Holdings
Planning Center, Inc.
As of Jun 30, 2026, Planning Center, Inc. reported 37 positions worth US$44.1M. Largest: Deere & Company, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Deere & Company | 14,238 | US$9.03M | +174 | Jun 30, 2026 |
| Apple Inc | 31,138 | US$9.01M | −757 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 6,819 | US$3.41M | +194 | Jun 30, 2026 |
| Nvidia Corporation | 9,752 | US$1.95M | +575 | Jun 30, 2026 |
| Microsoft Corp. | 4,803 | US$1.79M | −6 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,666 | US$1.77M | +48 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,889 | US$1.64M | +11 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,214 | US$1.38M | +123 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,648 | US$1.3M | +191 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 3,248 | US$1.15M | no change | Jun 30, 2026 |