Holdings
Financial Plan, Inc.
As of Jun 30, 2026, Financial Plan, Inc. reported 26 positions worth US$32.2M. Largest: Apple Inc, Caterpillar, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,053 | US$6.09M | held for review | Jun 30, 2026 |
| Caterpillar, Inc. | 5,511 | US$5.87M | held for review | Jun 30, 2026 |
| Microsoft Corp. | 12,363 | US$4.61M | held for review | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 12,107 | US$1.75M | held for review | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,993 | US$1.5M | held for review | Jun 30, 2026 |
| Tesla, Inc. | 3,488 | US$1.47M | held for review | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,457 | US$1.36M | held for review | Jun 30, 2026 |
| Nvidia Corporation | 6,725 | US$1.35M | held for review | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,963 | US$1.06M | held for review | Jun 30, 2026 |
| Corning Incorporated | 4,003 | US$1.02M | held for review | Jun 30, 2026 |