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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 14 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MPLX MPLX LP COM UNIT REP LTD Energy 306.0 $17K 0.01% NEW $56.35 +5.9%
262 AVB AVALONBAY CMNTYS INC COM Real Estate 91.0 $17K 0.01% NEW $188.69 -63.9%
263 MRVL MARVELL TECHNOLOGY INC COM Technology 57.0 $17K 0.01% NEW $297.89 -25.0%
264 AEP AMERICAN ELEC PWR CO INC COM Utilities 123.0 $17K 0.01% NEW $136.81 -9.0%
265 QTUM DEFIANCE QUANTUM ETF 102.0 $17K 0.01% NEW $164.60 -10.2%
266 PANW PALO ALTO NETWORKS INC COM Technology 49.0 $17K 0.01% NEW $341.02 -2.3%
267 BAMG BROOKSTONE GROWTH STOCK ETF 358.0 $16K 0.01% NEW $45.28 -1.4%
268 STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 336.0 $16K 0.01% NEW $47.06 -1.0%
269 NFLX NETFLIX INC. COM Communication Services 220.0 $16K 0.01% NEW $71.40 +9.6%
270 OKLO OKLO INC COM CL A Utilities 300.0 $16K 0.01% NEW $52.33 -21.1%
271 OKTA OKTA INC CL A Technology 115.0 $16K 0.01% NEW $136.45 +25.0%
272 VTWO VANGUARD RUSSELL 2000 ETF 128.0 $16K 0.01% NEW $121.42 -1.5%
273 FITB FIFTH THIRD BANCORP COM Financial Services 275.0 $16K 0.01% NEW $56.37 -2.7%
274 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 16.0 $15K 0.01% NEW $965.00 -12.0%
275 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 185.0 $15K 0.01% NEW $82.87 -5.7%
276 EFG ISHARES MSCI EAFE GROWTH ETF 121.0 $15K 0.01% NEW $124.42 +0.1%
277 JCI JOHNSON CTLS INTL PLC SHS Industrials 103.0 $15K 0.01% NEW $146.11 -0.8%
278 APOS APOLLO GLOBAL MGMT INC COM 126.0 $15K 0.01% NEW $118.31
279 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 66.0 $15K 0.01% NEW $223.95 +24.0%
280 PSIL ADVISORSHARES PSYCHEDELICS ETF 600.0 $14K 0.01% NEW $24.05 +3.4%
Page 14 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%