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.
- DHI: Country of operation United States; Class Stock; Shares 22; Value $3,583.
- HUM: Country of operation United States; Class Stock; Shares 9; Value $3,575.
- CMI: Country of operation United States; Class Stock; Shares 5; Value $3,566.
- ATI: Country of operation United States; Class Stock; Shares 18; Value $3,548.
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 |
|---|---|---|---|---|---|---|---|---|
| DHI D R HORTON INC COM | United States | Stock | 22 | $3,583 | 0.01% | 2026-06-30 | 2026-07-27 | -14.42% |
| HUM HUMANA INC COM | United States | Stock | 9 | $3,575 | 0.01% | 2026-06-30 | 2026-07-27 | -2.61% |
| CMI CUMMINS INC COM | United States | Stock | 5 | $3,566 | 0.01% | 2026-06-30 | 2026-07-27 | -26.90% |
| ATI ATI INC COM | United States | Stock | 18 | $3,548 | 0.01% | 2026-06-30 | 2026-07-27 | -4.13% |
| ZBH ZIMMER BIOMET HOLDINGS INC COM | United States | Stock | 41 | $3,530 | 0.01% | 2026-06-30 | 2026-07-27 | +6.10% |
| VTRS VIATRIS INC COM | United States | Stock | 221 | $3,509 | 0.01% | 2026-06-30 | 2026-07-27 | +14.11% |
| KEYS KEYSIGHT TECHNOLOGIES INC COM | United States | Stock | 10 | $3,501 | 0.01% | 2026-06-30 | 2026-07-27 | +3.02% |
| KKR KKR & CO INC COM | United States | Stock | 38 | $3,488 | 0.01% | 2026-06-30 | 2026-07-27 | +1.53% |
| P EVERPURE INC CL A | United States | Stock | 44 | $3,467 | 0.01% | 2026-06-30 | 2026-07-27 | +65.06% |
| CHTR CHARTER COMMUNICATIONS INC CL A | United States | Stock | 24 | $3,413 | 0.01% | 2026-06-30 | 2026-07-27 | -22.18% |
| RSG REPUBLIC SVCS INC COM | United States | Stock | 16 | $3,409 | 0.01% | 2026-06-30 | 2026-07-27 | -0.54% |
| KDP KEURIG DR PEPPER INC COM | United States | Stock | 104 | $3,404 | 0.01% | 2026-06-30 | 2026-07-27 | -5.19% |
| COO COOPER COS INC COM | United States | Stock | 47 | $3,370 | 0.01% | 2026-06-30 | 2026-07-27 | -21.03% |
| PCAR PACCAR INC COM | United States | Stock | 28 | $3,363 | 0.01% | 2026-06-30 | 2026-07-27 | -6.93% |
| YUM YUM BRANDS INC COM | United States | Stock | 21 | $3,357 | 0.01% | 2026-06-30 | 2026-07-27 | -13.84% |
| ABTC AMERICAN BITCOIN CORP. COM CL A | United States | Stock | 4,925 | $3,354 | 0.01% | 2026-06-30 | 2026-07-27 | -14.68% |
| BSX BOSTON SCIENTIFIC CORP COM | United States | Stock | 78 | $3,329 | 0.01% | 2026-06-30 | 2026-07-27 | +2.81% |
| MTZ MASTEC INC COM | United States | Stock | 8 | $3,328 | 0.01% | 2026-06-30 | 2026-07-27 | -49.47% |
| ACGL ARCH CAP GROUP LTD ORD | Stock | 34 | $3,300 | 0.01% | 2026-06-30 | 2026-07-27 | -2.00% | |
| ITW ILLINOIS TOOL WKS INC COM | United States | Stock | 12 | $3,246 | 0.01% | 2026-06-30 | 2026-07-27 | -1.26% |
| WBS WEBSTER FINL CORP COM | United States | Stock | 41 | $3,133 | 0.01% | 2026-06-30 | 2026-07-27 | |
| HAL HALLIBURTON CO COM | United States | Stock | 92 | $3,123 | 0.01% | 2026-06-30 | 2026-07-27 | -7.10% |
| EOG EOG RES INC COM | United States | Stock | 24 | $3,114 | 0.01% | 2026-06-30 | 2026-07-27 | +7.65% |
