Planning Strategies Inc. current holdings: USA Stocks
Planning Strategies Inc. reported $0.03 billion in share positions in stocks (listed in the US), 870 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are NVDA, AAPL, EPD.
- FIS: Country of operation United States; Class Stock; Shares 857; Value $33,320.
- V: Country of operation United States; Class Stock; Shares 96; Value $32,937.
- INTC: Country of operation United States; Class Stock; Shares 235; Value $32,813.
- LNG: Country of operation United States; Class Stock; Shares 133; Value $31,788.
Form 13F-HR as filed (SEC CIK 2139665): quarter ended 2026-06-30, filed 2026-07-27. 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 2026-06-30 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 |
|---|---|---|---|---|---|---|---|---|
| FIS FIDELITY NATL INFORMATION SVCS COM | United States | Stock | 857 | $33,320 | 0.12% | 2026-06-30 | 2026-07-27 | -14.22% |
| V VISA INC COM CL A | United States | Stock | 96 | $32,937 | 0.12% | 2026-06-30 | 2026-07-27 | +6.64% |
| INTC INTEL CORP COM | United States | Stock | 235 | $32,813 | 0.12% | 2026-06-30 | 2026-07-27 | -16.97% |
| LNG CHENIERE ENERGY INC COM NEW | United States | Stock | 133 | $31,788 | 0.12% | 2026-06-30 | 2026-07-27 | +11.83% |
| DTM DT MIDSTREAM INC COMMON STOCK | United States | Stock | 216 | $31,696 | 0.12% | 2026-06-30 | 2026-07-27 | -17.11% |
| FULT FULTON FINL CORP PA COM | United States | Stock | 1,238 | $29,947 | 0.11% | 2026-06-30 | 2026-07-27 | -6.37% |
| KLAC KLA CORP COM NEW | United States | Stock | 98 | $29,568 | 0.11% | 2026-06-30 | 2026-07-27 | -34.86% |
| F FORD MTR CO COM | United States | Stock | 2,125 | $29,533 | 0.11% | 2026-06-30 | 2026-07-27 | -11.51% |
| NEE NEXTERA ENERGY INC COM | United States | Stock | 324 | $28,445 | 0.11% | 2026-06-30 | 2026-07-27 | -13.54% |
| AWK AMERICAN WTR WKS CO INC NEW COM | United States | Stock | 210 | $27,632 | 0.10% | 2026-06-30 | 2026-07-27 | -1.35% |
| IART INTEGRA LIFESCIENCES HLDGS CP COM NEW | United States | Stock | 1,536 | $27,587 | 0.10% | 2026-06-30 | 2026-07-27 | -7.35% |
| ETR ENTERGY CORP NEW COM | United States | Stock | 240 | $27,566 | 0.10% | 2026-06-30 | 2026-07-27 | -13.15% |
| COF CAPITAL ONE FINL CORP COM | United States | Stock | 134 | $26,883 | 0.10% | 2026-06-30 | 2026-07-27 | -2.07% |
| MS MORGAN STANLEY COM NEW | United States | Stock | 129 | $26,874 | 0.10% | 2026-06-30 | 2026-07-27 | -7.79% |
| C CITIGROUP INC COM NEW | United States | Stock | 191 | $26,732 | 0.10% | 2026-06-30 | 2026-07-27 | -6.54% |
| EBAY EBAY INC. COM | United States | Stock | 232 | $25,926 | 0.10% | 2026-06-30 | 2026-07-27 | -5.85% |
| GIS GENERAL MILLS INC COM | United States | Stock | 734 | $25,543 | 0.10% | 2026-06-30 | 2026-07-27 | -2.82% |
| O REALTY INCOME CORP COM | United States | REIT | 400 | $24,784 | 0.09% | 2026-06-30 | 2026-07-27 | -11.01% |
| WULF TERAWULF INC COM | United States | Stock | 1,000 | $24,700 | 0.09% | 2026-06-30 | 2026-07-27 | -38.91% |
| NUE NUCOR CORP COM | United States | Stock | 109 | $24,280 | 0.09% | 2026-06-30 | 2026-07-27 | +6.06% |
