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Portfolio (Quarterly) Guide ↗

Planning Strategies Inc.

· CIK 0002139665
13F Portfolio $160M AUM 1,069 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1068 New
Page 28 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DVN DEVON ENERGY CORP NEW COM Energy 60.0 $2K 0.00% NEW $41.32 +17.2%
542 ROK ROCKWELL AUTOMATION INC COM Industrials 5.0 $2K 0.00% NEW $495.00 -13.0%
543 SAP SAP SE SPON ADR Technology 16.0 $2K 0.00% NEW $154.12 +36.5%
544 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 139.0 $2K 0.00% NEW $17.73 -4.8%
545 BPOP POPULAR INC COM NEW Financial Services 15.0 $2K 0.00% NEW $164.20 +2.6%
546 DT DYNATRACE INC COM NEW Technology 56.0 $2K 0.00% NEW $43.91 +15.0%
547 MDT MEDTRONIC PLC SHS Healthcare 31.0 $2K 0.00% NEW $78.23 +18.6%
548 BE BLOOM ENERGY CORP COM CL A Industrials 8.0 $2K 0.00% NEW $302.75 -7.9%
549 AAL AMERICAN AIRLINES GROUP INC COM Industrials 134.0 $2K 0.00% NEW $18.07 -27.9%
550 TRGP TARGA RES CORP COM Energy 9.0 $2K 0.00% NEW $268.11 +9.1%
551 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 8.0 $2K 0.00% NEW $301.00 -13.3%
552 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 18.0 $2K 0.00% NEW $132.50 +3.3%
553 NDAQ NASDAQ INC COM Financial Services 30.0 $2K 0.00% NEW $78.83 +21.0%
554 COIN COINBASE GLOBAL INC COM CL A Financial Services 16.0 $2K 0.00% NEW $146.19 +23.6%
555 FE FIRSTENERGY CORP COM Utilities 49.0 $2K 0.00% NEW $47.53 -1.7%
556 ED CONSOLIDATED EDISON INC COM Utilities 21.0 $2K 0.00% NEW $110.62 -1.8%
557 AVAV AEROVIRONMENT INC COM Industrials 14.0 $2K 0.00% NEW $165.07 -9.8%
558 DOCU DOCUSIGN INC COM Technology 52.0 $2K 0.00% NEW $44.42 +45.5%
559 VTR VENTAS INC COM Real Estate 26.0 $2K 0.00% NEW $88.81 +2.4%
560 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 60.0 $2K 0.00% NEW $38.10 -2.8%
Page 28 of 54  ·  1,068 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 50.2%
Financial Services 12.0%
Consumer Cyclical 6.1%
Industrials 6.0%
Healthcare 5.7%
Communication Services 5.5%
Consumer Defensive 3.8%
Utilities 3.6%
Energy 3.3%
Real Estate 2.4%