| CME CME GROUP INC COM | United States | Stock | 14 | $3,092 | 0.01% | 2026-06-30 | 2026-07-27 | +19.20% |
| MTSI MACOM TECH SOLUTIONS HLDGS INC COM | United States | Stock | 8 | $3,043 | 0.01% | 2026-06-30 | 2026-07-27 | -25.26% |
| IRM IRON MTN INC DEL COM | United States | REIT | 24 | $3,031 | 0.01% | 2026-06-30 | 2026-07-27 | -11.73% |
| HPE HEWLETT PACKARD ENTERPRISE CO COM | United States | Stock | 67 | $3,022 | 0.01% | 2026-06-30 | 2026-07-27 | +36.31% |
| IBKR INTERACTIVE BROKERS GROUP INC COM CL A | United States | Stock | 34 | $2,959 | 0.01% | 2026-06-30 | 2026-07-27 | -0.99% |
| CAR AVIS BUDGET GROUP INC COM | United States | Stock | 20 | $2,957 | 0.01% | 2026-06-30 | 2026-07-27 | -27.76% |
| ICE INTERCONTINENTAL EXCHANGE INC COM | United States | Stock | 24 | $2,955 | 0.01% | 2026-06-30 | 2026-07-27 | +23.62% |
| WDAY WORKDAY INC CL A | United States | Stock | 24 | $2,938 | 0.01% | 2026-06-30 | 2026-07-27 | +54.53% |
| PNFP PINNACLE FINL PARTNERS INC COM | United States | Stock | 29 | $2,926 | 0.01% | 2026-06-30 | 2026-07-27 | -7.30% |
| A AGILENT TECHNOLOGIES INC COM | United States | Stock | 22 | $2,922 | 0.01% | 2026-06-30 | 2026-07-27 | +31.77% |
| LHX L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 10 | $2,906 | 0.01% | 2026-06-30 | 2026-07-27 | -18.62% |
| NI NISOURCE INC COM | United States | Stock | 61 | $2,901 | 0.01% | 2026-06-30 | 2026-07-27 | -17.31% |
| Q QNITY ELECTRONICS INC COMMON STOCK | United States | Stock | 18 | $2,860 | 0.01% | 2026-06-30 | 2026-07-27 | -23.08% |
| CAH CARDINAL HEALTH INC COM | United States | Stock | 12 | $2,851 | 0.01% | 2026-06-30 | 2026-07-27 | -5.75% |
| NKE NIKE INC CL B | United States | Stock | 69 | $2,832 | 0.01% | 2026-06-30 | 2026-07-27 | -12.69% |
| COR CENCORA INC COM | United States | Stock | 10 | $2,830 | 0.01% | 2026-06-30 | 2026-07-27 | +8.70% |
| KVUE KENVUE INC COM | United States | Stock | 148 | $2,828 | 0.01% | 2026-06-30 | 2026-07-27 | -6.28% |
| EW EDWARDS LIFESCIENCES CORP COM | United States | Stock | 31 | $2,804 | 0.01% | 2026-06-30 | 2026-07-27 | -2.63% |
| ISRG INTUITIVE SURGICAL INC COM NEW | United States | Stock | 7 | $2,784 | 0.01% | 2026-06-30 | 2026-07-27 | +3.65% |
| KMB KIMBERLY-CLARK CORP COM | United States | Stock | 25 | $2,744 | 0.01% | 2026-06-30 | 2026-07-27 | -9.82% |
| MCHP MICROCHIP TECHNOLOGY INC. COM | United States | Stock | 30 | $2,736 | 0.01% | 2026-06-30 | 2026-07-27 | -13.62% |
| HCA HCA HEALTHCARE INC COM | United States | Stock | 7 | $2,729 | 0.01% | 2026-06-30 | 2026-07-27 | +10.71% |
| TDG TRANSDIGM GROUP INC COM | United States | Stock | 2 | $2,664 | 0.01% | 2026-06-30 | 2026-07-27 | -17.44% |
| ZTS ZOETIS INC CL A | United States | Stock | 37 | $2,659 | 0.01% | 2026-06-30 | 2026-07-27 | -2.17% |
| CL COLGATE PALMOLIVE CO COM | United States | Stock | 29 | $2,659 | 0.01% | 2026-06-30 | 2026-07-27 | -5.69% |