| CTAS CINTAS CORP COM | United States | Stock | 142 | $24,151 | 0.09% | 2026-06-30 | 2026-07-27 | +16.26% |
| EIX EDISON INTL COM | United States | Stock | 322 | $23,973 | 0.09% | 2026-06-30 | 2026-07-27 | -28.06% |
| AJG GALLAGHER ARTHUR J & CO COM | United States | Stock | 102 | $23,416 | 0.09% | 2026-06-30 | 2026-07-27 | -0.79% |
| EA ELECTRONIC ARTS INC COM | United States | Stock | 112 | $22,984 | 0.09% | 2026-06-30 | 2026-07-27 | |
| MA MASTERCARD INCORPORATED CL A | United States | Stock | 44 | $22,598 | 0.08% | 2026-06-30 | 2026-07-27 | +9.73% |
| COST COSTCO WHOLESALE CORPORATION COM | United States | Stock | 24 | $22,451 | 0.08% | 2026-06-30 | 2026-07-27 | -1.16% |
| VRTX VERTEX PHARMACEUTICALS INC COM | United States | Stock | 45 | $22,353 | 0.08% | 2026-06-30 | 2026-07-27 | +6.04% |
| LIN LINDE PLC SHS | United Kingdom | Stock | 43 | $22,314 | 0.08% | 2026-06-30 | 2026-07-27 | -8.78% |
| PFG PRINCIPAL FINANCIAL GROUP INC COM | United States | Stock | 206 | $22,203 | 0.08% | 2026-06-30 | 2026-07-27 | +5.74% |
| CGNX COGNEX CORP COM | United States | Stock | 306 | $22,154 | 0.08% | 2026-06-30 | 2026-07-27 | -17.61% |
| UNH UNITEDHEALTH GROUP INC COM | United States | Stock | 53 | $22,028 | 0.08% | 2026-06-30 | 2026-07-27 | -9.79% |
| GPC GENUINE PARTS CO COM | United States | Stock | 186 | $21,944 | 0.08% | 2026-06-30 | 2026-07-27 | +7.60% |
| OKE ONEOK INC NEW COM | United States | Stock | 246 | $21,387 | 0.08% | 2026-06-30 | 2026-07-27 | -0.09% |
| ADI ANALOG DEVICES INC COM | United States | Stock | 53 | $21,050 | 0.08% | 2026-06-30 | 2026-07-27 | +0.26% |
| ORRF ORRSTOWN FINL SVCS INC COM | United States | Stock | 515 | $21,027 | 0.08% | 2026-06-30 | 2026-07-27 | +0.10% |
| CRM SALESFORCE INC COM | United States | Stock | 132 | $20,679 | 0.08% | 2026-06-30 | 2026-07-27 | +43.82% |
| SFL SFL CORPORATION LTD SHS | Stock | 2,000 | $20,400 | 0.08% | 2026-06-30 | 2026-07-27 | +28.04% | |
| ADBE ADOBE INC COM | United States | Stock | 97 | $19,887 | 0.07% | 2026-06-30 | 2026-07-27 | +13.73% |
| VMRK EQUITY RESIDENTIAL SH BEN INT | United States | REIT | 287 | $19,496 | 0.07% | 2026-06-30 | 2026-07-27 | -9.69% |
| GS GOLDMAN SACHS GROUP INC COM | United States | Stock | 19 | $19,216 | 0.07% | 2026-06-30 | 2026-07-27 | -9.41% |
| ILMN ILLUMINA INC COM | United States | Stock | 109 | $19,165 | 0.07% | 2026-06-30 | 2026-07-27 | +54.69% |
| MAA MID-AMER APT CMNTYS INC COM | United States | REIT | 136 | $18,896 | 0.07% | 2026-06-30 | 2026-07-27 | -14.76% |
| CPT CAMDEN PPTY TR SH BEN INT | United States | REIT | 165 | $18,891 | 0.07% | 2026-06-30 | 2026-07-27 | -14.00% |
| RF REGIONS FINANCIAL CORP NEW COM | United States | Stock | 622 | $18,784 | 0.07% | 2026-06-30 | 2026-07-27 | -10.96% |
| CRWD CROWDSTRIKE HLDGS INC CL A | United States | Stock | 24 | $18,315 | 0.07% | 2026-06-30 | 2026-07-27 | +37.71% |
| OMC OMNICOM GROUP INC COM | United States | Stock | 247 | $17,989 | 0.07% | 2026-06-30 | 2026-07-27 | +1.80% |
| BRX BRIXMOR PPTY GROUP INC COM | United States | REIT | 562 | $17,720 | 0.07% | 2026-06-30 | 2026-07-27 | -11.64% |
