Planning Strategies Inc.

Planning Strategies Inc. reported 1,069 holdings worth US$160K as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Planning Strategies Inc. reported 1,069 holdings worth US$160K as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Enterprise Products Partners L.p. Filed Jul 27, 2026 (Form 13F).

Holdings
1,069
Value as reported
US$160K

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation17,596US$3.52M2196.0%
Apple Inc10,647US$3.08M1921.6%
Enterprise Products Partners L.p.68,383US$2.51M1567.9%
International Business Machines Corporation5,046US$1.42M885.1%
Microsoft Corp.3,676US$1.37M855.4%
Alphabet Inc (google) Class C2,467US$882K550.0%
Berkshire Hathaway Inc.1,720US$861K536.8%
Amazon.com, Inc.3,133US$747K465.8%
Meta Platforms, Inc.805US$454K282.9%
Johnson & Johnson1,247US$317K197.5%
Broadcom Inc.838US$316K197.4%
Jp Morgan Chase & Co.800US$262K163.3%
Abbvie Inc.1,001US$252K157.1%
Advanced Micro Devices Inc421US$245K152.5%
Tesla, Inc.545US$229K143.0%
Philip Morris International Inc1,170US$212K132.0%
Ge Aerospace534US$200K124.5%
Chevron Corporation1,097US$182K113.4%
Allstate Corporation (the)704US$168K104.5%
Mckesson Corporation216US$163K101.8%
Tanger Inc.4,100US$162K100.9%
Wells Fargo & Company1,912US$158K98.6%
Dell Technologies Inc.363US$157K97.7%
Cisco Systems, Inc.1,252US$147K91.7%
Rtx Corporation753US$143K89.1%
Walt Disney Company (the)1,473US$142K88.4%
The Hershey Company796US$140K87.1%
Western Midstream Partners, Lp3,163US$138K86.3%
Mcdonald's Corporation470US$127K79.2%
Guidewire Software, Inc.971US$119K74.5%
Usa Rare Earth, Inc.5,400US$117K72.7%
Howmet Aerospace Inc.429US$115K71.9%
Verizon Communications Inc.2,647US$112K69.9%
Micron Technology, Inc.96US$111K69.1%
Air Products And Chemicals, Inc.355US$104K64.9%
Walmart Inc.862US$97,63060.9%
Lamar Advertising Company605US$94,36858.9%
Coca-cola Company (the)1,130US$91,83557.3%
Dominion Energy, Inc.1,336US$91,23556.9%
Waste Management, Inc.395US$88,03854.9%
Carnival Corporation Ltd.3,044US$86,96754.2%
Shift4 Payments, Inc.1,746US$84,92553.0%
Truist Financial Corporation1,690US$84,19652.5%
Palantir Technologies Inc.721US$84,11952.5%
Duke Energy Corporation (holding Company)653US$82,65751.6%
Procter & Gamble Company (the)563US$82,55851.5%
Pnc Financial Services Group, Inc. (the)335US$82,48451.4%
Bristol-myers Squibb Company1,361US$78,42148.9%
General Dynamics Corporation219US$77,57948.4%
United Parcel Service, Inc.706US$75,89547.3%
Energy Transfer Lp3,880US$74,18646.3%
Altria Group, Inc.984US$70,79944.2%
Pfizer, Inc.2,869US$69,08643.1%
Ppl Corporation1,868US$67,90242.4%
Williams Companies, Inc. (the)912US$67,79842.3%
Snowflake Inc.266US$67,69742.2%
Cameco Corporation650US$66,20941.3%
Dte Energy Company429US$65,36740.8%
Boeing Company (the)297US$64,29240.1%
Super Micro Computer, Inc.2,168US$63,58739.7%
Southern Company (the)654US$62,59439.0%
Caterpillar, Inc.58US$61,76438.5%
Amgen Inc.159US$57,57735.9%
Welltower Inc.241US$54,70034.1%
Merck & Company, Inc.411US$52,81432.9%
Rocket Lab Corporation517US$52,55332.8%
Eli Lilly And Company42US$50,37631.4%
Woodward, Inc.118US$50,20231.3%
Ge Vernova Inc.43US$49,94931.2%
Evergy, Inc.569US$49,17930.7%
Enbridge Inc.889US$48,19330.1%
Ugi Corporation1,365US$47,14729.4%
Qualcomm Incorporated253US$46,75229.2%
Metlife, Inc.547US$46,28228.9%
Bank Of America Corporation809US$46,09728.8%
Oracle Corporation304US$44,55127.8%
At&t Inc.2,147US$44,44327.7%
Sun Life Financial Inc.560US$43,91527.4%
Texas Instruments Incorporated147US$43,81627.3%
Mondelez International, Inc.756US$43,72727.3%
Sandisk Corporation19US$43,20126.9%
Pinnacle West Capital Corporation397US$42,47926.5%
Blackrock, Inc.43US$41,34725.8%
Emerson Electric Company281US$40,22525.1%
Madison Square Garden Sports Corp.100US$40,18425.1%
American Tower Corporation (reit)242US$39,58424.7%
3m Company242US$39,18224.4%
Graco Inc.504US$38,10723.8%
Norwegian Cruise Line Holdings Ltd.1,761US$37,17523.2%
Newjersey Resources Corporation661US$37,04223.1%
Pepsico, Inc.267US$36,15222.5%
Lam Research Corporation83US$35,96622.4%
Amphenol Corporation196US$34,64421.6%
Constellation Energy Corporation138US$34,27521.4%
Applied Materials, Inc.47US$33,98121.2%
Fidelity National Information Services, Inc.857US$33,32020.8%
Visa Inc.96US$32,93720.5%
Intel Corporation235US$32,81320.5%
Cheniere Energy, Inc.133US$31,78819.8%
Dt Midstream, Inc.216US$31,69619.8%

Every holding of Planning Strategies Inc.

Source

View original at SEC

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