PLAN GROUP FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OCSL | 130K | $1.66M |
 | ARCC | 105K | $2.11M |
 | NLY | 102K | $2.29M |
 | PFE | 100K | $2.48M |
 | T | 91K | $2.26M |
 | FDUS | 80K | $1.54M |
 | VICI | 73K | $2.06M |
 | TSLX | 73K | $1.59M |
 | PPL | 63K | $2.21M |
 | OHI | 58K | $2.58M |
 | VZ | 50K | $2.04M |
 | XOM | 46K | $5.55M |
 | MO | 45K | $2.58M |
 | ET | 43K | $708.31K |
 | JPM | 39K | $12.56M |
 | D | 36K | $2.11M |
 | EPD | 34K | $1.09M |
 | CMA | 32K | $2.79M |
 | SO | 31K | $2.67M |
 | PBR-A | 30K | $338.10K |
Oaktree Specialty Lending Corporation
OCSL
Shares Held
130K
Value
$1.66M
Ares Capital Corporation
ARCC
Shares Held
105K
Value
$2.11M
Annaly Capital Management, Inc.
NLY
Shares Held
102K
Value
$2.29M
Pfizer Inc.
PFE
Shares Held
100K
Value
$2.48M
AT&T Inc.
T
Shares Held
91K
Value
$2.26M
Fidus Investment Corporation
FDUS
Shares Held
80K
Value
$1.54M
VICI Properties Inc.
VICI
Shares Held
73K
Value
$2.06M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
73K
Value
$1.59M
PPL Corporation
PPL
Shares Held
63K
Value
$2.21M
Omega Healthcare Investors, Inc.
OHI
Shares Held
58K
Value
$2.58M
Verizon Communications Inc.
VZ
Shares Held
50K
Value
$2.04M
Exxon Mobil Corporation
XOM
Shares Held
46K
Value
$5.55M
Altria Group, Inc.
MO
Shares Held
45K
Value
$2.58M
Energy Transfer LP
ET
Shares Held
43K
Value
$708.31K
JPMorgan Chase & Co.
JPM
Shares Held
39K
Value
$12.56M
Dominion Energy, Inc.
D
Shares Held
36K
Value
$2.11M
Enterprise Products Partners L.P.
EPD
Shares Held
34K
Value
$1.09M
Comerica Incorporated
CMA
Shares Held
32K
Value
$2.79M
The Southern Company
SO
Shares Held
31K
Value
$2.67M
Petróleo Brasileiro S.A. - Petrobras
PBR-A
Shares Held
30K
Value
$338.10K