PLAN GROUP FINANCIAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OCSL | 161K | $1.82M |
 | ARCC | 122K | $2.19M |
 | NLY | 114K | $2.41M |
 | PFE | 113K | $3.18M |
 | T | 103K | $3.00M |
 | FDUS | 99K | $1.72M |
 | TSLX | 90K | $1.66M |
 | VICI | 88K | $2.40M |
 | PPL | 70K | $2.69M |
 | OHI | 64K | $2.81M |
 | FITB | 61K | $2.84M |
 | VZ | 57K | $2.89M |
 | MO | 51K | $3.33M |
 | XOM | 49K | $8.37M |
 | EPD | 48K | $1.82M |
 | D | 40K | $2.47M |
 | JPM | 39K | $11.56M |
 | ET | 39K | $746.96K |
 | SO | 34K | $3.25M |
 | PBR-A | 30K | $562.50K |
Oaktree Specialty Lending Corporation
OCSL
Shares Held
161K
Value
$1.82M
Ares Capital Corporation
ARCC
Shares Held
122K
Value
$2.19M
Annaly Capital Management, Inc.
NLY
Shares Held
114K
Value
$2.41M
Pfizer Inc.
PFE
Shares Held
113K
Value
$3.18M
AT&T Inc.
T
Shares Held
103K
Value
$3.00M
Fidus Investment Corporation
FDUS
Shares Held
99K
Value
$1.72M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
90K
Value
$1.66M
VICI Properties Inc.
VICI
Shares Held
88K
Value
$2.40M
PPL Corporation
PPL
Shares Held
70K
Value
$2.69M
Omega Healthcare Investors, Inc.
OHI
Shares Held
64K
Value
$2.81M
Fifth Third Bancorp
FITB
Shares Held
61K
Value
$2.84M
Verizon Communications Inc.
VZ
Shares Held
57K
Value
$2.89M
Altria Group, Inc.
MO
Shares Held
51K
Value
$3.33M
Exxon Mobil Corporation
XOM
Shares Held
49K
Value
$8.37M
Enterprise Products Partners L.P.
EPD
Shares Held
48K
Value
$1.82M
Dominion Energy, Inc.
D
Shares Held
40K
Value
$2.47M
JPMorgan Chase & Co.
JPM
Shares Held
39K
Value
$11.56M
Energy Transfer LP
ET
Shares Held
39K
Value
$746.96K
The Southern Company
SO
Shares Held
34K
Value
$3.25M
Petróleo Brasileiro S.A. - Petrobras
PBR-A
Shares Held
30K
Value
$562.50K