StockDriftsStockDriftsTop 50 Strategic Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 11.88% | 115.5K | $23.7M | +83.29%(+52.49K) | $211.51(+24.88%) | 2026-03-31 | |
| DOW | DOW INC | 10.84% | 518.7K | $21.6M | -48.31%(-484.74K) | $27.01(+43.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 10.19% | 80.0K | $20.3M | -0.71%(-572) | $232.26(+29.26%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 7.48% | 85.5K | $14.9M | +4.79%(+3.90K) | $124.27(+81.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.97% | 32.1K | $11.9M | +1733.05%(+30.36K) | $426.20(-1.00%) | 2026-03-31 | |
| CVS | CVS HEALTH CORP | 5.27% | 146.3K | $10.5M | +1.20%(+1.73K) | $56.71(+69.10%) | 2026-03-31 | |
| F | FORD MTR CO DEL | 5.02% | 867.3K | $10.0M | +3.31%(+27.78K) | $10.06(+33.25%) | 2026-03-31 | |
| KHC | KRAFT HEINZ CO | 3.13% | 277.6K | $6.2M | +1.15%(+3.16K) | $30.43(-24.68%) | 2026-03-31 | |
| WDAY | WORKDAY INC CLASS A | 2.95% | 45.3K | $5.9M | new | $172.35(-27.47%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS I | 2.86% | 113.7K | $5.7M | new | $45.47(+1.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.20% |
Strategic Planning INC reports $199.29M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (11.9%), DOW (10.8%) and AAPL (10.2%). The top 20 holdings account for 87.68% of reported assets. Its disclosed equity book has returned +19.43% cumulatively over 4 quarters. Figures reflect the Q1 2026 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 Strategic Planning INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925220). View Strategic Planning INC’s 13F filings on SEC