Holdings

Planning Directions Inc

As of Jun 30, 2026, Planning Directions Inc reported 39 positions worth US$30.2M. Largest: Apple Inc, Applied Materials, Inc. and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc33,856US$9.8M−8,989Jun 30, 2026
Applied Materials, Inc.3,259US$2.36M+3Jun 30, 2026
Nvidia Corporation10,565US$2.11M−5,279Jun 30, 2026
Amazon.com, Inc.5,477US$1.31M−1,051Jun 30, 2026
Microsoft Corp.3,232US$1.21M−219Jun 30, 2026
Coherent Corp.2,900US$1.14Mno changeJun 30, 2026
Dell Technologies Inc.2,405US$1.04M−43Jun 30, 2026
Palo Alto Networks, Inc.2,150US$733Kno changeJun 30, 2026
Walmart Inc.5,917US$670K+20Jun 30, 2026
Alphabet Inc (google) Class C1,706US$610K+21Jun 30, 2026