Plancorp, LLC Reduced Holdings in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-179
- 9.95%
$238.61 - $264.3 $42.7K - $47.3K
1.62K $400K
NOW
Service Now, Inc.

Technology
-30
- 6.54%
$850.86 - $1044.69 $25.5K - $31.3K
429 $394K
DE
Deere & CO

Industrials
-80
- 10.1%
$457.26 - $524.37 $36.6K - $41.9K
712 $325K
SCHW
Schwab Charles Corp

Financial Services
-939
- 29.02%
$91.03 - $98.69 $85.5K - $92.7K
2.3K $219K
SPGI
S&P Global Inc.

Financial Services
-75
- 11.03%
$484.94 - $564.15 $36.4K - $42.3K
605 $294K
ADBE
Adobe Inc.

Technology
-103
- 13.64%
$333.65 - $392.1 $34.4K - $40.4K
652 $229K
HON
Honeywell International Inc

Industrials
-51
- 2.22%
$207.7 - $240.4 $10.6K - $12.3K
2.24K $472K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-127
- 1.18%
$60.9 - $70.75 $7.73K - $8.99K
10.7K $667K
CTVA
Corteva, Inc.

Basic Materials
-61
- 0.85%
$67.08 - $77.12 $4.09K - $4.7K
7.12K $481K
UBER
Uber Technologies, Inc

Technology
-779
- 16.43%
$86.91 - $99.57 $67.7K - $77.6K
3.96K $388K
TXN
Texas Instruments Inc

Technology
-270
- 6.76%
N/A
3.72K $724K
VOE
Vanguard Mid Cap Value Index F

ETFs
-417
- 17.95%
$164.63 - $174.58 $68.7K - $72.8K
1.91K $332K
FELE
Franklin Electric CO Inc

Industrials
-1.1K
- 10.91%
$89.51 - $99.6 $98K - $109K
8.94K $851K
IBRX
Immunity Bio, Inc.

Healthcare
-2
- -0.0%
$2.24 - $3.01 $4.48 - $6.02
271K $667K
ITW
Illinois Tool Works Inc

Industrials
-251
- 18.59%
$252.31 - $269.41 $63.3K - $67.6K
1.1K $286K
AXON
Axon Enterprise, Inc.

Industrials
-15
- 4.78%
$698.02 - $870.97 $10.5K - $13.1K
299 $214K
DHR
Danaher Corp

Healthcare
-234
- 6.53%
$181.46 - $212.2 $42.5K - $49.7K
3.35K $664K
MRK
Merck & Co., Inc.

Healthcare
-1.32K
- 9.27%
$77.6 - $87.37 $103K - $115K
12.9K $1.08M
LNC
Lincoln National Corp

Financial Services
-2.24K
- 27.01%
$33.37 - $43.29 $74.6K - $96.8K
6.05K $243K
BSX
Boston Scientific Corp

Healthcare
-105
- 3.36%
$97.03 - $108.14 $10.2K - $11.4K
3.02K $294K
KMI
Kinder Morgan, Inc.

Energy
-706
- 3.9%
$26.23 - $28.5 $18.5K - $20.1K
17.4K $492K
AMGN
Amgen Inc

Healthcare
-154
- 4.88%
$271.18 - $309.22 $41.8K - $47.6K
3K $847K
GD
General Dynamics Corp

Industrials
-230
- 25.73%
$293.92 - $341.0 $67.6K - $78.4K
664 $226K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.04K
- 11.9%
$28.15 - $30.13 $57.3K - $61.3K
15.1K $446K
COF
Capital One Financial Corp

Financial Services
-156
- 12.21%
$207.29 - $229.74 $32.3K - $35.8K
1.12K $238K
KMB
Kimberly Clark Corp

Consumer Defensive
-182
- 7.68%
$121.72 - $136.77 $22.2K - $24.9K
2.19K $272K
PSX
Phillips 66

Energy
-653
- 18.63%
$118.37 - $139.46 $77.3K - $91.1K
2.85K $388K
FAST
Fastenal CO

Industrials
-2.09K
- 20.09%
$42.47 - $50.39 $88.8K - $105K
8.32K $407K
LMT
Lockheed Martin Corp

Industrials
-123
- 13.49%
$410.74 - $499.21 $50.5K - $61.4K
789 $393K
IVW
Ishares S&P 500 Growth ETF

ETFs
-794
- 12.25%
$108.97 - $121.65 $86.5K - $96.6K
5.69K $686K
VIG
Vanguard Dividend Appreciation

ETFs
-150
- 6.22%
N/A
2.26K $412K
AMP
Ameriprise Financial Inc

Financial Services
-12
- 2.65%
$486.13 - $544.55 $5.83K - $6.53K
440 $216K
COIN
Coinbase Global, Inc.

Technology
-27
- 2.22%
$297.99 - $419.78 $8.05K - $11.3K
1.19K $400K
CAH
Cardinal Health Inc

Healthcare
-13
- 0.61%
$146.04 - $167.63 $1.9K - $2.18K
2.13K $334K
TSCO
Tractor Supply CO

Consumer Cyclical
-790
- 15.39%
$54.08 - $62.65 $42.7K - $49.5K
4.34K $246K
PANW
Palo Alto Networks Inc

Technology
-97
- 2.54%
$167.06 - $208.19 $16.2K - $20.2K
3.72K $757K
EXEL
Exelixis, Inc.

Healthcare
-6
- 0.07%
$36.22 - $46.25 $217 - $278
8.08K $333K
COP
Conocophillips

Energy
-452
- 10.72%
$91.0 - $98.99 $41.1K - $44.7K
3.76K $356K
UNM
Unum Group

Financial Services
-57
- 0.95%
$68.55 - $82.12 $3.91K - $4.68K
5.92K $460K
IWR
Ishares Russell Mid Cap ETF

ETFs
-445
- 9.21%
$92.26 - $97.51 $41.1K - $43.4K
4.39K $423K
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.24%
$255.35 - $282.87 $766 - $849
1.23K $320K
NKE
Nike, Inc.

Consumer Cyclical
-74
- 0.94%
$69.24 - $79.24 $5.12K - $5.86K
7.8K $543K
VBK
Vanguard Small Cap Growth ETF

ETFs
-191
- 9.44%
$276.51 - $305.12 $52.8K - $58.3K
1.83K $545K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-520
- 6.59%
$132.9 - $142.03 $69.1K - $73.9K
7.37K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
-294
- 14.34%
$215.01 - $273.02 $63.2K - $80.3K
1.76K $441K
ECL
Ecolab Inc.

Basic Materials
-83
- 3.33%
$259.39 - $285.47 $21.5K - $23.7K
2.41K $659K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.77K
- 8.52%
$108.46 - $120.63 $192K - $214K
19.1K $2.26M
TMUS
T Mobile Us, Inc.

Communication Services
-52
- 5.02%
$226.02 - $259.01 $11.8K - $13.5K
983 $235K
SNPS
Synopsys Inc

Technology
-1
- 0.19%
$387.78 - $645.35 $388 - $645
529 $261K
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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