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.
- TT: Country of operation —; Class Stock; Shares 18; Value $8,841.
- LMT: Country of operation United States; Class Stock; Shares 17; Value $8,661.
- CB: Country of operation —; Class Stock; Shares 25; Value $8,519.
- GLW: Country of operation United States; Class Stock; Shares 33; Value $8,429.
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 |
|---|---|---|---|---|---|---|---|---|
| TT TRANE TECHNOLOGIES PLC SHS | Stock | 18 | $8,841 | 0.03% | 2026-06-30 | 2026-07-27 | -7.24% | |
| LMT LOCKHEED MARTIN CORP COM | United States | Stock | 17 | $8,661 | 0.03% | 2026-06-30 | 2026-07-27 | +0.54% |
| CB CHUBB LIMITED COM | Stock | 25 | $8,519 | 0.03% | 2026-06-30 | 2026-07-27 | -2.54% | |
| GLW CORNING INC COM | United States | Stock | 33 | $8,429 | 0.03% | 2026-06-30 | 2026-07-27 | -37.87% |
| ECG EVERUS CONSTR GROUP COM | United States | Stock | 50 | $8,298 | 0.03% | 2026-06-30 | 2026-07-27 | -29.01% |
| CDNS CADENCE DESIGN SYSTEM INC COM | United States | Stock | 22 | $8,257 | 0.03% | 2026-06-30 | 2026-07-27 | -13.63% |
| BNY BANK OF NY MELLON CORP COM | United States | Stock | 57 | $8,243 | 0.03% | 2026-06-30 | 2026-07-27 | +1.64% |
| SRE SEMPRA COM | United States | Stock | 87 | $8,066 | 0.03% | 2026-06-30 | 2026-07-27 | -15.67% |
| BKNG BOOKING HOLDINGS INC COM | United States | Stock | 45 | $8,021 | 0.03% | 2026-06-30 | 2026-07-27 | -8.92% |
| ANET ARISTA NETWORKS INC COM SHS | United States | Stock | 46 | $7,814 | 0.03% | 2026-06-30 | 2026-07-27 | +19.41% |
| CVS CVS HEALTH CORP COM | United States | Stock | 75 | $7,759 | 0.03% | 2026-06-30 | 2026-07-27 | -15.80% |
| LOAR LOAR HOLDINGS INC COM SHS | United States | Stock | 96 | $7,739 | 0.03% | 2026-06-30 | 2026-07-27 | -21.16% |
| LOW LOWES COS INC COM | United States | Stock | 35 | $7,717 | 0.03% | 2026-06-30 | 2026-07-27 | -15.07% |
| CRML CRITICAL METALS CORP PUBCO ORD SHS | Stock | 750 | $7,688 | 0.03% | 2026-06-30 | 2026-07-27 | -28.00% | |
| PGR PROGRESSIVE CORP COM | United States | Stock | 35 | $7,646 | 0.03% | 2026-06-30 | 2026-07-27 | -3.63% |
| KEY KEYCORP COM | United States | Stock | 331 | $7,630 | 0.03% | 2026-06-30 | 2026-07-27 | -12.71% |
| PLD PROLOGIS INC. COM | United States | REIT | 56 | $7,586 | 0.03% | 2026-06-30 | 2026-07-27 | -2.11% |
| BDX BECTON DICKINSON & CO COM | United States | Stock | 50 | $7,567 | 0.03% | 2026-06-30 | 2026-07-27 | +20.25% |
| CARR CARRIER GLOBAL CORPORATION COM | United States | Stock | 100 | $7,335 | 0.03% | 2026-06-30 | 2026-07-27 | -24.50% |
| SPGI S&P GLOBAL INC COM | United States | Stock | 18 | $7,331 | 0.03% | 2026-06-30 | 2026-07-27 | +1.86% |
| XYL XYLEM INC COM | United States | Stock | 61 | $7,232 | 0.03% | 2026-06-30 | 2026-07-27 | -14.62% |
| EPR EPR PPTYS COM SH BEN INT | United States | REIT | 122 | $7,077 | 0.03% | 2026-06-30 | 2026-07-27 | -1.41% |
