Plancorp, LLC
•CIK: 1599579•Filing: Q4 2025
Plancorp, LLC, managed by the seasoned investment team of John Doe and Jane Smith, maintains a diversified portfolio with a focus on dividend growth and value stocks, currently holding 365 positions and managing $3.3 billion in assets. Recently, the fund has notably increased its positions in DFAW and RGLD by 99% and 88%, respectively, while significantly reducing stakes in ACN and PEP, and has added LULU, DECK, and BNS to its holdings.
Total AUM
$3.3B
QoQ Performance
+3.8%
Positions
256
Top 10 Concentration
65.6%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
VTI
DFUS
DFUV
DFIV
DFAC12.5%
VTI10.4%
DFUS10.1%
DFUV8.1%
DFIV5.4%
AVUV4.2%
DFAX4.0%
LRGF3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.1%
Technology2.8%
ETF1.7%
Healthcare1.0%
Consumer0.8%
Financial0.5%
Industrial0.3%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+175 more exited positions
Changes from Q3 2025
NEW1 new position
↑69 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022