Planning Capital Management Corp
CIK 2012016 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- SPYG3.92%
- AAPL3.67%
- LMT3.64%
- MRK3.58%
- JNJ3.28%
- MCD3.25%
- SO2.98%
- WMT2.96%
- KO2.96%
- APD2.88%
Share classes counted separately33.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $5.01M | 3.92% | 76.99K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $4.70M | 3.67% | 24.39K shares | Prior unavailable — | — | ↗▾ |
| 03 | LMTLOCKHEED MARTIN CORP View history and evidence | $4.66M | 3.64% | 10.28K shares | Prior unavailable — | — | ↗▾ |
| 04 | MRKMERCK & CO. INC. View history and evidence | $4.59M | 3.58% | 42.06K shares | Prior unavailable — | — | ↗▾ |
| 05 | JNJJOHNSON & JOHNSON View history and evidence | $4.20M | 3.28% | 26.79K shares | Prior unavailable — | — | ↗▾ |
| 06 | MCDMCDONALD'S CORP View history and evidence | $4.16M | 3.25% | 14.03K shares | Prior unavailable — | — | ↗▾ |
| 07 | SOSOUTHERN CO/THE View history and evidence | $3.82M | 2.98% | 54.44K shares | Prior unavailable — | — | ↗▾ |
| 08 | WMTWALMART INC View history and evidence | $3.79M | 2.96% | 24.06K shares | Prior unavailable — | — | ↗▾ |
| 09 | KOCOCA-COLA CO/THE View history and evidence | $3.78M | 2.96% | 64.17K shares | Prior unavailable — | — | ↗▾ |
| 10 | APDAIR PRODUCTS & CHEMICALS INC View history and evidence | $3.69M | 2.88% | 13.46K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2012016 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 127931948
}Research all 650 reported holdings.
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