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.
- FERG: Country of operation —; Class Stock; Shares 9; Value $2,136.
- CHD: Country of operation United States; Class Stock; Shares 22; Value $2,131.
- EQT: Country of operation United States; Class Stock; Shares 40; Value $2,127.
- IDXX: Country of operation United States; Class Stock; Shares 4; Value $2,106.
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 |
|---|---|---|---|---|---|---|---|---|
| FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 9 | $2,136 | 0.01% | 2026-06-30 | 2026-07-27 | -5.67% | |
| CHD CHURCH & DWIGHT CO INC COM | United States | Stock | 22 | $2,131 | 0.01% | 2026-06-30 | 2026-07-27 | -1.99% |
| EQT EQT CORP COM | United States | Stock | 40 | $2,127 | 0.01% | 2026-06-30 | 2026-07-27 | -8.07% |
| IDXX IDEXX LABS INC COM | United States | Stock | 4 | $2,106 | 0.01% | 2026-06-30 | 2026-07-27 | +1.33% |
| HUBB HUBBELL INC COM | United States | Stock | 4 | $2,093 | 0.01% | 2026-06-30 | 2026-07-27 | -12.25% |
| WTW WILLIS TOWERS WATSON PLC LTD SHS | Stock | 8 | $2,091 | 0.01% | 2026-06-30 | 2026-07-27 | +10.41% | |
| MSI MOTOROLA SOLUTIONS INC COM NEW | United States | Stock | 5 | $2,076 | 0.01% | 2026-06-30 | 2026-07-27 | +7.42% |
| WCC WESCO INTL INC COM | United States | Stock | 6 | $2,073 | 0.01% | 2026-06-30 | 2026-07-27 | +5.68% |
| OC OWENS CORNING NEW COM | United States | Stock | 13 | $2,066 | 0.01% | 2026-06-30 | 2026-07-27 | -25.54% |
| SOFI SOFI TECHNOLOGIES INC COM | United States | Stock | 115 | $2,062 | 0.01% | 2026-06-30 | 2026-07-27 | -11.27% |
| PPC PILGRIMS PRIDE CORP COM | United States | Stock | 73 | $2,052 | 0.01% | 2026-06-30 | 2026-07-27 | -2.99% |
| TROW PRICE T ROWE GROUP INC COM | United States | Stock | 18 | $2,046 | 0.01% | 2026-06-30 | 2026-07-27 | -8.07% |
| MPC MARATHON PETE CORP COM | United States | Stock | 8 | $2,045 | 0.01% | 2026-06-30 | 2026-07-27 | +53.33% |
| IOT SAMSARA INC COM CL A | United States | Stock | 63 | $2,043 | 0.01% | 2026-06-30 | 2026-07-27 | +17.08% |
| DOV DOVER CORP COM | United States | Stock | 9 | $2,019 | 0.01% | 2026-06-30 | 2026-07-27 | -15.42% |
| PNR PENTAIR PLC SHS | Stock | 26 | $1,993 | 0.01% | 2026-06-30 | 2026-07-27 | -30.25% | |
| XYZ BLOCK INC CL A | United States | Stock | 26 | $1,976 | 0.01% | 2026-06-30 | 2026-07-27 | -2.57% |
| CVNA CARVANA CO CL A | United States | Stock | 30 | $1,975 | 0.01% | 2026-06-30 | 2026-07-27 | -3.34% |
| VLTO VERALTO CORP COM SHS | United States | Stock | 22 | $1,951 | 0.01% | 2026-06-30 | 2026-07-27 | +8.99% |
| STZ CONSTELLATION BRANDS INC CL A | United States | Stock | 14 | $1,947 | 0.01% | 2026-06-30 | 2026-07-27 | -18.92% |
| IQV IQVIA HLDGS INC COM | United States | Stock | 10 | $1,932 | 0.01% | 2026-06-30 | 2026-07-27 | +39.21% |
| WTFC WINTRUST FINL CORP COM | United States | Stock | 12 | $1,929 | 0.01% | 2026-06-30 | 2026-07-27 | -10.72% |
