Holdings
PlanVest Financial, Inc
As of Jun 30, 2026, PlanVest Financial, Inc reported 310 positions worth US$31.6M. Largest: Apple Inc, Microsoft Corp. and Applied Materials, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 8,696 | US$2.52M | +497 | Jun 30, 2026 |
| Microsoft Corp. | 5,379 | US$2.01M | −21 | Jun 30, 2026 |
| Applied Materials, Inc. | 2,758 | US$1.99M | +351 | Jun 30, 2026 |
| Carmax Inc | 31,504 | US$1.67M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,502 | US$1.25M | +271 | Jun 30, 2026 |
| Abbvie Inc. | 4,623 | US$1.16M | +162 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,601 | US$801K | no change | Jun 30, 2026 |
| International Business Machines Corporation | 2,511 | US$706K | +6 | Jun 30, 2026 |
| Welltower Inc. | 3,073 | US$697K | +1 | Jun 30, 2026 |
| Broadcom Inc. | 1,766 | US$667K | +370 | Jun 30, 2026 |