ESG Planning DBA Harper Investing
•CIK: 1931465•Filing: Q4 2025
**ESG Planning** manages $232M across a diversified portfolio of 65 holdings, executing a strategy focused on sustainable and impact-oriented investments. The fund maintains significant allocations to technology leaders, notably NVDA at $20.1M and AAPL at $9.8M, balanced with fixed-income exposure via BND ($18.3M). Key positions also include MUB ($16.3M) and strategic sector bets like VGT ($10.4M) and MUNI ($9.6M). This structure suggests a disciplined approach blending high-growth technology exposure with defensive, ESG-aligned fixed income.
Total AUM
$232.3M
QoQ Performance
+10.6%
Positions
43
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
BND
MUB
NVDA8.7%
BND7.9%
MUB7.0%
JNK4.6%
VGT4.5%
AAPL4.2%
MUNI4.1%
GOOGL3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.4%
Technology19.2%
Healthcare3.8%
Consumer3.5%
Financial2.0%
Industrial0.9%
Real Estate0.8%
ETF0.4%
Changes from Q3 2025
NEW4 new positions
↑50 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023