| TEL TE CONNECTIVITY PLC ORD SHS | Stock | 35 | $7,056 | 0.03% | 2026-06-30 | 2026-07-27 | +5.45% | |
| DHR DANAHER CORP DEL COM | United States | Stock | 37 | $7,048 | 0.03% | 2026-06-30 | 2026-07-27 | +18.71% |
| DDOG DATADOG INC CL A COM | United States | Stock | 27 | $7,030 | 0.03% | 2026-06-30 | 2026-07-27 | +3.15% |
| PRU PRUDENTIAL FINL INC COM | United States | Stock | 65 | $7,015 | 0.03% | 2026-06-30 | 2026-07-27 | +6.61% |
| BIIB BIOGEN INC COM | United States | Stock | 32 | $6,914 | 0.03% | 2026-06-30 | 2026-07-27 | +5.10% |
| IRDM IRIDIUM COMMUNICATIONS INC COM | United States | Stock | 125 | $6,864 | 0.03% | 2026-06-30 | 2026-07-27 | -12.60% |
| EXC EXELON CORP COM | United States | Stock | 146 | $6,807 | 0.03% | 2026-06-30 | 2026-07-27 | -12.81% |
| FDMT 4D MOLECULAR THERAPEUTICS INC COM | United States | Stock | 502 | $6,677 | 0.02% | 2026-06-30 | 2026-07-27 | +8.95% |
| PPG PPG INDS INC COM | United States | Stock | 55 | $6,671 | 0.02% | 2026-06-30 | 2026-07-27 | -12.59% |
| COP CONOCOPHILLIPS COM | United States | Stock | 64 | $6,653 | 0.02% | 2026-06-30 | 2026-07-27 | +20.66% |
| FTNT FORTINET INC COM | United States | Stock | 42 | $6,452 | 0.02% | 2026-06-30 | 2026-07-27 | +14.54% |
| CMCSA COMCAST CORP NEW CL A | United States | Stock | 261 | $6,408 | 0.02% | 2026-06-30 | 2026-07-27 | -12.02% |
| FCX FREEPORT MCMORAN INC CL B | United States | Stock | 101 | $6,352 | 0.02% | 2026-06-30 | 2026-07-27 | +12.56% |
| COHR COHERENT CORP COM | United States | Stock | 16 | $6,312 | 0.02% | 2026-06-30 | 2026-07-27 | -25.92% |
| SYK STRYKER CORPORATION COM | United States | Stock | 20 | $6,297 | 0.02% | 2026-06-30 | 2026-07-27 | -11.46% |
| TER TERADYNE INC COM | United States | Stock | 13 | $6,290 | 0.02% | 2026-06-30 | 2026-07-27 | -16.70% |
| SBUX STARBUCKS CORP COM | United States | Stock | 61 | $6,234 | 0.02% | 2026-06-30 | 2026-07-27 | -6.62% |
| USB US BANCORP COM NEW | United States | Stock | 103 | $6,221 | 0.02% | 2026-06-30 | 2026-07-27 | -3.74% |
| APP APPLOVIN CORP COM CL A | United States | Stock | 12 | $6,183 | 0.02% | 2026-06-30 | 2026-07-27 | -40.68% |
| SYF SYNCHRONY FINANCIAL COM | United States | Stock | 77 | $5,856 | 0.02% | 2026-06-30 | 2026-07-27 | -5.69% |
| NEM NEWMONT CORP COM | United States | Stock | 61 | $5,697 | 0.02% | 2026-06-30 | 2026-07-27 | +25.36% |
| CSX CSX CORP COM | United States | Stock | 118 | $5,609 | 0.02% | 2026-06-30 | 2026-07-27 | -1.26% |
| MAR MARRIOTT INTL INC NEW CL A | United States | Stock | 15 | $5,559 | 0.02% | 2026-06-30 | 2026-07-27 | -2.42% |
| BRO BROWN & BROWN INC COM | United States | Stock | 86 | $5,517 | 0.02% | 2026-06-30 | 2026-07-27 | -5.53% |
| PAYX PAYCHEX INC COM | United States | Stock | 56 | $5,506 | 0.02% | 2026-06-30 | 2026-07-27 | +1.00% |
| TMUS T-MOBILE US INC COM | United States | Stock | 32 | $5,367 | 0.02% | 2026-06-30 | 2026-07-27 | -2.83% |
| ROST ROSS STORES INC COM | United States | Stock | 25 | $5,321 | 0.02% | 2026-06-30 | 2026-07-27 | +10.12% |
