Center for Financial Planning, Inc.

Center for Financial Planning, Inc. reported 669 holdings worth US$1.07B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Center for Financial Planning, Inc. reported 669 holdings worth US$1.07B as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Apple Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
669
Value as reported
US$1.07B

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.43,688US$21.9M2.0%
Microsoft Corp.26,365US$9.83M0.92%
Apple Inc32,001US$9.26M0.87%
Alphabet Inc (google) Class C24,370US$8.71M0.81%
Amazon.com, Inc.25,220US$6.01M0.56%
Jp Morgan Chase & Co.17,273US$5.65M0.53%
Abbvie Inc.17,400US$4.38M0.41%
Johnson & Johnson15,794US$4.01M0.37%
Broadcom Inc.9,980US$3.77M0.35%
Nextera Energy, Inc.34,543US$3.03M0.28%
Raymond James Financial, Inc.19,124US$2.91M0.27%
Procter & Gamble Company (the)17,472US$2.56M0.24%
Mckesson Corporation3,277US$2.48M0.23%
Motorola Solutions, Inc.5,253US$2.18M0.20%
American Express Company6,414US$2.17M0.20%
Exxon Mobil Corporation14,900US$2.04M0.19%
Chevron Corporation12,258US$2.03M0.19%
Nvidia Corporation10,024US$2.01M0.19%
Thermo Fisher Scientific Inc3,967US$1.99M0.19%
Colgate-palmolive Company21,512US$1.97M0.18%
Coca-cola Company (the)23,097US$1.88M0.18%
Abbott Laboratories20,320US$1.84M0.17%
Pepsico, Inc.13,299US$1.8M0.17%
Home Depot, Inc. (the)4,903US$1.73M0.16%
Advanced Micro Devices Inc2,963US$1.72M0.16%
Stryker Corporation5,070US$1.6M0.15%
Salesforce, Inc.10,051US$1.57M0.15%
Merck & Company, Inc.11,433US$1.47M0.14%
Mcdonald's Corporation5,300US$1.43M0.13%
Walmart Inc.11,807US$1.34M0.12%
Union Pacific Corporation4,764US$1.3M0.12%
3m Company7,407US$1.2M0.11%
Marathon Petroleum Corporation4,683US$1.2M0.11%
Eli Lilly And Company995US$1.19M0.11%
Tesla, Inc.2,772US$1.17M0.11%
Cisco Systems, Inc.9,595US$1.13M0.11%
Philip Morris International Inc5,810US$1.05M0.10%
Illinois Tool Works Inc.3,819US$1.03M0.10%
Ge Vernova Inc.879US$1.03M0.10%
Dte Energy Company6,545US$997K0.09%
Emerson Electric Company6,213US$889K0.08%
International Business Machines Corporation3,124US$879K0.08%
American Tower Corporation (reit)5,238US$857K0.08%
Analog Devices, Inc.2,093US$831K0.08%
Ford Mtr Co Del53,907US$749K0.07%
Omnicom Group Inc.10,235US$745K0.07%
Meta Platforms, Inc.1,257US$708K0.07%
Visa Inc.2,035US$698K0.07%
Progressive Corporation (the)3,171US$693K0.06%
Dover Corporation3,074US$689K0.06%
Dana Incorporated24,000US$653K0.06%
Delta Air Lines, Inc.6,797US$637K0.06%
Rtx Corporation3,291US$624K0.06%
Air Products And Chemicals, Inc.1,999US$586K0.05%
Darden Restaurants, Inc.2,632US$542K0.05%
Applied Materials, Inc.748US$541K0.05%
Danaher Corporation2,768US$527K0.05%
Cummins Inc.727US$519K0.05%
Verizon Communications Inc.12,186US$516K0.05%
Amgen Inc.1,349US$489K0.05%
Adobe Inc.2,371US$486K0.05%
Arista Networks, Inc.2,765US$470K0.04%
Cme Group Inc.2,064US$456K0.04%
Tjx Companies, Inc. (the)2,946US$446K0.04%
Ge Aerospace1,194US$446K0.04%
Asml Holding Nv222US$442K0.04%
Credit Acceptance Corporation670US$427K0.04%
S&p Global Inc.998US$406K0.04%
Altria Group, Inc.5,507US$396K0.04%
Allstate Corporation (the)1,653US$393K0.04%
Yum! Brands, Inc.2,457US$393K0.04%
Huntington Bancshares Incorporated21,722US$385K0.04%
Realty Income Corporation6,205US$384K0.04%
Caterpillar, Inc.351US$374K0.03%
Entergy Corporation3,164US$363K0.03%
Walt Disney Company (the)3,679US$354K0.03%
Dt Midstream, Inc.2,391US$351K0.03%
Rockwell Automation, Inc.707US$350K0.03%
Netflix, Inc.4,850US$346K0.03%
Edwards Lifesciences Corporation3,816US$345K0.03%
Mondelez International, Inc.5,931US$343K0.03%
Pfizer, Inc.13,544US$326K0.03%
Manulife Financial Corporation7,490US$303K0.03%
General Mills, Inc.8,500US$296K0.03%
Henry Schein, Inc.3,406US$284K0.03%
Arthur J. Gallagher & Co.1,223US$281K0.03%
Lockheed Martin Corporation551US$281K0.03%
Diamondback Energy, Inc.1,551US$273K0.03%
Amphenol Corporation1,535US$271K0.03%
Costco Wholesale Corporation282US$264K0.02%
Uber Technologies, Inc.3,583US$259K0.02%
Dexcom, Inc.3,825US$258K0.02%
Unitedhealth Group Incorporated607US$252K0.02%
Bank Of America Corporation4,327US$247K0.02%
Service Corporation International3,224US$245K0.02%
At&t Inc.11,756US$243K0.02%
Chipotle Mexican Grill, Inc.7,142US$243K0.02%
United Parcel Service, Inc.2,158US$232K0.02%
Lcnb Corporation12,664US$223K0.02%
Lululemon Athletica Inc.1,925US$220K0.02%

Every holding of Center for Financial Planning, Inc.

Source

View original at SEC

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