Holdings
Partners in Financial Planning
As of Jun 30, 2026, Partners in Financial Planning reported 48 positions worth US$35.2M. Largest: Norfolk Southern Corporation, Alphabet Inc (google) Class C and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Norfolk Southern Corporation | 9,376 | US$2.95M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,054 | US$1.81M | −24 | Jun 30, 2026 |
| Exxon Mobil Corporation | 12,623 | US$1.73M | no change | Jun 30, 2026 |
| Apple Inc | 5,921 | US$1.71M | −225 | Jun 30, 2026 |
| Steel Dynamics, Inc. | 6,412 | US$1.47M | −220 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,675 | US$1.35M | −32 | Jun 30, 2026 |
| Tesla, Inc. | 3,066 | US$1.29M | no change | Jun 30, 2026 |
| Chevron Corporation | 7,634 | US$1.27M | +1 | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 5,033 | US$1.19M | no change | Jun 30, 2026 |
| Ge Vernova Inc. | 985 | US$1.16M | −8 | Jun 30, 2026 |