Plancorp
AI_NATIVE detailed information: This accession holds the following tickers:[ "HYT", null, "AGI.TO", "IMO", "RF", "FWONK", "MU", "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", "MAIN", null, "GOOGL", "RIOT", "AXP", "T", "BLK", "ENR", "CAT", null, null, "AVDE", "AVGO", "LOW", null, null, null, "AVEM", "BDJ", "ARCC", "FELE", "BSX", null, null, "LNC", null, "DUK", "EARN", "RXRX", "SAND", "RC", "EXPE", null, "BUSE", "MVT", null, null, "GILD", "GIS", "HON", "HD", null, "MCD", null, null, "INTU", "APPS", "FNV", "UNP", "QCOM", "FBRT", "ISRG", null, "ITW", "AMAT", "EMR", "BKNG", "META", null, null, "IVW", "IJH", null, null, "IONS", "NAK", "CEV", "NBH", "MYI", null, null, null, null, null, "KMI", null, null, null, "LIN", null, "BNY", "MPC", "MMC", "MA", "EXEL", "MSFT", "MDLZ", null, "MS", null, "TMUS", "ESE", "GE", "HMY", null, "NVS", null, "ORLY", "BX", "AMP", "FAST", "IJR", "EFG", "KLAC", "IWD", "ORCL", "NOC", null, null, "IWF", null, "PANW", "PEP", "PNC", "PGR", "IEMG", "GBDC", "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "GEHC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "MSTR", "REGN", null, "ROK", "IEFA", "SPGI", null, "SCHX", "NOW", "SHOP", "RS", "ROP", "SRE", "SHEL", "RTX", "GLD", "BP", "AMT", "IBM", "SYK", "SBUX", "SNPS", "CI", "TXN", "TGT", "TMO", "TJX", "TDG", "TRV", "UBER", "UNM", "UPS", "VNQ", "VO", "VXF", "VV", "RCL", "VOE", "SCHW", "EPC", null, "VWO", null, null, null, "IWV", null, null, "PRF", null, null, null, null, "VIG", null, "TSCO", "MMD", "NMCO", "IWO", "TSM", "VYM", "VRTX", null, "TT", "VRT", null, "RGLD", "AEE", "SF", "AFL", "AMD", "SDY", "FI", "F", "WEC", "WM", "FTNT", "IWP", "IWR", "RFMZ", null, "CAH", "EFSC", "GNLX", null, "DHI", "AMZN", "SCHB", null, null, "IVE", "HCA", null, "ESGD", null, null, "VEU", "VGT", "USB", "VUG", "VEA", "MGK", "VXUS", "VBK", "BNDX", "MGV", "VBR", "VOT", "BSV", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WPM", "WWD", "YUM", null, null, "POST", "MTB", "CNQ", "AEM", "SCHD", "BIIB", "DVY", "SCHG", null, "SCHF", "SCHA", "NSC", null, "SO", "OTIS", "PSX", "CRM", "RDDT", "SYY", "DIA", "IUSV", "GEV", "MCK", null, "PAAS", null, "ESGU", "FDX", "KMB", "AUR", "ADP", "AZO", "BAC", null, "BMO", "BK", "BRK-A", "BRK-B", "BDX", "BRBR", "BTBT", "BA", "BMY", "CLMT", "CARR", "CNC", "CVX", "CB", "CSCO", "C", "KO", "CDE", "CBSH", "CMCSA", "CL", "COP", "CPRT", "COST", "GLW", "CTVA", "DHR", "DE", null, null, null, null, "DFAX", "DFAC", "EFA", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "MO", "ITOT", "URI", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 361
- Total Value
- 2523117469
- Accession Number
- 0001879202-25-000022
- Form Type
- 13F-HR
- CIK
- plancorp
- Manager Name
- Plancorp
Data Enrichment
80% identified290 identified71 unidentified
Holdings
361 positions • $2.5B total value
Manager:
Search and click to pin securities to the top
Page 6 of 19
Shares:6.9K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 6.4K | QoQ 0.00% (-0) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | ||
US BANCORP \DE\(USBcusip902973304) | 45.5K | QoQ +0.57% (-260)YoY +0.82% (-370) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$2.5B) | |
CHEVRON CORP(CVXcusip166764100) | 11.4K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$2.5B) | ||
| 1.3K | QoQ +2.99% (+38)YoY +3.73% (+47) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$2.5B) | ||
| 7.1K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | |||
Broadcom Inc.(AVGOcusip11135F101) | 10.8K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | ||
| 10.5K | QoQ -5.03% (-555)YoY -5.69% (-631) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | ||
| 300.8K | YoY NEW(+300.8K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | YoY NEW(+$1.8M) | |
COMCAST CORP(CMCSAcusip20030N101) | 47.8K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | ||
| 6.9K | QoQ -4.62% (-336)YoY -6.61% (-491) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$2.5B) | ||
| 61.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$2.5B) | ||
| 2 | QoQ NEW(+2) YoY NEW(+2) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.5B) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) | |
| 25.1K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.5B) | |||
| 9.6K | QoQ +0.11% (+11)YoY +0.15% (+15) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.5B) | ||
Salesforce, Inc.(CRMcusip79466L302) | 5.5K | QoQ -1.58% (-89) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.5B) | |
ORACLE CORP(ORCLcusip68389X105) | 10.6K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.5B) | ||
| 23.7K | QoQ +3.30% (+759)YoY +1.91% (+447) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.5B) | ||
AMEREN CORP(AEEcusip023608102) | 14.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.5B) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 9.3K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.5B) | ||
| 54.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.5B) |