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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 46 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 WYNN WYNN RESORTS LTD COM Consumer Cyclical 4.0 $388.0 NEW $97.00 -5.6%
902 RITM RITHM CAPITAL CORP COM NEW Real Estate 41.0 $385.0 NEW $9.39 +7.3%
903 BBY BEST BUY INC COM Consumer Cyclical 5.0 $379.0 NEW $75.80 +19.1%
904 SHAG WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND 8.0 $379.0 NEW $47.38 -0.8%
905 ACHR ARCHER AVIATION INC COM CL A Industrials 80.0 $378.0 NEW $4.72 +20.8%
906 AOS SMITH A O CORP COM Industrials 6.0 $376.0 NEW $62.67 -3.5%
907 THO THOR INDS INC COM Consumer Cyclical 5.0 $376.0 NEW $75.20 +2.3%
908 FOX FOX CORP CL B COM 8.0 $375.0 NEW $46.88
909 THC TENET HEALTHCARE CORP COM NEW Healthcare 2.0 $374.0 NEW $187.00 +41.7%
910 AN AUTONATION INC COM Consumer Cyclical 2.0 $372.0 NEW $186.00 +14.2%
911 ELF E L F BEAUTY INC COM Consumer Defensive 5.0 $370.0 NEW $74.00 +48.2%
912 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 11.0 $368.0 NEW $33.45 -1.6%
913 APTIV PLC COM SHS 6.0 $368.0 NEW $61.33
914 CSL CARLISLE COS INC COM Industrials 1.0 $363.0 NEW $363.00 -3.0%
915 UFPI UFP INDUSTRIES INC COM Basic Materials 4.0 $363.0 NEW $90.75 -7.0%
916 LEN LENNAR CORP CL A Consumer Cyclical 4.0 $362.0 NEW $90.50 -7.6%
917 RKT ROCKET COS INC COM CL A Financial Services 23.0 $362.0 NEW $15.74 -10.7%
918 ENTG ENTEGRIS INC COM Technology 2.0 $360.0 NEW $180.00 -22.9%
919 CUBE CUBESMART COM Real Estate 9.0 $358.0 NEW $39.78 -0.7%
920 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 6.0 $356.0 NEW $59.33 -15.3%
Page 46 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%