Fund Update: Plotkin Financial Advisors, LLC Just Disclosed New Holdings

Fund Update: Plotkin Financial Advisors, LLC Just Disclosed New Holdings
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Plotkin Financial Advisors, LLC
13F filer · Q1 2026 · May. 11, 2026 02:54 p.m. UTC
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Plotkin Financial Advisors, LLCjust filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the fund's holdings for the latest report period. You can see the full portfolio on SensaMarket, and track moves made by other funds.

Largest position changes

Per our estimates, the biggest moves in the fund's portfolio this period were:

$MSFT
Increased by 482 shares · est. $62,659
+$62.7K
22.68%
$AXP
Increased by 145 shares · est. $7,351
+$7.4K
19.10%
$IJK
Decreased by 400 shares · est. $30,359
−$30.4K
15.13%
$CPNG
Decreased by 2,000 shares · est. $131,960
−$132.0K
10.00%
$XLF
Increased by 752 shares · est. $15,175
+$15.2K
18.50%

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

See the full portfolio and track moves made by other funds.

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