| TPR TAPESTRY INC COM | United States | Stock | 18 | $2,635 | 0.01% | 2026-06-30 | 2026-07-27 | -22.04% |
| ATR APTARGROUP INC COM | United States | Stock | 21 | $2,629 | 0.01% | 2026-06-30 | 2026-07-27 | -1.53% |
| LAD LITHIA MTRS INC COM | United States | Stock | 9 | $2,614 | 0.01% | 2026-06-30 | 2026-07-27 | -0.42% |
| NTRS NORTHERN TR CORP COM | United States | Stock | 15 | $2,608 | 0.01% | 2026-06-30 | 2026-07-27 | -0.52% |
| DASH DOORDASH INC CL A | United States | Stock | 14 | $2,583 | 0.01% | 2026-06-30 | 2026-07-27 | +1.39% |
| CSGP COSTAR GROUP INC COM | United States | Stock | 90 | $2,549 | 0.01% | 2026-06-30 | 2026-07-27 | -4.84% |
| NOC NORTHROP GRUMMAN CORP COM | United States | Stock | 5 | $2,547 | 0.01% | 2026-06-30 | 2026-07-27 | -0.92% |
| STT STATE STR CORP COM | United States | Stock | 15 | $2,544 | 0.01% | 2026-06-30 | 2026-07-27 | +4.82% |
| RMD RESMED INC COM | United States | Stock | 13 | $2,533 | 0.01% | 2026-06-30 | 2026-07-27 | +14.34% |
| DG DOLLAR GEN CORP COM | United States | Stock | 22 | $2,532 | 0.01% | 2026-06-30 | 2026-07-27 | +6.54% |
| FDS FACTSET RESH SYS INC COM | United States | Stock | 11 | $2,531 | 0.01% | 2026-06-30 | 2026-07-27 | +12.99% |
| TSCO TRACTOR SUPPLY CO COM | United States | Stock | 80 | $2,529 | 0.01% | 2026-06-30 | 2026-07-27 | -0.32% |
| ADSK AUTODESK INC COM | United States | Stock | 13 | $2,527 | 0.01% | 2026-06-30 | 2026-07-27 | +4.51% |
| STLD STEEL DYNAMICS INC COM | United States | Stock | 11 | $2,524 | 0.01% | 2026-06-30 | 2026-07-27 | -3.29% |
| PCG PG&E CORP COM | United States | Stock | 150 | $2,523 | 0.01% | 2026-06-30 | 2026-07-27 | -27.59% |
| FHN FIRST HORIZON CORPORATION COM | United States | Stock | 97 | $2,487 | 0.01% | 2026-06-30 | 2026-07-27 | -9.91% |
| ONB OLD NATL BANCORP IND COM | United States | Stock | 96 | $2,486 | 0.01% | 2026-06-30 | 2026-07-27 | -4.09% |
| VEEV VEEVA SYS INC CL A COM | United States | Stock | 14 | $2,485 | 0.01% | 2026-06-30 | 2026-07-27 | +56.97% |
| SOLS SOLSTICE ADVANCED MATLS INC COM SHS | United States | Stock | 28 | $2,481 | 0.01% | 2026-06-30 | 2026-07-27 | -36.78% |
| FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | United States | Stock | 166 | $2,480 | 0.01% | 2026-06-30 | 2026-07-27 | -20.75% |
| DVN DEVON ENERGY CORP NEW COM | United States | Stock | 60 | $2,479 | 0.01% | 2026-06-30 | 2026-07-27 | +12.78% |
| ROK ROCKWELL AUTOMATION INC COM | United States | Stock | 5 | $2,475 | 0.01% | 2026-06-30 | 2026-07-27 | -12.84% |
| HBAN HUNTINGTON BANCSHARES INC COM | United States | Stock | 139 | $2,464 | 0.01% | 2026-06-30 | 2026-07-27 | -13.87% |
| BPOP POPULAR INC COM NEW | United States | Stock | 15 | $2,463 | 0.01% | 2026-06-30 | 2026-07-27 | -4.80% |
| DT DYNATRACE INC COM NEW | United States | Stock | 56 | $2,459 | 0.01% | 2026-06-30 | 2026-07-27 | +31.02% |
| MDT MEDTRONIC PLC SHS | Ireland | Stock | 31 | $2,425 | 0.01% | 2026-06-30 | 2026-07-27 | +11.33% |