| AEE AMEREN CORP COM | United States | Stock | 17 | $1,922 | 0.01% | 2026-06-30 | 2026-07-27 | -11.31% |
| ARW ARROW ELECTRS INC COM | United States | Stock | 9 | $1,921 | 0.01% | 2026-06-30 | 2026-07-27 | +7.88% |
| KMI KINDER MORGAN INC DEL COM | United States | Stock | 60 | $1,918 | 0.01% | 2026-06-30 | 2026-07-27 | -4.75% |
| CPRT COPART INC COM | United States | Stock | 68 | $1,917 | 0.01% | 2026-06-30 | 2026-07-27 | -3.72% |
| ATO ATMOS ENERGY CORP COM | United States | Stock | 11 | $1,895 | 0.01% | 2026-06-30 | 2026-07-27 | -8.52% |
| MORN MORNINGSTAR INC COM | United States | Stock | 12 | $1,872 | 0.01% | 2026-06-30 | 2026-07-27 | +19.44% |
| SNX TD SYNNEX CORPORATION COM | United States | Stock | 7 | $1,871 | 0.01% | 2026-06-30 | 2026-07-27 | -3.42% |
| WEC WEC ENERGY GROUP INC COM | United States | Stock | 16 | $1,868 | 0.01% | 2026-06-30 | 2026-07-27 | -12.15% |
| DOW DOW HLDGS INC COM | United States | Stock | 68 | $1,860 | 0.01% | 2026-06-30 | 2026-07-27 | +0.91% |
| TWLO TWILIO INC CL A | United States | Stock | 9 | $1,857 | 0.01% | 2026-06-30 | 2026-07-27 | +40.93% |
| LUV SOUTHWEST AIRLS CO COM | United States | Stock | 36 | $1,852 | 0.01% | 2026-06-30 | 2026-07-27 | -18.16% |
| DUOL DUOLINGO INC CL A COM | United States | Stock | 16 | $1,840 | 0.01% | 2026-06-30 | 2026-07-27 | +24.00% |
| CMS CMS ENERGY CORP COM | United States | Stock | 24 | $1,836 | 0.01% | 2026-06-30 | 2026-07-27 | -17.06% |
| ADM ARCHER DANIELS MIDLAND CO COM | United States | Stock | 24 | $1,834 | 0.01% | 2026-06-30 | 2026-07-27 | +3.93% |
| CRL CHARLES RIV LABS INTL INC COM | United States | Stock | 8 | $1,814 | 0.01% | 2026-06-30 | 2026-07-27 | +30.50% |
| TOL TOLL BROTHERS INC COM | United States | Stock | 11 | $1,812 | 0.01% | 2026-06-30 | 2026-07-27 | -17.52% |
| TOST TOAST INC CL A | United States | Stock | 65 | $1,808 | 0.01% | 2026-06-30 | 2026-07-27 | +9.49% |
| EWBC EAST WEST BANCORP INC COM | United States | Stock | 14 | $1,807 | 0.01% | 2026-06-30 | 2026-07-27 | -2.77% |
| HEIA HEICO CORP NEW CL A | Stock | 7 | $1,805 | 0.01% | 2026-06-30 | 2026-07-27 | ||
| SWK STANLEY BLACK & DECKER INC COM | United States | Stock | 19 | $1,788 | 0.01% | 2026-06-30 | 2026-07-27 | -5.66% |
| PK PARK HOTELS & RESORTS INC COM | United States | REIT | 125 | $1,781 | 0.01% | 2026-06-30 | 2026-07-27 | +9.26% |
| CNP CENTERPOINT ENERGY INC COM | United States | Stock | 40 | $1,762 | 0.01% | 2026-06-30 | 2026-07-27 | -16.12% |
| HRL HORMEL FOODS CORP COM | United States | Stock | 71 | $1,762 | 0.01% | 2026-06-30 | 2026-07-27 | -20.02% |
| VRSN VERISIGN INC COM | United States | Stock | 7 | $1,761 | 0.01% | 2026-06-30 | 2026-07-27 | +11.24% |
| NRG NRG ENERGY INC COM NEW | United States | Stock | 12 | $1,753 | 0.01% | 2026-06-30 | 2026-07-27 | -33.47% |
| TTWO TAKE-TWO INTERACTIVE SOFTWARE COM | United States | Stock | 7 | $1,750 | 0.01% | 2026-06-30 | 2026-07-27 | -18.88% |