| MPLX MPLX LP COM UNIT REP LTD | United States | Stock | 306 | $17,242 | 0.06% | 2026-06-30 | 2026-07-27 | +1.28% |
| AVB AVALONBAY CMNTYS INC COM | United States | REIT | 91 | $17,171 | 0.06% | 2026-06-30 | 2026-07-27 | |
| MRVL MARVELL TECHNOLOGY INC COM | United States | Stock | 57 | $16,980 | 0.06% | 2026-06-30 | 2026-07-27 | -11.62% |
| AEP AMERICAN ELEC PWR CO INC COM | United States | Stock | 123 | $16,828 | 0.06% | 2026-06-30 | 2026-07-27 | -12.80% |
| PANW PALO ALTO NETWORKS INC COM | United States | Stock | 49 | $16,710 | 0.06% | 2026-06-30 | 2026-07-27 | +13.90% |
| NFLX NETFLIX INC. COM | United States | Stock | 220 | $15,708 | 0.06% | 2026-06-30 | 2026-07-27 | -1.54% |
| OKLO OKLO INC COM CL A | United States | Stock | 300 | $15,699 | 0.06% | 2026-06-30 | 2026-07-27 | -29.08% |
| OKTA OKTA INC CL A | United States | Stock | 115 | $15,692 | 0.06% | 2026-06-30 | 2026-07-27 | +50.15% |
| FITB FIFTH THIRD BANCORP COM | United States | Stock | 275 | $15,502 | 0.06% | 2026-06-30 | 2026-07-27 | -9.58% |
| STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | 16 | $15,440 | 0.06% | 2026-06-30 | 2026-07-27 | -5.34% | |
| JCI JOHNSON CTLS INTL PLC SHS | Stock | 103 | $15,049 | 0.06% | 2026-06-30 | 2026-07-27 | +2.27% | |
| APO APOLLO GLOBAL MGMT INC COM | United States | Stock | 126 | $14,907 | 0.06% | 2026-06-30 | 2026-07-27 | +0.58% |
| ADP AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 66 | $14,781 | 0.06% | 2026-06-30 | 2026-07-27 | +16.90% |
| CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Cayman Islands | Stock | 52 | $14,141 | 0.05% | 2026-06-30 | 2026-07-27 | -29.27% |
| ABT ABBOTT LABORATORIES COM | United States | Stock | 154 | $13,974 | 0.05% | 2026-06-30 | 2026-07-27 | +11.25% |
| DE DEERE & CO COM | United States | Stock | 22 | $13,955 | 0.05% | 2026-06-30 | 2026-07-27 | +7.28% |
| NOW SERVICENOW INC COM | United States | Stock | 140 | $13,899 | 0.05% | 2026-06-30 | 2026-07-27 | +30.88% |
| NSC NORFOLK SOUTHN CORP COM | United States | Stock | 44 | $13,842 | 0.05% | 2026-06-30 | 2026-07-27 | -0.51% |
| HD HOME DEPOT INC COM | United States | Stock | 38 | $13,402 | 0.05% | 2026-06-30 | 2026-07-27 | -18.33% |
| CLX CLOROX CO DEL COM | United States | Stock | 140 | $13,362 | 0.05% | 2026-06-30 | 2026-07-27 | -14.50% |
| FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW | United States | REIT | 104 | $12,838 | 0.05% | 2026-06-30 | 2026-07-27 | -11.38% |
| CNR CORE NATURAL RESOURCES INC COM SHS | United States | Stock | 160 | $12,803 | 0.05% | 2026-06-30 | 2026-07-27 | +8.10% |
| UBER UBER TECHNOLOGIES INC COM | United States | Stock | 177 | $12,772 | 0.05% | 2026-06-30 | 2026-07-27 | -3.88% |
| SMR NUSCALE PWR CORP CL A COM | United States | Stock | 1,250 | $12,538 | 0.05% | 2026-06-30 | 2026-07-27 | -22.63% |
| TMO THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 25 | $12,534 | 0.05% | 2026-06-30 | 2026-07-27 | +35.55% |
| YORW YORK WTR CO COM | United States | Stock | 401 | $12,291 | 0.05% | 2026-06-30 | 2026-07-27 | +0.23% |
