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United Financial Planning Group LLC

Q4 2025 Holdings

Filed 2026-02-11 | 487 holdings | $164.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Celularity Inc Class A(CELU)COM151190204$21190.0%
Protagenic Therapeutics(PTIX)COM74365N301$22170.0%
Brighthouse Finl Inc(BHF)COM10922N103$13020.0%
Neuronetics Inc(STIM)COM64131A105$1381000.0%
Allegion PUB LTD Co F(ALLE)COMG0176J109$15910.0%
Atlassian Corp Class A(TEAM)COM049468101$16210.0%
Lumen Technologies Inc(LUMN)COM550241103$163210.0%
Grand Canyon ED Inc(LOPE)COM38526M106$16610.0%
Iron MTN Inc New REIT(IRM)ETF46284V101$16620.0%
Manhattan Assocs Inc(MANH)COM562750109$17310.0%
PTC Inc(PTC)COM69370C100$17410.0%
Williams Sonoma Inc(WSM)COM969904101$17910.0%
RH(RH)COM74967X103$17910.0%
Simon Ppty Group Inc New REIT(SPG)COM828806109$18510.0%
Cintas Corp(CTAS)COM172908105$18810.0%
Bentley SYS Inc Class B(BSY)COM08265T208$19150.0%
Cheniere Energy Inc(LNG)COM16411R208$19410.0%
Dropbox Inc Class Class A(DBX)COM26210C104$19570.0%
Plug PWR Inc(PLUG)COM72919P202$1971000.0%
Guidewire Software Inc(GWRE)COM40171V100$20110.0%
Cardlytics Inc(CDLX)COM14161W105$2011750.0%
Ncino Inc New(NCNO)COM63947X101$20580.0%
Charter Communications I Class A(CHTR)COM16119P108$20910.0%
Ford MTR Co del(F)COM345370860$210160.0%
Netapp Inc(NTAP)COM64110D104$21420.0%
Workday Inc Class A(WDAY)COM98138H101$21510.0%
Mastec Inc(MTZ)COM576323109$21710.0%
Procore Technologies Inc(PCOR)COM74275K108$21830.0%
Quantum-Si Inc Class A(QSI)COM74765K105$2202000.0%
Clear Channel Outdoor HL(CCO)COM18453H106$2211000.0%
Elastic N V F(ESTC)COMN14506104$22630.0%
Natera Inc(NTRA)COM632307104$22910.0%
Tetra Tech Inc New(TTEK)COM88162G103$23570.0%
Wingstop Inc(WING)COM974155103$23810.0%
Solventum Corp(SOLV)COM83444M101$23830.0%
Zebra Technologies Corp Class A(ZBRA)COM989207105$24310.0%
Gilead Sciences Inc(GILD)COM375558103$24520.0%
Nebius Group N V A F Class A(NBIS)COMN97284108$25130.0%
Heico Corp New Class A(HEI/A)COM422806208$25210.0%
Lamar Advertising Co New REIT(LAMR)COM512816109$25320.0%
Entegris Inc(ENTG)COM29362U104$25330.0%
Avis Budget Group Inc(CAR)COM053774105$25720.0%
Antero Midstream Corp(AM)COM03676B102$267150.0%
Norwegian Cruise Line F(NCLH)COMG66721104$268120.0%
Pure Storage Inc Class Class A(PSTG)COM74624M102$26840.0%
XPO Inc(XPO)COM983793100$27220.0%
Bill Holdings Inc(BILL)COM090043100$27350.0%
Blacksky Technology Inc(BKSY)COM09263B207$281150.0%
Cognex Corp(CGNX)COM192422103$28880.0%
Advanced Drain SYS Inc D(WMS)COM00790R104$29020.0%
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