Partners in Financial Planning
Partners in Financial Planning reported 131 holdings worth US$660M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Partners in Financial Planning reported 131 holdings worth US$660M as of Jun 30, 2026. Largest: Norfolk Southern Corporation, Alphabet Inc (google) Class C and Exxon Mobil Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 131
- Value as reported
- US$660M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Norfolk Southern Corporation | 9,376 | US$2.95M | 0.45% |
| Alphabet Inc (google) Class C | 5,054 | US$1.81M | 0.27% |
| Exxon Mobil Corporation | 12,623 | US$1.73M | 0.26% |
| Apple Inc | 5,921 | US$1.71M | 0.26% |
| Steel Dynamics, Inc. | 6,412 | US$1.47M | 0.22% |
| Amazon.com, Inc. | 5,675 | US$1.35M | 0.21% |
| Tesla, Inc. | 3,066 | US$1.29M | 0.20% |
| Chevron Corporation | 7,634 | US$1.27M | 0.19% |
| Ferguson Enterprises Inc. | 5,033 | US$1.19M | 0.18% |
| Ge Vernova Inc. | 985 | US$1.16M | 0.18% |
| Edwards Lifesciences Corporation | 11,584 | US$1.05M | 0.16% |
| Ge Aerospace | 2,716 | US$1.02M | 0.15% |
| Microsoft Corp. | 2,623 | US$978K | 0.15% |
| Texas Pacific Land Corporation | 2,142 | US$937K | 0.14% |
| Corning Incorporated | 3,601 | US$920K | 0.14% |
| Truist Financial Corporation | 17,096 | US$852K | 0.13% |
| Berkshire Hathaway Inc. | 1,674 | US$838K | 0.13% |
| National Bankshares, Inc. | 21,431 | US$779K | 0.12% |
| Csx Corporation | 15,816 | US$752K | 0.11% |
| Philip Morris International Inc | 4,066 | US$736K | 0.11% |
| Walmart Inc. | 6,377 | US$722K | 0.11% |
| Johnson & Johnson | 2,667 | US$677K | 0.10% |
| Cvs Health Corporation | 5,888 | US$609K | 0.09% |
| Procter & Gamble Company (the) | 4,106 | US$602K | 0.09% |
| Lowe's Companies, Inc. | 2,400 | US$529K | 0.08% |
| Cardinal Health, Inc. | 2,163 | US$514K | 0.08% |
| Udr, Inc. | 12,368 | US$494K | 0.07% |
| Broadcom Inc. | 1,121 | US$423K | 0.06% |
| Carter Bankshares, Inc. | 12,299 | US$418K | 0.06% |
| Mcdonald's Corporation | 1,412 | US$382K | 0.06% |
| Danaher Corporation | 1,954 | US$372K | 0.06% |
| Meta Platforms, Inc. | 627 | US$353K | 0.05% |
| Abbvie Inc. | 1,317 | US$331K | 0.05% |
| Nike, Inc. | 7,976 | US$327K | 0.05% |
| Union Pacific Corporation | 1,200 | US$326K | 0.05% |
| United Rentals, Inc. | 280 | US$317K | 0.05% |
| Capital One Financial Corporation | 1,545 | US$310K | 0.05% |
| Williams Companies, Inc. (the) | 4,045 | US$301K | 0.05% |
| Rtx Corporation | 1,577 | US$299K | 0.05% |
| Caterpillar, Inc. | 254 | US$270K | 0.04% |
| Atlantic Union Bankshares Corporation | 6,262 | US$265K | 0.04% |
| Abbott Laboratories | 2,799 | US$254K | 0.04% |
| Altria Group, Inc. | 3,400 | US$245K | 0.04% |
| Southern Company (the) | 2,386 | US$228K | 0.03% |
| Citizens Financial Group, Inc. | 3,175 | US$222K | 0.03% |
| Mondelez International, Inc. | 3,707 | US$214K | 0.03% |
| Pfizer, Inc. | 8,604 | US$207K | 0.03% |
| Dominion Energy, Inc. | 2,973 | US$203K | 0.03% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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