAR VALUE ETF 1,030.0 $96K 0.07% NEW $93.14 +8.3%
140 PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 2,387.0 $96K 0.07% NEW $40.10 +6.5%
Page 7 of 29  ·  565 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
Financial Services 36.3%
Technology 20.9%
Healthcare 7.0%
Consumer Cyclical 6.9%
Communication Services 6.0%
Consumer Defensive 6.0%
Energy 5.8%
Industrials 3.9%
Utilities 3.9%
Real Estate 2.6%