| BE BLOOM ENERGY CORP COM CL A | United States | Stock | 8 | $2,422 | 0.01% | 2026-06-30 | 2026-07-27 | -3.78% |
| AAL AMERICAN AIRLINES GROUP INC COM | United States | Stock | 134 | $2,421 | 0.01% | 2026-06-30 | 2026-07-27 | -24.68% |
| TRGP TARGA RES CORP COM | United States | Stock | 9 | $2,413 | 0.01% | 2026-06-30 | 2026-07-27 | +2.00% |
| ALNY ALNYLAM PHARMACEUTICALS INC COM | United States | Stock | 8 | $2,408 | 0.01% | 2026-06-30 | 2026-07-27 | -15.60% |
| HIG HARTFORD INSURANCE GROUP INC COM | United States | Stock | 18 | $2,385 | 0.01% | 2026-06-30 | 2026-07-27 | -5.03% |
| NDAQ NASDAQ INC COM | United States | Stock | 30 | $2,365 | 0.01% | 2026-06-30 | 2026-07-27 | +16.53% |
| COIN COINBASE GLOBAL INC COM CL A | United States | Stock | 16 | $2,339 | 0.01% | 2026-06-30 | 2026-07-27 | +29.98% |
| FE FIRSTENERGY CORP COM | United States | Stock | 49 | $2,329 | 0.01% | 2026-06-30 | 2026-07-27 | -8.20% |
| ED CONSOLIDATED EDISON INC COM | United States | Stock | 21 | $2,323 | 0.01% | 2026-06-30 | 2026-07-27 | -6.60% |
| AVAV AEROVIRONMENT INC COM | United States | Stock | 14 | $2,311 | 0.01% | 2026-06-30 | 2026-07-27 | -13.22% |
| DOCU DOCUSIGN INC COM | United States | Stock | 52 | $2,310 | 0.01% | 2026-06-30 | 2026-07-27 | +50.79% |
| VTR VENTAS INC COM | United States | REIT | 26 | $2,309 | 0.01% | 2026-06-30 | 2026-07-27 | -2.13% |
| IP INTERNATIONAL PAPER CO COM | United States | Stock | 60 | $2,286 | 0.01% | 2026-06-30 | 2026-07-27 | -12.55% |
| FANG DIAMONDBACK ENERGY INC COM | United States | Stock | 13 | $2,285 | 0.01% | 2026-06-30 | 2026-07-27 | +4.65% |
| PODD INSULET CORP COM | United States | Stock | 15 | $2,284 | 0.01% | 2026-06-30 | 2026-07-27 | -12.75% |
| LFUS LITTELFUSE INC COM | United States | Stock | 5 | $2,277 | 0.01% | 2026-06-30 | 2026-07-27 | -5.84% |
| URI UNITED RENTALS INC COM | United States | Stock | 2 | $2,266 | 0.01% | 2026-06-30 | 2026-07-27 | -10.45% |
| DGICA DONEGAL GROUP INC CL A | United States | Stock | 120 | $2,263 | 0.01% | 2026-06-30 | 2026-07-27 | -4.19% |
| AXON AXON ENTERPRISE INC COM | United States | Stock | 4 | $2,242 | 0.01% | 2026-06-30 | 2026-07-27 | -25.16% |
| BR BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 16 | $2,191 | 0.01% | 2026-06-30 | 2026-07-27 | +17.52% |
| AU ANGLOGOLD ASHANTI PLC COM SHS | Stock | 27 | $2,184 | 0.01% | 2026-06-30 | 2026-07-27 | +16.99% | |
| XEL XCEL ENERGY INC COM | United States | Stock | 27 | $2,168 | 0.01% | 2026-06-30 | 2026-07-27 | -11.97% |
| MRSH MARSH & MCLENNAN COS INC COM | United States | Stock | 13 | $2,167 | 0.01% | 2026-06-30 | 2026-07-27 | +2.25% |
| WAB WABTEC COM | United States | Stock | 8 | $2,157 | 0.01% | 2026-06-30 | 2026-07-27 | +8.02% |
| DLR DIGITAL RLTY TR INC COM | United States | REIT | 12 | $2,155 | 0.01% | 2026-06-30 | 2026-07-27 | -1.68% |
| IFF INTERNATIONAL FLAVORS&FRAGRANC COM | United States | Stock | 27 | $2,139 | 0.01% | 2026-06-30 | 2026-07-27 | +7.61% |
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