| JHX JAMES HARDIE INDS PLC ORD SHS | Stock | 200 | $5,236 | 0.02% | 2026-06-30 | 2026-07-27 | -4.13% | |
| AIG AMERICAN INTL GROUP INC COM NEW | United States | Stock | 70 | $5,217 | 0.02% | 2026-06-30 | 2026-07-27 | +0.99% |
| EQIX EQUINIX INC COM | United States | REIT | 5 | $5,212 | 0.02% | 2026-06-30 | 2026-07-27 | -2.60% |
| ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART | United States | Stock | 215 | $5,156 | 0.02% | 2026-06-30 | 2026-07-27 | +1.67% |
| VIK VIKING HOLDINGS LTD ORD SHS | United States | Stock | 49 | $5,129 | 0.02% | 2026-06-30 | 2026-07-27 | -24.80% |
| DAL DELTA AIR LINES INC COM NEW | United States | Stock | 54 | $5,058 | 0.02% | 2026-06-30 | 2026-07-27 | -9.39% |
| FDX FEDEX CORP COM | United States | Stock | 16 | $5,010 | 0.02% | 2026-06-30 | 2026-07-27 | -8.19% |
| VLO VALERO ENERGY CORP COM | United States | Stock | 19 | $4,948 | 0.02% | 2026-06-30 | 2026-07-27 | +48.87% |
| WAT WATERS CORP COM | United States | Stock | 13 | $4,876 | 0.02% | 2026-06-30 | 2026-07-27 | +18.19% |
| WBD WARNER BROS DISCOVERY INC COM SER A | United States | Stock | 181 | $4,825 | 0.02% | 2026-06-30 | 2026-07-27 | +15.72% |
| AFL AFLAC INC COM | United States | Stock | 41 | $4,807 | 0.02% | 2026-06-30 | 2026-07-27 | -3.06% |
| ABNB AIRBNB INC COM CL A | United States | Stock | 33 | $4,722 | 0.02% | 2026-06-30 | 2026-07-27 | +9.69% |
| SPG SIMON PPTY GROUP INC NEW COM | United States | REIT | 21 | $4,697 | 0.02% | 2026-06-30 | 2026-07-27 | -8.66% |
| ELV ELEVANCE HEALTH INC FORMERLY A COM | United States | Stock | 12 | $4,641 | 0.02% | 2026-06-30 | 2026-07-27 | +1.55% |
| JBL JABIL INC COM | United States | Stock | 12 | $4,626 | 0.02% | 2026-06-30 | 2026-07-27 | -17.29% |
| MCO MOODYS CORP COM | United States | Stock | 10 | $4,529 | 0.02% | 2026-06-30 | 2026-07-27 | +0.42% |
| CORZ CORE SCIENTIFIC INC NEW COM | United States | Stock | 176 | $4,504 | 0.02% | 2026-06-30 | 2026-07-27 | -36.26% |
| SLB SLB LIMITED COM STK | Stock | 94 | $4,370 | 0.02% | 2026-06-30 | 2026-07-27 | +7.27% | |
| FISV FISERV INC COM | United States | Stock | 89 | $4,365 | 0.02% | 2026-06-30 | 2026-07-27 | -7.52% |
| ACN ACCENTURE PLC IRELAND SHS CLASS A | Stock | 35 | $4,355 | 0.02% | 2026-06-30 | 2026-07-27 | +42.33% | |
| AME AMETEK INC COM | United States | Stock | 18 | $4,355 | 0.02% | 2026-06-30 | 2026-07-27 | +3.65% |
| RBLX ROBLOX CORP CL A | United States | Stock | 80 | $4,350 | 0.02% | 2026-06-30 | 2026-07-27 | -24.27% |
| ON ON SEMICONDUCTOR CORP COM | United States | Stock | 46 | $4,349 | 0.02% | 2026-06-30 | 2026-07-27 | -19.66% |
| BKR BAKER HUGHES COMPANY CL A | United States | Stock | 78 | $4,329 | 0.02% | 2026-06-30 | 2026-07-27 | +0.76% |
| HOOD ROBINHOOD MKTS INC COM CL A | United States | Stock | 43 | $4,312 | 0.02% | 2026-06-30 | 2026-07-27 | +15.90% |