| TJX TJX COS INC NEW COM | United States | Stock | 81 | $12,272 | 0.05% | 2026-06-30 | 2026-07-27 | -11.68% |
| KD KYNDRYL HLDGS INC COMMON STOCK | United States | Stock | 1,085 | $12,271 | 0.05% | 2026-06-30 | 2026-07-27 | -0.18% |
| PYPL PAYPAL HLDGS INC COM | United States | Stock | 269 | $11,615 | 0.04% | 2026-06-30 | 2026-07-27 | +24.80% |
| EQH EQUITABLE HLDGS INC COM | United States | Stock | 253 | $11,102 | 0.04% | 2026-06-30 | 2026-07-27 | +18.94% |
| PWR QUANTA SVCS INC COM | United States | Stock | 15 | $10,801 | 0.04% | 2026-06-30 | 2026-07-27 | -9.48% |
| ETN EATON CORP PLC SHS | Stock | 25 | $10,653 | 0.04% | 2026-06-30 | 2026-07-27 | +1.68% | |
| BMNR BITMINE IMMERSION TECHS INC COM NEW | United States | Stock | 800 | $10,652 | 0.04% | 2026-06-30 | 2026-07-27 | +100.83% |
| ATAI ATAIBECKLEY INC COM SHS | United States | Stock | 2,000 | $10,540 | 0.04% | 2026-06-30 | 2026-07-27 | |
| AXP AMERICAN EXPRESS CO COM | United States | Stock | 31 | $10,486 | 0.04% | 2026-06-30 | 2026-07-27 | -9.71% |
| DECK DECKERS OUTDOOR CORP COM | United States | Stock | 104 | $10,326 | 0.04% | 2026-06-30 | 2026-07-27 | -21.76% |
| CIEN CIENA CORP COM NEW | United States | Stock | 21 | $10,302 | 0.04% | 2026-06-30 | 2026-07-27 | -27.65% |
| OXY OCCIDENTAL PETE CORP COM | United States | Stock | 211 | $10,248 | 0.04% | 2026-06-30 | 2026-07-27 | +13.12% |
| HUBS HUBSPOT INC COM | United States | Stock | 56 | $10,221 | 0.04% | 2026-06-30 | 2026-07-27 | +8.31% |
| FLEX FLEX LTD ORD | Stock | 62 | $10,048 | 0.04% | 2026-06-30 | 2026-07-27 | -29.76% | |
| BX BLACKSTONE INC COM | United States | Stock | 85 | $10,002 | 0.04% | 2026-06-30 | 2026-07-27 | -3.12% |
| GILD GILEAD SCIENCES INC COM | United States | Stock | 78 | $9,855 | 0.04% | 2026-06-30 | 2026-07-27 | +19.74% |
| UNP UNION PAC CORP COM | United States | Stock | 36 | $9,792 | 0.04% | 2026-06-30 | 2026-07-27 | +0.79% |
| SIGI SELECTIVE INS GROUP INC COM | United States | Stock | 100 | $9,701 | 0.04% | 2026-06-30 | 2026-07-27 | -12.76% |
| BAX BAXTER INTL INC COM | United States | Stock | 450 | $9,594 | 0.04% | 2026-06-30 | 2026-07-27 | +10.13% |
| WDC WESTERN DIGITAL CORP COM | United States | Stock | 15 | $9,581 | 0.04% | 2026-06-30 | 2026-07-27 | -29.00% |
| VRT VERTIV HOLDINGS CO COM CL A | United States | Stock | 28 | $9,375 | 0.03% | 2026-06-30 | 2026-07-27 | -25.83% |
| VMC VULCAN MATLS CO COM | United States | Stock | 31 | $9,145 | 0.03% | 2026-06-30 | 2026-07-27 | -17.71% |
| DOC HEALTHPEAK PROPERTIES INC COM | United States | REIT | 424 | $9,074 | 0.03% | 2026-06-30 | 2026-07-27 | -5.93% |
| SCHW SCHWAB CHARLES CORP COM | United States | Stock | 98 | $9,042 | 0.03% | 2026-06-30 | 2026-07-27 | +7.40% |
| PSX PHILLIPS 66 COM | United States | Stock | 53 | $8,960 | 0.03% | 2026-06-30 | 2026-07-27 | +49.22% |
| HLT HILTON WORLDWIDE HLDGS INC COM | United States | Stock | 27 | $8,922 | 0.03% | 2026-06-30 | 2026-07-27 | -2.12% |
| IVT INVENTRUST PPTYS CORP COM NEW | United States | REIT | 250 | $8,850 | 0.03% | 2026-06-30 | 2026-07-27 | -13.76% |
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