| JEF JEFFERIES FINANCIAL GROUP INC COM | United States | Stock | 35 | $1,749 | 0.01% | 2026-06-30 | 2026-07-27 | -6.92% |
| TKR TIMKEN CO COM | United States | Stock | 12 | $1,744 | 0.01% | 2026-06-30 | 2026-07-27 | -19.31% |
| ODFL OLD DOMINION FREIGHT LINE INC COM | United States | Stock | 8 | $1,733 | 0.01% | 2026-06-30 | 2026-07-27 | -18.07% |
| POOL POOL CORP COM | United States | Stock | 8 | $1,719 | 0.01% | 2026-06-30 | 2026-07-27 | -24.37% |
| AMRZ AMRIZE LTD SHS | Stock | 32 | $1,706 | 0.01% | 2026-06-30 | 2026-07-27 | -29.25% | |
| PINS PINTEREST INC CL A | United States | Stock | 81 | $1,703 | 0.01% | 2026-06-30 | 2026-07-27 | -11.84% |
| CFR CULLEN FROST BANKERS INC COM | United States | Stock | 11 | $1,700 | 0.01% | 2026-06-30 | 2026-07-27 | -0.20% |
| L LOEWS CORP COM | United States | Stock | 15 | $1,698 | 0.01% | 2026-06-30 | 2026-07-27 | -6.43% |
| ROP ROPER TECHNOLOGIES INC COM | United States | Stock | 5 | $1,692 | 0.01% | 2026-06-30 | 2026-07-27 | +3.27% |
| STE STERIS PLC SHS USD | Ireland | Stock | 8 | $1,685 | 0.01% | 2026-06-30 | 2026-07-27 | +0.04% |
| LSCC LATTICE SEMICONDUCTOR CORP COM | United States | Stock | 11 | $1,683 | 0.01% | 2026-06-30 | 2026-07-27 | -17.99% |
| GPK GRAPHIC PACKAGING HLDG CO COM | United States | Stock | 159 | $1,681 | 0.01% | 2026-06-30 | 2026-07-27 | -12.87% |
| CPAY CORPAY INC COM SHS | United States | Stock | 5 | $1,666 | 0.01% | 2026-06-30 | 2026-07-27 | +17.83% |
| GRMN GARMIN LTD SHS | Stock | 7 | $1,663 | 0.01% | 2026-06-30 | 2026-07-27 | +22.18% | |
| EME EMCOR GROUP INC COM | United States | Stock | 2 | $1,660 | 0.01% | 2026-06-30 | 2026-07-27 | -8.18% |
| ESTC ELASTIC N V ORD SHS | United States | Stock | 29 | $1,654 | 0.01% | 2026-06-30 | 2026-07-27 | +55.73% |
| WY WEYERHAEUSER CO COM NEW | United States | REIT | 69 | $1,652 | 0.01% | 2026-06-30 | 2026-07-27 | -18.34% |
| VNO VORNADO RLTY TR SH BEN INT | United States | REIT | 42 | $1,651 | 0.01% | 2026-06-30 | 2026-07-27 | -13.77% |
| XPO XPO INC COM | United States | Stock | 8 | $1,642 | 0.01% | 2026-06-30 | 2026-07-27 | -13.60% |
| NTRA NATERA INC COM | United States | Stock | 6 | $1,629 | 0.01% | 2026-06-30 | 2026-07-27 | +52.71% |
| FTAI FTAI AVIATION LTD SHS | United States | Stock | 6 | $1,623 | 0.01% | 2026-06-30 | 2026-07-27 | -37.56% |
| LULU LULULEMON ATHLETICA INC COM | Stock | 14 | $1,599 | 0.01% | 2026-06-30 | 2026-07-27 | -15.16% | |
| PSA PUBLIC STORAGE COM | United States | REIT | 5 | $1,592 | 0.01% | 2026-06-30 | 2026-07-27 | -10.28% |
| CASY CASEYS GEN STORES INC COM | United States | Stock | 2 | $1,590 | 0.01% | 2026-06-30 | 2026-07-27 | -24.52% |
| NTNX NUTANIX INC CL A | United States | Stock | 31 | $1,580 | 0.01% | 2026-06-30 | 2026-07-27 | +37.54% |
| MSTR STRATEGY INC CL A NEW | United States | Stock | 18 | $1,565 | 0.01% | 2026-06-30 | 2026-07-27 | +77.92% |
| TEAM ATLASSIAN CORPORATION CL A | Stock | 20 | $1,556 | 0.01% | 2026-06-30 | 2026-07-27 | +126.20% | |
