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Strategic Planning INC

Portfolio Manager
Strategic Planning INC
Performance
+7.25% (2026 Q1)
AUM (13F)
$199.29M
# of Holdings
54
Performance Rank
Allocation (Top 20)
87.68%

Strategic Planning INC Holdings Map

Top 50 Strategic Planning INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON.COM INC
11.88%115.5K$23.7M
+83.29%(+52.49K)
2025-Q1: 64.7K shares2025-Q2: 63.5K shares2025-Q3: 63.4K shares2025-Q4: 63.0K shares2026-Q1: 115.5K shares
$211.51(+24.88%)
2026-03-31
DOW
DOW INC
10.84%518.7K$21.6M
-48.31%(-484.74K)
2025-Q1: 239.2K shares2025-Q2: 240.2K shares2025-Q3: 511.5K shares2025-Q4: 1.00M shares2026-Q1: 518.7K shares
$27.01(+43.48%)
2026-03-31
AAPL
APPLE INC
10.19%80.0K$20.3M
-0.71%(-572)
2025-Q1: 82.5K shares2025-Q2: 81.7K shares2025-Q3: 81.9K shares2025-Q4: 80.6K shares2026-Q1: 80.0K shares
$232.26(+29.26%)
2026-03-31
NVDA
NVIDIA CORP
7.48%85.5K$14.9M
+4.79%(+3.90K)
2025-Q1: 86.7K shares2025-Q2: 86.1K shares2025-Q3: 86.5K shares2025-Q4: 81.6K shares2026-Q1: 85.5K shares
$124.27(+81.31%)
2026-03-31
MSFT
MICROSOFT CORP
5.97%32.1K$11.9M
+1733.05%(+30.36K)
2025-Q1: 1.6K shares2025-Q2: 1.5K shares2025-Q3: 1.7K shares2025-Q4: 1.8K shares2026-Q1: 32.1K shares
$426.20(-1.00%)
2026-03-31
CVS
CVS HEALTH CORP
5.27%146.3K$10.5M
+1.20%(+1.73K)
2025-Q1: 145.4K shares2025-Q2: 143.2K shares2025-Q3: 144.4K shares2025-Q4: 144.6K shares2026-Q1: 146.3K shares
$56.71(+69.10%)
2026-03-31
F
FORD MTR CO DEL
5.02%867.3K$10.0M
+3.31%(+27.78K)
2025-Q1: 846.6K shares2025-Q2: 850.6K shares2025-Q3: 859.4K shares2025-Q4: 839.6K shares2026-Q1: 867.3K shares
$10.06(+33.25%)
2026-03-31
KHC
KRAFT HEINZ CO
3.13%277.6K$6.2M
+1.15%(+3.16K)
2025-Q1: 283.4K shares2025-Q2: 279.4K shares2025-Q3: 282.9K shares2025-Q4: 274.5K shares2026-Q1: 277.6K shares
$30.43(-24.68%)
2026-03-31
WDAY
WORKDAY INC CLASS A
2.95%45.3K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 45.3K shares
$172.35(-27.47%)
2026-03-31
VZ
VERIZON COMMUNICATIONS I
2.86%113.7K$5.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 113.7K shares
$45.47(+1.99%)
2026-03-31

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