Planned Solutions, Inc.

Planned Solutions, Inc. reported 155 holdings worth US$349M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Planned Solutions, Inc. reported 155 holdings worth US$349M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 13, 2026 (Form 13F).

Holdings
155
Value as reported
US$349M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc20,289US$5.87M1.7%
Nvidia Corporation20,585US$4.12M1.2%
Alphabet Inc (google) Class C6,363US$2.27M0.65%
Eli Lilly And Company1,835US$2.2M0.63%
Illinois Tool Works Inc.8,121US$2.2M0.63%
Microsoft Corp.5,652US$2.11M0.60%
Micron Technology, Inc.1,544US$1.78M0.51%
Caterpillar, Inc.1,385US$1.47M0.42%
Meta Platforms, Inc.2,123US$1.2M0.34%
Applied Materials, Inc.1,647US$1.19M0.34%
Johnson & Johnson4,312US$1.1M0.31%
International Business Machines Corporation3,810US$1.07M0.31%
Berkshire Hathaway Inc.1,959US$980K0.28%
Chevron Corporation5,635US$934K0.27%
Jp Morgan Chase & Co.2,843US$931K0.27%
Arista Networks, Inc.5,464US$928K0.27%
Merck & Company, Inc.6,896US$886K0.25%
Cisco Systems, Inc.7,456US$876K0.25%
Lam Research Corporation1,803US$781K0.22%
Procter & Gamble Company (the)4,466US$655K0.19%
Bank Of America Corporation11,489US$655K0.19%
Goldman Sachs Group, Inc. (the)611US$618K0.18%
Walmart Inc.5,429US$615K0.18%
Costco Wholesale Corporation648US$606K0.17%
Axon Enterprise, Inc.1,080US$605K0.17%
Netflix, Inc.8,309US$593K0.17%
Amazon.com, Inc.2,474US$590K0.17%
Visa Inc.1,585US$544K0.16%
Mcdonald's Corporation1,996US$540K0.15%
Nucor Corporation2,397US$534K0.15%
Welltower Inc.2,326US$528K0.15%
Pultegroup, Inc.3,502US$481K0.14%
Intel Corporation3,381US$472K0.14%
Myr Group, Inc.900US$450K0.13%
Wells Fargo & Company5,408US$447K0.13%
Texas Instruments Incorporated1,488US$444K0.13%
Taiwan Semiconductor Manufacturing Co., Ltd.926US$442K0.13%
Tesla, Inc.994US$418K0.12%
Cf Industries Holdings, Inc.3,688US$399K0.11%
Snap-on Incorporated990US$398K0.11%
D.r. Horton, Inc.2,414US$393K0.11%
Cincinnati Financial Corporation2,105US$390K0.11%
Amgen Inc.1,041US$377K0.11%
Steel Dynamics, Inc.1,564US$359K0.10%
Ventas, Inc.4,016US$357K0.10%
Gilead Sciences, Inc.2,762US$349K0.10%
Allstate Corporation (the)1,418US$337K0.10%
Asml Holding Nv168US$334K0.10%
Edison International4,440US$331K0.09%
Pnc Financial Services Group, Inc. (the)1,333US$328K0.09%
Cal-maine Foods, Inc.3,915US$315K0.09%
Shell Plc4,056US$315K0.09%
Qualcomm Incorporated1,695US$313K0.09%
Public Storage970US$309K0.09%
Victory Capital Holdings, Inc. Class A Common Stock3,546US$298K0.09%
Synchrony Financial3,779US$287K0.08%
Regions Financial Corporation9,285US$280K0.08%
Morgan Stanley1,310US$274K0.08%
Evercore Inc.800US$273K0.08%
Verizon Communications Inc.6,382US$270K0.08%
Cadence Design Systems, Inc.706US$265K0.08%
Fastenal Company5,500US$264K0.08%
Agnico Eagle Mines Limited1,688US$262K0.08%
Broadcom Inc.692US$261K0.07%
Packaging Corporation Of America1,088US$259K0.07%
Citizens Financial Group, Inc.3,599US$252K0.07%
Advanced Micro Devices Inc424US$246K0.07%
Duke Energy Corporation (holding Company)1,939US$245K0.07%
Ge Aerospace651US$243K0.07%
The Hartford Insurance Group, Inc.1,830US$243K0.07%
Williams-sonoma, Inc.1,040US$242K0.07%
Toll Brothers, Inc.1,444US$238K0.07%
State Street Corporation1,375US$233K0.07%
Mckesson Corporation305US$230K0.07%
Mastercard Incorporated447US$230K0.07%
Matson, Inc.1,172US$225K0.06%
Amphenol Corporation1,258US$222K0.06%
Newmarket Corp275US$218K0.06%
Paccar Inc.1,768US$212K0.06%
Simpson Manufacturing Company, Inc.990US$207K0.06%
Realty Income Corporation3,324US$206K0.06%
Ge Vernova Inc.174US$204K0.06%
Thermo Fisher Scientific Inc406US$204K0.06%
Starbucks Corporation1,981US$202K0.06%
Quest Diagnostics Incorporated950US$201K0.06%
At&t Inc.9,706US$201K0.06%
Banco Santander, S.a.12,996US$179K0.05%
Exxon Mobil Corporation0US$00.00%
Abbott Laboratories0US$00.00%
Intuit Inc.0US$00.00%
Cboe Global Markets, Inc.0US$00.00%
The Hershey Company0US$00.00%
Perdoceo Education Corporation0US$00.00%
Conocophillips0US$00.00%

Source

View original at SEC

Related