Planning Directions Inc
Planning Directions Inc reported 110 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Planning Directions Inc reported 110 holdings worth US$216M as of Jun 30, 2026. Largest: Apple Inc, Applied Materials, Inc. and Nvidia Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 110
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 33,856 | US$9.8M | 4.5% |
| Applied Materials, Inc. | 3,259 | US$2.36M | 1.1% |
| Nvidia Corporation | 10,565 | US$2.11M | 0.98% |
| Amazon.com, Inc. | 5,477 | US$1.31M | 0.60% |
| Microsoft Corp. | 3,232 | US$1.21M | 0.56% |
| Coherent Corp. | 2,900 | US$1.14M | 0.53% |
| Dell Technologies Inc. | 2,405 | US$1.04M | 0.48% |
| Palo Alto Networks, Inc. | 2,150 | US$733K | 0.34% |
| Walmart Inc. | 5,917 | US$670K | 0.31% |
| Alphabet Inc (google) Class C | 1,706 | US$610K | 0.28% |
| Exxon Mobil Corporation | 4,198 | US$574K | 0.27% |
| Constellation Energy Corporation | 2,103 | US$522K | 0.24% |
| Coinbase Global, Inc. | 3,528 | US$516K | 0.24% |
| Caterpillar, Inc. | 472 | US$503K | 0.23% |
| Wsfs Financial Corporation | 6,544 | US$502K | 0.23% |
| Deere & Company | 718 | US$456K | 0.21% |
| Astera Labs, Inc. | 875 | US$423K | 0.20% |
| Mcdonald's Corporation | 1,389 | US$375K | 0.17% |
| Berkshire Hathaway Inc. | 744 | US$372K | 0.17% |
| Lam Research Corporation | 775 | US$336K | 0.16% |
| Marvell Technology, Inc. | 1,080 | US$322K | 0.15% |
| Home Depot, Inc. (the) | 845 | US$298K | 0.14% |
| Nextera Energy, Inc. | 3,384 | US$297K | 0.14% |
| Loar Holdings Inc. | 3,572 | US$288K | 0.13% |
| Norfolk Southern Corporation | 907 | US$285K | 0.13% |
| Lowe's Companies, Inc. | 1,202 | US$265K | 0.12% |
| Acnb Corporation | 4,433 | US$263K | 0.12% |
| International Business Machines Corporation | 927 | US$261K | 0.12% |
| Palantir Technologies Inc. | 2,178 | US$254K | 0.12% |
| Jp Morgan Chase & Co. | 712 | US$233K | 0.11% |
| American Express Company | 671 | US$227K | 0.11% |
| Pepsico, Inc. | 1,626 | US$220K | 0.10% |
| Hca Healthcare, Inc. | 558 | US$217K | 0.10% |
| Costco Wholesale Corporation | 222 | US$208K | 0.10% |
| Exelon Corporation | 4,422 | US$206K | 0.10% |
| Procter & Gamble Company (the) | 1,384 | US$203K | 0.09% |
| Johnson & Johnson | 798 | US$203K | 0.09% |
| Agnc Investment Corp. | 17,516 | US$191K | 0.09% |
| Cormedix Inc. | 20,000 | US$157K | 0.07% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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