ASSET PLANNING CORPORATION current holdings: USA Stocks
ASSET PLANNING CORPORATION reported $0.03 billion in share positions in stocks (listed in the US), 16 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are BRKB, O, MSFT.
- BRKB: Country of operation —; Class CL B NEW; Shares 41,838; Value $21,033,820.
- O: Country of operation United States; Class COM; Shares 30,467; Value $1,852,071.
- MSFT: Country of operation United States; Class COM; Shares 3,421; Value $1,772,132.
- AAPL: Country of operation United States; Class COM; Shares 6,458; Value $1,644,303.
Form 13F-HR as filed (SEC CIK 7773): quarter ended 2025-09-30, filed 2025-11-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 41,838 | $21,033,820 | 67.17% | 2025-09-30 | 2025-11-06 | |
|---|
O
REALTY INCOME CORP | United States | COM | 30,467 | $1,852,071 | 5.91% | 2025-09-30 | 2025-11-06 | -9.29% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 3,421 | $1,772,132 | 5.66% | 2025-09-30 | 2025-11-06 | -1.74% |
|---|
AAPL
APPLE INC | United States | COM | 6,458 | $1,644,303 | 5.25% | 2025-09-30 | 2025-11-06 | |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 7,714 | $869,803 | 2.78% | 2025-09-30 | 2025-11-06 | |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 3,223 | $601,271 | 1.92% | 2025-09-30 | 2025-11-06 | +21.78% |
|---|
SO
SOUTHERN CO | United States | COM | 5,390 | $510,810 | 1.63% | 2025-09-30 | 2025-11-06 | -11.94% |
|---|
SBR
SABINE RTY TR | United States | UNIT BEN INT | 5,982 | $475,270 | 1.52% | 2025-09-30 | 2025-11-06 | -11.77% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 3,090 | $474,779 | 1.52% | 2025-09-30 | 2025-11-06 | -3.47% |
|---|
HD
HOME DEPOT INC | United States | COM | 966 | $391,414 | 1.25% | 2025-09-30 | 2025-11-06 | -28.91% |
|---|
KO
COCA COLA CO | United States | COM | 5,300 | $351,496 | 1.12% | 2025-09-30 | 2025-11-06 | +30.94% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 612 | $305,517 | 0.98% | 2025-09-30 | 2025-11-06 | +2.60% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 5,600 | $288,904 | 0.92% | 2025-09-30 | 2025-11-06 | +6.53% |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 884 | $265,562 | 0.85% | 2025-09-30 | 2025-11-06 | +4.19% |
|---|
AMGN
AMGEN INC | United States | COM | 858 | $242,128 | 0.77% | 2025-09-30 | 2025-11-06 | +50.12% |
|---|
WMT
WALMART INC | United States | COM | 2,271 | $234,049 | 0.75% | 2025-09-30 | 2025-11-06 | +3.63% |
|---|
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