Holdings
Planning Strategies Inc.
As of Sep 30, 2026, Planning Strategies Inc. reported 880 positions worth US$27.7M. Largest: Nvidia Corporation, Apple Inc and Enterprise Products Partners L.p. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 17,706 | US$4.04M | +110 | Sep 30, 2026 |
| Apple Inc | 10,463 | US$3.48M | −184 | Sep 30, 2026 |
| Enterprise Products Partners L.p. | 68,501 | US$2.44M | +118 | Sep 30, 2026 |
| Microsoft Corp. | 3,768 | US$1.93M | +92 | Sep 30, 2026 |
| International Business Machines Corporation | 5,042 | US$1.11M | −4 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 1,729 | US$861K | +9 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 2,467 | US$844K | −0 | Sep 30, 2026 |
| Amazon.com, Inc. | 3,281 | US$817K | +148 | Sep 30, 2026 |
| Meta Platforms, Inc. | 727 | US$527K | −78 | Sep 30, 2026 |
| Johnson & Johnson | 1,259 | US$333K | +12 | Sep 30, 2026 |