Strategic Planning, Inc.
CIK 1925220 · Holdings on Mar 31, 2026 · First reported May 18, 2026
Top ten holdings
Q1 2026- AMZN11.88%
- DOW10.84%
- AAPL10.19%
- NVDA7.48%
- MSFT5.97%
- CVS5.27%
- F5.02%
- KHC3.13%
- WDAY2.95%
- VZ2.86%
Share classes counted separately65.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +5.51 pp0.46% → 5.97%Shares +30.36K (+1733.05%)
- AMZNWeight increased · +4.04 pp7.84% → 11.88%Shares +52.49K (+83.29%)
- DOWWeight decreased · -1.68 pp12.52% → 10.84%Shares -484.74K (-48.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON.COM INCCOMMON STOCK View history and evidence | $23.67M | 11.88% | 115.51K shares | 7.84% → 11.88%+4.04 pp +52.49K (+83.29%) | Added | ↗▾ |
| 02 | DOWDOW INCCOMMON STOCK View history and evidence | $21.60M | 10.84% | 518.67K shares | 12.52% → 10.84%-1.68 pp -484.74K (-48.31%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $20.30M | 10.19% | 79.99K shares | 11.80% → 10.19%-1.61 pp -572 (-0.71%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORPCOMMON STOCK View history and evidence | $14.90M | 7.48% | 85.46K shares | 8.20% → 7.48%-0.72 pp +3.90K (+4.79%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $11.89M | 5.97% | 32.12K shares | 0.46% → 5.97%+5.51 pp +30.36K (+1733.05%) | Added | ↗▾ |
| 06 | CVSCVS HEALTH CORPCOMMON STOCK View history and evidence | $10.51M | 5.27% | 146.34K shares | 6.18% → 5.27%-0.91 pp +1.73K (+1.20%) | Added | ↗▾ |
| 07 | FFORD MOTOR COCOMMON STOCK View history and evidence | $10.01M | 5.02% | 867.34K shares | 5.94% → 5.02%-0.92 pp +27.78K (+3.31%) | Added | ↗▾ |
| 08 | KHCKRAFT HEINZ CO/THECOMMON STOCK View history and evidence | $6.24M | 3.13% | 277.61K shares | 3.59% → 3.13%-0.46 pp +3.16K (+1.15%) | Added | ↗▾ |
| 09 | WDAYWORKDAY INC-CLASS ACOMMON STOCK View history and evidence | $5.89M | 2.95% | 45.33K shares | Prior unavailable +45.33K | New | ↗▾ |
| 10 | VZVERIZON COMMUNICATIONS INCCOMMON STOCK View history and evidence | $5.71M | 2.86% | 113.70K shares | Prior unavailable +113.70K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PNC PNC FINANCIAL SERVICES GROUP | Non-derivative | -34,491 | -$7.20M | SEC filing ↗ | SEC filing ↗ |
| AEE AMEREN CORPORATION | Non-derivative | -42,826 | -$4.28M | SEC filing ↗ | SEC filing ↗ |
| HBAN HUNTINGTON BANCSHARES INC | Non-derivative | -195,931 | -$3.40M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1925220 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 199290204
}Research all 54 reported holdings.
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