StockDriftsStockDriftsTop 50 Planning Capital Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SER TR | 5.14% | 93.4K | $7.8M | +3.97%(+3.56K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 4.17% | 27.0K | $6.3M | +23.01%(+5.05K) | — | 2024-09-30 | |
| LMT | LOCKHEED MARTIN CORP | 3.95% | 10.2K | $6.0M | -5.99%(-650) | — | 2024-09-30 | |
| WMT | WALMART INC | 3.42% | 64.0K | $5.2M | -13.26%(-9.78K) | — | 2024-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.24% | 30.1K | $4.9M | +1.04%(+309) | — | 2024-09-30 | |
| MCD | MCDONALDS CORP | 3.17% | 15.7K | $4.8M | +5.13%(+767) | — | 2024-09-30 | |
| PG | PROCTER AND GAMBLE CO | 3.13% | 27.3K | $4.7M | +9.75%(+2.42K) | — | 2024-09-30 | |
| KO | COCA COLA CO | 3.13% | 65.7K | $4.7M | -3.26%(-2.22K) | — | 2024-09-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.84% | 95.5K | $4.3M | -5.13%(-5.17K) | — | 2024-09-30 | |
| SO | SOUTHERN CO | 2.71% | 45.3K | $4.1M | -15.58%(-8.37K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Planning Capital Management Corp reports $150.91M in US-listed equity holdings across 780 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (5.1%), AAPL (4.2%) and LMT (4.0%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Planning Capital Management Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012016). View Planning Capital Management Corp’s 13F filings on SEC