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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 54 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NATL NCR ATLEOS CORPORATION COM SHS Technology 1.0 $43.0 NEW $43.00 +7.2%
1062 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 1.0 $36.0 NEW $36.00 +7.2%
1063 LYFT LYFT INC CL A COM Technology 2.0 $29.0 NEW $14.50 +15.3%
1064 VYX NCR VOYIX CORPORATION COM Technology 2.0 $16.0 NEW $8.00 +14.2%
1065 VLYPN VALLEY NATL BANCORP COM 1.0 $15.0 NEW $15.00
1066 CHARGEPOINT HOLDINGS INC COM SHS 2.0 $12.0 NEW $6.00
1067 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 2.0 $6.0 NEW $3.00 +1.3%
1068 MICROMOBILITY.COM INC CLASS A COM 1.0 NEW
Page 54 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%