Holdings
Ofc Financial Planning, LLC
As of Jun 30, 2026, Ofc Financial Planning, LLC reported 19 positions worth US$37.6M. Largest: Apple Inc, Caterpillar, Inc. and Quanta Services, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 83,046 | US$24M | +802 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,695 | US$1.81M | no change | Jun 30, 2026 |
| Quanta Services, Inc. | 2,405 | US$1.73M | no change | Jun 30, 2026 |
| Nucor Corporation | 7,526 | US$1.68M | no change | Jun 30, 2026 |
| Microsoft Corp. | 4,169 | US$1.56M | +467 | Jun 30, 2026 |
| Citigroup, Inc. | 9,142 | US$1.28M | +21 | Jun 30, 2026 |
| Nvidia Corporation | 4,343 | US$869K | +135 | Jun 30, 2026 |
| Vistra Corp. | 5,150 | US$817K | no change | Jun 30, 2026 |
| Texas Instruments Incorporated | 1,773 | US$528K | −3 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,442 | US$515K | −1,635 | Jun 30, 2026 |