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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 8 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MSTR STRATEGY INC CL A NEW Technology 766.0 $96K 0.07% NEW $124.80 +32.1%
142 MDT MEDTRONIC PLC SHS Healthcare 1,091.0 $95K 0.07% NEW $86.65 -9.8%
143 PFE PFIZER INC COM Healthcare 3,244.0 $91K 0.07% NEW $28.09 -7.6%
144 AXP AMERICAN EXPRESS CO COM Financial Services 300.0 $91K 0.07% NEW $302.48 +2.4%
145 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,475.0 $90K 0.07% NEW $61.27 -3.5%
146 VMC VULCAN MATLS CO COM Basic Materials 321.0 $88K 0.07% NEW $273.04 -3.6%
147 MQY BLACKROCK MUNIYILD QULT FD INC COM Financial Services 7,927.0 $87K 0.07% NEW $10.98 +1.1%
148 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 1,775.0 $87K 0.07% NEW $48.93 +9.6%
149 VHT VANGUARD HEALTH CARE ETF 318.0 $87K 0.07% NEW $272.33 +1.5%
150 CEG CONSTELLATION ENERGY CORP COM Utilities 303.0 $85K 0.06% NEW $279.77 +2.2%
151 BRHY ISHARES HIGH YIELD ACTIVE ETF 1,670.0 $84K 0.06% NEW $50.47 +0.9%
152 IEFA ISHARES CORE MSCI EAFE ETF 925.0 $84K 0.06% NEW $90.53 +7.5%
153 SLF SUN LIFE FINANCIAL INC. COM Financial Services 1,333.0 $83K 0.06% NEW $62.56 +16.7%
154 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 1,375.0 $83K 0.06% NEW $60.48 +16.7%
155 INTC INTEL CORP COM Technology 1,873.0 $83K 0.06% NEW $44.13 +168.5%
156 IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 805.0 $82K 0.06% NEW $101.95 +5.7%
157 UBS UBS GROUP AG SHS Financial Services 2,096.0 $82K 0.06% NEW $39.07 +21.0%
158 ADBE ADOBE INC COM Technology 324.0 $79K 0.06% NEW $243.08 +0.4%
159 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 3,344.0 $78K 0.06% NEW $23.32 +0.3%
160 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 476.0 $77K 0.06% NEW $161.86 +5.4%
Page 8 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%