Plan Group Financial, LLC
Top Portfolio Positions
130 positions ·
$167,789,554 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,302 | $11,561,076 | 6.89% | |
| XOM |
Exxon Mobil Corp
Energy
|
49,311 | $8,366,104 | 4.99% | |
| AAPL |
Apple Inc.
Technology
|
26,621 | $6,756,143 | 4.03% | |
| IAU |
Ishares Gold Trust
|
69,136 | $6,095,029 | 3.63% | |
| SLV |
iShares Silver Trust
|
85,414 | $5,820,109 | 3.47% | |
| GLD |
Spdr Gold Trust
|
13,058 | $5,618,726 | 3.35% | |
| CVX |
Chevron Corp
Energy
|
24,155 | $4,997,669 | 2.98% | |
| OUNZ |
VanEck Merk Gold ETF
|
110,775 | $4,990,413 | 2.97% | |
| AVGO |
Broadcom Inc.
Technology
|
12,327 | $3,815,329 | 2.27% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
22,777 | $3,765,949 | 2.24% |
Portfolio Trend
13 quarters · across all stocks
Holdings in FDUS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,721,130 | 98,802 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,537,997 | 79,689 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,392,125 | 68,713 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,005,212 | 49,763 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $730,757 | 35,839 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $333,692 | 15,875 | Shares | Sole | 2025-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||