Holdings
Strategic Planning Group, LLC
As of Jun 30, 2026, Strategic Planning Group, LLC reported 53 positions worth US$765M. 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 | 141K | US$40.7M | −3,110 | Jun 30, 2026 |
| Nvidia Corporation | 184K | US$36.9M | +37,391 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 96,080 | US$34.3M | +1,941 | Jun 30, 2026 |
| Microsoft Corp. | 91,869 | US$34.3M | +27,599 | Jun 30, 2026 |
| Amazon.com, Inc. | 140K | US$33.3M | +3,143 | Jun 30, 2026 |
| Broadcom Inc. | 83,182 | US$31.4M | +9,418 | Jun 30, 2026 |
| Eli Lilly And Company | 25,619 | US$30.7M | +1,663 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 14,590 | US$28.9M | +269 | Jun 30, 2026 |
| Lam Research Corporation | 61,856 | US$26.8M | +13,931 | Jun 30, 2026 |
| Arista Networks, Inc. | 140K | US$23.7M | +13,883 | Jun 30, 2026 |