| ZM ZOOM COMMUNICATIONS INC CL A | United States | Stock | 18 | $1,554 | 0.01% | 2026-06-30 | 2026-07-27 | +2.37% |
| AFRM AFFIRM HLDGS INC COM CL A | United States | Stock | 19 | $1,549 | 0.01% | 2026-06-30 | 2026-07-27 | -15.02% |
| ES EVERSOURCE ENERGY COM | United States | Stock | 21 | $1,518 | 0.01% | 2026-06-30 | 2026-07-27 | -11.58% |
| NBIX NEUROCRINE BIOSCIENCES INC COM | United States | Stock | 9 | $1,517 | 0.01% | 2026-06-30 | 2026-07-27 | -17.91% |
| ALV AUTOLIV INC COM | Stock | 13 | $1,510 | 0.01% | 2026-06-30 | 2026-07-27 | -2.69% | |
| TREX TREX INC COM | United States | Stock | 30 | $1,501 | 0.01% | 2026-06-30 | 2026-07-27 | -11.95% |
| TTAN SERVICETITAN INC SHS CL A | United States | Stock | 21 | $1,485 | 0.01% | 2026-06-30 | 2026-07-27 | -10.17% |
| FLS FLOWSERVE CORP COM | United States | Stock | 20 | $1,483 | 0.01% | 2026-06-30 | 2026-07-27 | -0.47% |
| RIVN RIVIAN AUTOMOTIVE INC COM CL A | United States | Stock | 85 | $1,475 | 0.01% | 2026-06-30 | 2026-07-27 | -13.72% |
| HST HOST HOTELS & RESORTS INC COM | United States | REIT | 62 | $1,470 | 0.01% | 2026-06-30 | 2026-07-27 | -5.36% |
| SOLV SOLVENTUM CORP COM SHS | United States | Stock | 19 | $1,466 | 0.01% | 2026-06-30 | 2026-07-27 | +15.77% |
| ARES ARES MANAGEMENT CORPORATION CL A COM STK | United States | Stock | 13 | $1,447 | 0.01% | 2026-06-30 | 2026-07-27 | +6.88% |
| JBHT HUNT J B TRANS SVCS INC COM | United States | Stock | 5 | $1,447 | 0.01% | 2026-06-30 | 2026-07-27 | -20.78% |
| UHALB U HAUL HOLDING COMPANY COM SER N | United States | Stock | 25 | $1,443 | 0.01% | 2026-06-30 | 2026-07-27 | |
| ERIE ERIE INDTY CO CL A | United States | Stock | 6 | $1,439 | 0.01% | 2026-06-30 | 2026-07-27 | -7.22% |
| RRX REGAL REXNORD CORPORATION COM | United States | Stock | 6 | $1,429 | 0.01% | 2026-06-30 | 2026-07-27 | -34.55% |
| AVTR AVANTOR INC COM | United States | Stock | 143 | $1,416 | 0.01% | 2026-06-30 | 2026-07-27 | +53.94% |
| TKO TKO GROUP HOLDINGS INC CL A | United States | Stock | 7 | $1,409 | 0.01% | 2026-06-30 | 2026-07-27 | -11.79% |
| LPLA LPL FINL HLDGS INC COM | United States | Stock | 5 | $1,408 | 0.01% | 2026-06-30 | 2026-07-27 | +9.36% |
| AMH AMERICAN HOMES 4 RENT CL A | United States | REIT | 42 | $1,408 | 0.01% | 2026-06-30 | 2026-07-27 | -8.47% |
| OMF ONEMAIN HLDGS INC COM | United States | Stock | 23 | $1,402 | 0.01% | 2026-06-30 | 2026-07-27 | -7.58% |
| CACI CACI INTL INC CL A | United States | Stock | 3 | $1,390 | 0.01% | 2026-06-30 | 2026-07-27 | +31.27% |
| SHW SHERWIN WILLIAMS CO COM | United States | Stock | 4 | $1,377 | 0.01% | 2026-06-30 | 2026-07-27 | -4.03% |
| AMP AMERIPRISE FINL INC COM | United States | Stock | 3 | $1,376 | 0.01% | 2026-06-30 | 2026-07-27 | +8.41% |
| SLM SLM CORP COM | United States | Stock | 53 | $1,375 | 0.01% | 2026-06-30 | 2026-07-27 | -11.76% |
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