Holdings
Planned Solutions, Inc.
As of Jun 30, 2026, Planned Solutions, Inc. reported 87 positions worth US$56.6M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 20,289 | US$5.87M | +528 | Jun 30, 2026 |
| Nvidia Corporation | 20,585 | US$4.12M | +1,063 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,363 | US$2.27M | +376 | Jun 30, 2026 |
| Eli Lilly And Company | 1,835 | US$2.2M | −25 | Jun 30, 2026 |
| Illinois Tool Works Inc. | 8,121 | US$2.2M | +16 | Jun 30, 2026 |
| Microsoft Corp. | 5,652 | US$2.11M | +299 | Jun 30, 2026 |
| Micron Technology, Inc. | 1,544 | US$1.78M | −45 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,385 | US$1.47M | +23 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,123 | US$1.2M | +89 | Jun 30, 2026 |
| Applied Materials, Inc. | 1,647 | US$1.19M | +49 | Jun 30, 2026 |