Holdings
Vertex Planning Partners, LLC
As of Jun 30, 2026, Vertex Planning Partners, LLC reported 33 positions worth US$56.9M. Largest: Apple Inc, Abbvie Inc. and Bank Of Montreal. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 93,981 | US$27.2M | +6,306 | Jun 30, 2026 |
| Abbvie Inc. | 24,972 | US$6.28M | +10,805 | Jun 30, 2026 |
| Bank Of Montreal | 27,959 | US$4.94M | −4,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,632 | US$2.37M | +1,230 | Jun 30, 2026 |
| Cme Group Inc. | 6,785 | US$1.5M | −30 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,931 | US$1.41M | new | Jun 30, 2026 |
| Nvidia Corporation | 5,535 | US$1.11M | +1,380 | Jun 30, 2026 |
| Abbott Laboratories | 11,734 | US$1.06M | −209 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,247 | US$1.06M | +143 | Jun 30, 2026 |
| Amgen Inc. | 5,003 | US$614K | +4,347 | Jun 30, 2026 |