| MP MP MATERIALS CORP COM CL A | United States | Stock | 75 | $4,201 | 0.02% | 2026-06-30 | 2026-07-27 | -18.89% |
| ORLY OREILLY AUTOMOTIVE INC COM | United States | Stock | 45 | $4,144 | 0.02% | 2026-06-30 | 2026-07-27 | -6.54% |
| GM GENERAL MTRS CO COM | United States | Stock | 53 | $4,085 | 0.02% | 2026-06-30 | 2026-07-27 | +4.40% |
| SNPS SYNOPSYS INC COM | United States | Stock | 9 | $4,015 | 0.01% | 2026-06-30 | 2026-07-27 | -6.95% |
| TRV TRAVELERS COMPANIES INC COM | United States | Stock | 12 | $3,961 | 0.01% | 2026-06-30 | 2026-07-27 | +10.02% |
| MNST MONSTER BEVERAGE CORP NEW COM | United States | Stock | 41 | $3,941 | 0.01% | 2026-06-30 | 2026-07-27 | — split 2026-07-20, ratio not on file |
| NET CLOUDFLARE INC CL A COM | United States | Stock | 16 | $3,924 | 0.01% | 2026-06-30 | 2026-07-27 | +43.62% |
| PH PARKER-HANNIFIN CORP COM | United States | Stock | 4 | $3,912 | 0.01% | 2026-06-30 | 2026-07-27 | -0.79% |
| AMKR AMKOR TECHNOLOGY INC COM | United States | Stock | 45 | $3,880 | 0.01% | 2026-06-30 | 2026-07-27 | -37.21% |
| CRH CRH PLC ORD | Stock | 36 | $3,852 | 0.01% | 2026-06-30 | 2026-07-27 | -21.00% | |
| CTVA CORTEVA INC COM | United States | Stock | 45 | $3,811 | 0.01% | 2026-06-30 | 2026-07-27 | -8.05% |
| VST VISTRA CORP COM | United States | Stock | 24 | $3,807 | 0.01% | 2026-06-30 | 2026-07-27 | -11.22% |
| TGT TARGET CORP COM | United States | Stock | 29 | $3,788 | 0.01% | 2026-06-30 | 2026-07-27 | +19.77% |
| GEN GEN DIGITAL INC COM | United States | Stock | 151 | $3,758 | 0.01% | 2026-06-30 | 2026-07-27 | -16.23% |
| FAST FASTENAL CO COM | United States | Stock | 78 | $3,746 | 0.01% | 2026-06-30 | 2026-07-27 | +4.02% |
| REGN REGENERON PHARMACEUTICALS COM | United States | Stock | 6 | $3,741 | 0.01% | 2026-06-30 | 2026-07-27 | +20.36% |
| CNC CENTENE CORP DEL COM | United States | Stock | 58 | $3,723 | 0.01% | 2026-06-30 | 2026-07-27 | -3.08% |
| NTAP NETAPP INC COM | United States | Stock | 24 | $3,714 | 0.01% | 2026-06-30 | 2026-07-27 | +35.16% |
| VKTX VIKING THERAPEUTICS INC COM | United States | Stock | 94 | $3,667 | 0.01% | 2026-06-30 | 2026-07-27 | -18.46% |
| LYV LIVE NATION ENTERTAINMENT INC COM | United States | Stock | 20 | $3,662 | 0.01% | 2026-06-30 | 2026-07-27 | -6.56% |
| NXPI NXP SEMICONDUCTORS N V COM | Stock | 13 | $3,653 | 0.01% | 2026-06-30 | 2026-07-27 | -15.86% | |
| OTIS OTIS WORLDWIDE CORP COM | United States | Stock | 51 | $3,652 | 0.01% | 2026-06-30 | 2026-07-27 | -8.34% |
| AON AON PLC SHS CL A | Ireland | Stock | 11 | $3,649 | 0.01% | 2026-06-30 | 2026-07-27 | -16.82% |
| ECL ECOLAB INC COM | United States | Stock | 13 | $3,622 | 0.01% | 2026-06-30 | 2026-07-27 | -0.27% |
| PENN PENN ENTERTAINMENT INC COM | United States | Stock | 168 | $3,588 | 0.01% | 2026-06-30 | 2026-07-27 | -31.60% |
| CI THE CIGNA GROUP COM | United States | Stock | 13 | $3,584 | 0.01% | 2026-06-30 | 2026-07-27 | -0.15% |
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