Ofc Financial Planning, LLC reported 57 holdings worth US$113M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Ofc Financial Planning, LLC reported 57 holdings worth US$113M as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and Quanta Services, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$113M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 83,046 | US$24M | 21.3% |
| Caterpillar, Inc. | 1,695 | US$1.81M | 1.6% |
| Quanta Services, Inc. | 2,405 | US$1.73M | 1.5% |
| Nucor Corporation | 7,526 | US$1.68M | 1.5% |
| Microsoft Corp. | 4,169 | US$1.56M | 1.4% |
| Citigroup, Inc. | 9,142 | US$1.28M | 1.1% |
| Nvidia Corporation | 4,343 | US$869K | 0.77% |
| Vistra Corp. | 5,150 | US$817K | 0.73% |
| Texas Instruments Incorporated | 1,773 | US$528K | 0.47% |
| Alphabet Inc (google) Class C | 1,442 | US$515K | 0.46% |
| Home Depot, Inc. (the) | 1,303 | US$460K | 0.41% |
| Mcdonald's Corporation | 1,620 | US$438K | 0.39% |
| Amazon.com, Inc. | 1,562 | US$372K | 0.33% |
| Palantir Technologies Inc. | 2,535 | US$296K | 0.26% |
| Cisco Systems, Inc. | 2,385 | US$280K | 0.25% |
| Jp Morgan Chase & Co. | 765 | US$250K | 0.22% |
| International Business Machines Corporation | 857 | US$241K | 0.21% |
| Starbucks Corporation | 2,144 | US$219K | 0.19% |
| Palo Alto Networks, Inc. | 592 | US$202K | 0.18% |