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Latest ESG Planning Stock Portfolio

ESG Planning Performance:
2025 Q4: 0.31%YTD: 10.13%2024: 8.26%
Performance for 2025 Q4 is 0.31%, and YTD is 10.13%, and 2024 is 8.26%.

About ESG Planning and 13F Hedge Fund Stock Holdings

On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, ESG Planning DBA Harper Investing reported an equity portfolio of $232.3 Millions as of 31 Dec, 2025.

The top stock holdings of ESG Planning DBA Harper Investing are NVDA, BIV, AAXJ. The fund has invested 8.7% of it's portfolio in NVIDIA CORPORATION and 7.9% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off TESLA INC (TSLA) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), BANK MONTREAL QUE (BERZ) and ISHARES TR (DMXF). ESG Planning DBA Harper Investing opened new stock positions in SPDR S&P 500 ETF TR (SPY), ABBVIE INC (ABBV) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ORACLE CORP (ORCL) and ALPHABET INC (GOOG).

ESG Planning Annual Return Estimates Vs S&P 500

Our best estimate is that ESG Planning DBA Harper Investing made a return of 0.31% in the last quarter. In trailing 12 months, it's portfolio return was 10.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr s&p 500 etf tr602,560
abbvie inc274,597
vaneck etf trust271,741
eli lilly & co208,589
New stocks bought by ESG Planning

Additions

Ticker% Inc.
select sector spdr tr120
select sector spdr tr119
oracle corp36.99
alphabet inc35.33
vanguard admiral fds inc31.81
ishares bitcoin trust etf29.74
vanguard tax-managed fds28.41
vanguard intl equity index f27.48
Additions to existing portfolio by ESG Planning

Reductions

Ticker% Reduced
meta platforms inc-48.87
bank montreal que-42.63
ishares tr-20.84
ishares tr-12.4
advanced micro devices inc-1.96
international business machs-1.35
ishares tr-1.31
pimco etf tr-0.39
ESG Planning reduced stake in above stock

Sold off

Ticker$ Sold
home depot inc-212,936
tesla inc-217,023
ESG Planning got rid off the above stocks

Sector Distribution

ESG Planning DBA Harper Investing has about 67.4% of it's holdings in Others sector.

Sector%
Others67.4
Technology17.1
Communication Services4.5
Healthcare3.8
Consumer Cyclical3.5
Financial Services2

Market Cap. Distribution

ESG Planning DBA Harper Investing has about 32.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED67.4
MEGA-CAP27
LARGE-CAP5.5

Stocks belong to which Index?

About 30.4% of the stocks held by ESG Planning DBA Harper Investing either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others69.6
S&P 50030.4
Top 5 Winners (%)%
AMD
advanced micro devices inc
32.0 %
GOOG
alphabet inc
28.2 %
AMAT
applied matls inc
25.5 %
GOOG
alphabet inc
24.2 %
MRK
merck & co inc
23.9 %
Top 5 Winners ($)$
GOOG
alphabet inc
2.0 M
MRK
merck & co inc
1.0 M
AAPL
apple inc
0.6 M
GLD
spdr gold tr
0.4 M
VAW
vanguard world fd
0.4 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-43.1 %
XLB
select sector spdr tr
-41.0 %
ORCL
oracle corp
-27.7 %
ishares bitcoin trust etf
-21.5 %
GWRE
guidewire software inc
-12.6 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-1.8 M
XLB
select sector spdr tr
-1.8 M
ishares bitcoin trust etf
-0.5 M
BERZ
bank montreal que
-0.3 M
MSFT
microsoft corp
-0.2 M

ESG Planning Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ESG Planning

ESG Planning DBA Harper Investing has 65 stocks in it's portfolio. About 51.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for ESG Planning DBA Harper Investing last quarter.

Last Reported on: 04 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions