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.
- PHM: Country of operation United States; Class Stock; Shares 10; Value $1,372.
- SN: Country of operation United States; Class Stock; Shares 9; Value $1,370.
- CCI: Country of operation United States; Class REIT; Shares 18; Value $1,363.
- MKC: Country of operation United States; Class Stock; Shares 27; Value $1,361.
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 |
|---|---|---|---|---|---|---|---|---|
| PHM PULTE GROUP INC COM | United States | Stock | 10 | $1,372 | 0.01% | 2026-06-30 | 2026-07-27 | -13.64% |
| SN SHARKNINJA INC COM SHS | United States | Stock | 9 | $1,370 | 0.01% | 2026-06-30 | 2026-07-27 | +19.81% |
| CCI CROWN CASTLE INC COM | United States | REIT | 18 | $1,363 | 0.01% | 2026-06-30 | 2026-07-27 | -11.44% |
| MKC MCCORMICK & CO INC COM NON VTG | United States | Stock | 27 | $1,361 | 0.01% | 2026-06-30 | 2026-07-27 | -4.01% |
| GDDY GODADDY INC CL A | United States | Stock | 16 | $1,358 | 0.01% | 2026-06-30 | 2026-07-27 | +10.82% |
| DD DUPONT DE NEMOURS INC COMMON STOCK | United States | Stock | 10 | $1,356 | 0.01% | 2026-06-30 | 2026-07-27 | -4.07% |
| REG REGENCY CTRS CORP COM | United States | REIT | 17 | $1,356 | 0.01% | 2026-06-30 | 2026-07-27 | -8.88% |
| APG API GROUP CORP COM STK | United States | Stock | 32 | $1,355 | 0.01% | 2026-06-30 | 2026-07-27 | -8.50% |
| CHWY CHEWY INC CL A | United States | Stock | 68 | $1,336 | 0.00% | 2026-06-30 | 2026-07-27 | -7.07% |
| MKSI MKS INC. COM | United States | Stock | 3 | $1,334 | 0.00% | 2026-06-30 | 2026-07-27 | -40.19% |
| CAVA CAVA GROUP INC COM | United States | Stock | 17 | $1,334 | 0.00% | 2026-06-30 | 2026-07-27 | -32.29% |
| AGNC AGNC INVT CORP COM | United States | REIT | 122 | $1,330 | 0.00% | 2026-06-30 | 2026-07-27 | -13.30% |
| RYAN RYAN SPECIALTY HOLDINGS INC CL A | United States | Stock | 35 | $1,322 | 0.00% | 2026-06-30 | 2026-07-27 | +0.24% |
| KNSL KINSALE CAP GROUP INC COM | United States | Stock | 4 | $1,319 | 0.00% | 2026-06-30 | 2026-07-27 | -1.99% |
| ZION ZIONS BANCORPORATION NATL ASSN COM | United States | Stock | 19 | $1,315 | 0.00% | 2026-06-30 | 2026-07-27 | -9.51% |
| EXR EXTRA SPACE STORAGE INC COM | United States | REIT | 9 | $1,308 | 0.00% | 2026-06-30 | 2026-07-27 | -8.13% |
| INTU INTUIT COM | United States | Stock | 5 | $1,305 | 0.00% | 2026-06-30 | 2026-07-27 | +2.69% |
| CRBG COREBRIDGE FINL INC COM | United States | Stock | 45 | $1,288 | 0.00% | 2026-06-30 | 2026-07-27 | +17.95% |
| GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | United States | Stock | 20 | $1,280 | 0.00% | 2026-06-30 | 2026-07-27 | +3.83% |
| DXCM DEXCOM INC COM | United States | Stock | 19 | $1,280 | 0.00% | 2026-06-30 | 2026-07-27 | +28.64% |
| DGX QUEST DIAGNOSTICS INC COM | United States | Stock | 6 | $1,272 | 0.00% | 2026-06-30 | 2026-07-27 | +9.45% |
| EL LAUDER ESTEE COS INC CL A | United States | Stock | 16 | $1,263 | 0.00% | 2026-06-30 | 2026-07-27 | +19.53% |
| VRSK VERISK ANALYTICS INC COM | United States | Stock | 7 | $1,257 | 0.00% | 2026-06-30 | 2026-07-27 | -7.57% |
| SYY SYSCO CORP COM | United States | Stock | 15 | $1,254 | 0.00% | 2026-06-30 | 2026-07-27 | -6.09% |
| GTLB GITLAB INC CLASS A COM | United States | Stock | 41 | $1,252 | 0.00% | 2026-06-30 | 2026-07-27 | +53.00% |
| UDR UDR INC COM | United States | REIT | 31 | $1,238 | 0.00% | 2026-06-30 | 2026-07-27 | -14.95% |
| SBAC SBA COMMUNICATIONS CORP CL A | United States | REIT | 7 | $1,235 | 0.00% | 2026-06-30 | 2026-07-27 | -7.74% |
| CRS CARPENTER TECHNOLOGY CORP COM | United States | Stock | 2 | $1,234 | 0.00% | 2026-06-30 | 2026-07-27 | -36.49% |
| OWL BLUE OWL CAPITAL INC COM CL A | United States | Stock | 141 | $1,234 | 0.00% | 2026-06-30 | 2026-07-27 | +6.06% |
| IR INGERSOLL RAND INC COM | United States | Stock | 15 | $1,230 | 0.00% | 2026-06-30 | 2026-07-27 | -6.72% |
| KHC KRAFT HEINZ CO COM | United States | Stock | 52 | $1,228 | 0.00% | 2026-06-30 | 2026-07-27 | -0.72% |
| FLUT FLUTTER ENTMT PLC SHS | Stock | 12 | $1,226 | 0.00% | 2026-06-30 | 2026-07-27 | -27.13% | |
| KR KROGER CO COM | United States | Stock | 22 | $1,222 | 0.00% | 2026-06-30 | 2026-07-27 | +9.47% |
| LNT ALLIANT ENERGY CORP COM | United States | Stock | 16 | $1,221 | 0.00% | 2026-06-30 | 2026-07-27 | -15.66% |
| CBOE CBOE GLOBAL MKTS INC COM | United States | Stock | 5 | $1,213 | 0.00% | 2026-06-30 | 2026-07-27 | +7.86% |
| RGLD ROYAL GOLD INC COM | United States | Stock | 6 | $1,198 | 0.00% | 2026-06-30 | 2026-07-27 | +19.70% |
| NWS NEWS CORP NEW CL B | United States | Stock | 42 | $1,179 | 0.00% | 2026-06-30 | 2026-07-27 | +12.26% |
| SGI SOMNIGROUP INTERNATIONAL INC COM | United States | Stock | 15 | $1,176 | 0.00% | 2026-06-30 | 2026-07-27 | -20.59% |
| RBA RB GLOBAL INC COM | Stock | 10 | $1,165 | 0.00% | 2026-06-30 | 2026-07-27 | -30.11% | |
| H HYATT HOTELS CORP COM CL A | United States | Stock | 6 | $1,163 | 0.00% | 2026-06-30 | 2026-07-27 | -16.42% |
| INVH INVITATION HOMES INC COM | United States | REIT | 38 | $1,148 | 0.00% | 2026-06-30 | 2026-07-27 | -12.05% |
| INGR INGREDION INC COM | United States | Stock | 12 | $1,137 | 0.00% | 2026-06-30 | 2026-07-27 | +1.85% |
| FTI TECHNIPFMC PLC COM | United Kingdom | Stock | 17 | $1,127 | 0.00% | 2026-06-30 | 2026-07-27 | +3.85% |
| FNB F N B CORP COM | United States | Stock | 59 | $1,126 | 0.00% | 2026-06-30 | 2026-07-27 | -9.22% |
| CFG CITIZENS FINL GROUP INC COM | United States | Stock | 16 | $1,121 | 0.00% | 2026-06-30 | 2026-07-27 | -8.82% |
| MSCI MSCI INC COM | United States | Stock | 2 | $1,120 | 0.00% | 2026-06-30 | 2026-07-27 | -3.62% |
| CRWV COREWEAVE INC COM CL A | United States | Stock | 11 | $1,095 | 0.00% | 2026-06-30 | 2026-07-27 | -13.67% |
| GRAL GRAIL INC COM | United States | Stock | 16 | $1,092 | 0.00% | 2026-06-30 | 2026-07-27 | +100.04% |
| MUR MURPHY OIL CORP COM | United States | Stock | 33 | $1,074 | 0.00% | 2026-06-30 | 2026-07-27 | +10.41% |
| SW SMURFIT WESTROCK PLC SHS | Stock | 23 | $1,064 | 0.00% | 2026-06-30 | 2026-07-27 | -4.06% | |
| RGA REINSURANCE GROUP AMER INC COM NEW | United States | Stock | 5 | $1,063 | 0.00% | 2026-06-30 | 2026-07-27 | +18.95% |
| PEG PUBLIC SVC ENTERPRISE GROUP COM | United States | Stock | 13 | $1,055 | 0.00% | 2026-06-30 | 2026-07-27 | -16.61% |
| HPQ HP INC COM | United States | Stock | 48 | $1,053 | 0.00% | 2026-06-30 | 2026-07-27 | +40.06% |
| OVV OVINTIV INC COM | Stock | 20 | $1,053 | 0.00% | 2026-06-30 | 2026-07-27 | +11.74% | |
| PCTY PAYLOCITY HLDG CORP COM | United States | Stock | 10 | $1,045 | 0.00% | 2026-06-30 | 2026-07-27 | +36.03% |
| NVT NVENT ELEC PLC SHS | Stock | 6 | $1,018 | 0.00% | 2026-06-30 | 2026-07-27 | -4.68% | |
| TXT TEXTRON INC COM | United States | Stock | 11 | $1,009 | 0.00% | 2026-06-30 | 2026-07-27 | -15.37% |
| MDB MONGODB INC CL A | United States | Stock | 3 | $1,008 | 0.00% | 2026-06-30 | 2026-07-27 | +0.38% |
| LBRDK LIBERTY BROADBAND CORP COM SER C | United States | Stock | 30 | $998 | 0.00% | 2026-06-30 | 2026-07-27 | |
| DLTR DOLLAR TREE INC COM | United States | Stock | 8 | $968 | 0.00% | 2026-06-30 | 2026-07-27 | -6.32% |
| RBRK RUBRIK INC. CL A | United States | Stock | 12 | $963 | 0.00% | 2026-06-30 | 2026-07-27 | +42.96% |
| OHI OMEGA HEALTHCARE INVS INC COM | United States | REIT | 20 | $954 | 0.00% | 2026-06-30 | 2026-07-27 | -2.39% |
| PKG PACKAGING CORP AMER COM | United States | Stock | 4 | $953 | 0.00% | 2026-06-30 | 2026-07-27 | -2.10% |
| UAL UNITED AIRLS HLDGS INC COM | United States | Stock | 7 | $952 | 0.00% | 2026-06-30 | 2026-07-27 | -17.16% |
| FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C | United States | Stock | 10 | $951 | 0.00% | 2026-06-30 | 2026-07-27 | -2.17% |
| RNR RENAISSANCERE HLDGS LTD COM | Stock | 3 | $951 | 0.00% | 2026-06-30 | 2026-07-27 | +2.41% | |
| LYB LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | 18 | $948 | 0.00% | 2026-06-30 | 2026-07-27 | +10.50% | |
| CBRE CBRE GROUP INC CL A | United States | Stock | 7 | $943 | 0.00% | 2026-06-30 | 2026-07-27 | -2.86% |
| CINF CINCINNATI FINL CORP COM | United States | Stock | 5 | $926 | 0.00% | 2026-06-30 | 2026-07-27 | -12.97% |
| IVZ INVESCO LTD SHS | United States | Stock | 35 | $924 | 0.00% | 2026-06-30 | 2026-07-27 | +15.27% |
| VRNS VARONIS SYS INC COM | United States | Stock | 22 | $923 | 0.00% | 2026-06-30 | 2026-07-27 | +12.27% |
| LAZ LAZARD INC COM | Stock | 22 | $923 | 0.00% | 2026-06-30 | 2026-07-27 | -14.64% | |
| PTC PTC INC COM | United States | Stock | 8 | $909 | 0.00% | 2026-06-30 | 2026-07-27 | +21.08% |
| IT GARTNER INC COM | United States | Stock | 7 | $907 | 0.00% | 2026-06-30 | 2026-07-27 | +43.38% |
| CLH CLEAN HARBORS INC COM | United States | Stock | 3 | $896 | 0.00% | 2026-06-30 | 2026-07-27 | +4.33% |
| CPB THE CAMPBELLS COMPANY COM | United States | Stock | 40 | $891 | 0.00% | 2026-06-30 | 2026-07-27 | -9.16% |
| CRUS CIRRUS LOGIC INC COM | United States | Stock | 6 | $891 | 0.00% | 2026-06-30 | 2026-07-27 | -18.67% |
| DPZ DOMINOS PIZZA INC COM | United States | Stock | 3 | $888 | 0.00% | 2026-06-30 | 2026-07-27 | +1.95% |
| CPNG COUPANG INC CL A | United States | Stock | 51 | $886 | 0.00% | 2026-06-30 | 2026-07-27 | -20.26% |
| SEIC SEI INVTS CO COM | United States | Stock | 10 | $877 | 0.00% | 2026-06-30 | 2026-07-27 | +17.83% |
| WLK WESTLAKE CORPORATION COM | United States | Stock | 12 | $876 | 0.00% | 2026-06-30 | 2026-07-27 | -13.16% |
| IBRX IMMUNITYBIO INC COM | United States | Stock | 100 | $876 | 0.00% | 2026-06-30 | 2026-07-27 | +0.80% |
| ALLY ALLY FINL INC COM | United States | Stock | 19 | $873 | 0.00% | 2026-06-30 | 2026-07-27 | -17.71% |
| BJ BJS WHSL CLUB HLDGS INC COM | United States | Stock | 10 | $872 | 0.00% | 2026-06-30 | 2026-07-27 | +9.48% |
| UMBF UMB FINL CORP COM | United States | Stock | 6 | $857 | 0.00% | 2026-06-30 | 2026-07-27 | -7.65% |
| VFC V F CORP COM | United States | Stock | 51 | $851 | 0.00% | 2026-06-30 | 2026-07-27 | -13.07% |
| HR HEALTHCARE RLTY TR CL A COM | United States | REIT | 42 | $847 | 0.00% | 2026-06-30 | 2026-07-27 | -11.06% |
| ZS ZSCALER INC COM | United States | Stock | 6 | $847 | 0.00% | 2026-06-30 | 2026-07-27 | +40.53% |
| SFM SPROUTS FMRS MKT INC COM | United States | Stock | 10 | $846 | 0.00% | 2026-06-30 | 2026-07-27 | -23.56% |
| RPRX ROYALTY PHARMA PLC SHS CLASS A | United States | Stock | 15 | $841 | 0.00% | 2026-06-30 | 2026-07-27 | +3.83% |
| MANH MANHATTAN ASSOCIATES INC COM | United States | Stock | 6 | $836 | 0.00% | 2026-06-30 | 2026-07-27 | +43.71% |
| FFIV F5 INC COM | United States | Stock | 2 | $832 | 0.00% | 2026-06-30 | 2026-07-27 | +5.32% |
| AKAM AKAMAI TECHNOLOGIES INC COM | United States | Stock | 7 | $827 | 0.00% | 2026-06-30 | 2026-07-27 | -8.26% |
| AMCR AMCOR PLC COM NEW | Stock | 19 | $824 | 0.00% | 2026-06-30 | 2026-07-27 | -2.05% | |
| CMG CHIPOTLE MEXICAN GRILL INC COM | United States | Stock | 24 | $816 | 0.00% | 2026-06-30 | 2026-07-27 | -6.24% |
| ALB ALBEMARLE CORP COM | United States | Stock | 6 | $810 | 0.00% | 2026-06-30 | 2026-07-27 | -20.30% |
| SSB SOUTHSTATE BK CORP COM | United States | Stock | 8 | $799 | 0.00% | 2026-06-30 | 2026-07-27 | +0.19% |
| INCY INCYTE CORP COM | United States | Stock | 7 | $794 | 0.00% | 2026-06-30 | 2026-07-27 | +8.68% |
| FTV FORTIVE CORP COM | United States | Stock | 13 | $794 | 0.00% | 2026-06-30 | 2026-07-27 | -9.30% |
| S SENTINELONE INC CL A | United States | Stock | 46 | $781 | 0.00% | 2026-06-30 | 2026-07-27 | +37.36% |
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