Holdings
Plan Group Financial, LLC
As of Jun 30, 2026, Plan Group Financial, LLC reported 116 positions worth US$162M. Largest: Berkshire Hathaway Inc., Jp Morgan Chase & Co. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 38,048 | US$19M | −260 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 37,583 | US$12.3M | −1,719 | Jun 30, 2026 |
| Apple Inc | 26,338 | US$7.62M | −283 | Jun 30, 2026 |
| Exxon Mobil Corporation | 51,211 | US$7M | +1,900 | Jun 30, 2026 |
| Broadcom Inc. | 12,785 | US$4.83M | +458 | Jun 30, 2026 |
| Philip Morris International Inc | 23,686 | US$4.28M | +909 | Jun 30, 2026 |
| Altria Group, Inc. | 56,096 | US$4.04M | +5,573 | Jun 30, 2026 |
| Fifth Third Bancorp | 67,424 | US$3.8M | +6,373 | Jun 30, 2026 |
| Chevron Corporation | 22,457 | US$3.72M | −1,698 | Jun 30, 2026 |
| International Business Machines Corporation | 12,853 | US$3.61M | +2,074 | Jun 30, 2026 |