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.
- FBIN: Country of operation United States; Class Stock; Shares 14; Value $769.
- DRS: Country of operation —; Class Stock; Shares 18; Value $768.
- RVMD: Country of operation United States; Class Stock; Shares 4; Value $749.
- WAL: Country of operation United States; Class Stock; Shares 9; Value $740.
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 |
|---|---|---|---|---|---|---|---|---|
| FBIN FORTUNE BRANDS INNOVATIONS INC COM | United States | Stock | 14 | $769 | 0.00% | 2026-06-30 | 2026-07-27 | -30.04% |
| DRS LEONARDO DRS INC COM | Stock | 18 | $768 | 0.00% | 2026-06-30 | 2026-07-27 | -13.92% | |
| RVMD REVOLUTION MEDICINES INC COM | United States | Stock | 4 | $749 | 0.00% | 2026-06-30 | 2026-07-27 | +9.18% |
| WAL WESTERN ALLIANCE BANCORP COM | United States | Stock | 9 | $740 | 0.00% | 2026-06-30 | 2026-07-27 | -7.83% |
| EXE EXPAND ENERGY CORPORATION COM | United States | Stock | 8 | $730 | 0.00% | 2026-06-30 | 2026-07-27 | -7.69% |
| TTD THE TRADE DESK INC COM CL A | United States | Stock | 40 | $723 | 0.00% | 2026-06-30 | 2026-07-27 | -33.35% |
| WST WEST PHARMACEUTICAL SVSC INC COM | United States | Stock | 2 | $718 | 0.00% | 2026-06-30 | 2026-07-27 | +4.91% |
| SARO STANDARDAERO INC COM | United States | Stock | 24 | $718 | 0.00% | 2026-06-30 | 2026-07-27 | -27.28% |
| TRMB TRIMBLE INC COM | United States | Stock | 14 | $717 | 0.00% | 2026-06-30 | 2026-07-27 | +12.04% |
| ELDN ELEDON PHARMACEUTICALS INC COM | United States | Stock | 181 | $713 | 0.00% | 2026-06-30 | 2026-07-27 | -36.55% |
| HEI HEICO CORP NEW COM | United States | Stock | 2 | $712 | 0.00% | 2026-06-30 | 2026-07-27 | -13.78% |
| FSLR FIRST SOLAR INC COM | United States | Stock | 3 | $708 | 0.00% | 2026-06-30 | 2026-07-27 | -25.02% |
| WRB BERKLEY W R CORP COM | United States | Stock | 10 | $705 | 0.00% | 2026-06-30 | 2026-07-27 | -3.28% |
| ACM AECOM COM | United States | Stock | 10 | $698 | 0.00% | 2026-06-30 | 2026-07-27 | -15.69% |
| MTDR MATADOR RES CO COM | United States | Stock | 14 | $697 | 0.00% | 2026-06-30 | 2026-07-27 | +1.83% |
| JKHY HENRY JACK & ASSOC INC COM | United States | Stock | 5 | $689 | 0.00% | 2026-06-30 | 2026-07-27 | +6.16% |
| MOH MOLINA HEALTHCARE INC COM | United States | Stock | 3 | $686 | 0.00% | 2026-06-30 | 2026-07-27 | -17.19% |
| DKS DICKS SPORTING GOODS INC COM | United States | Stock | 3 | $680 | 0.00% | 2026-06-30 | 2026-07-27 | -40.61% |
| CR CRANE COMPANY COMMON STOCK | United States | Stock | 3 | $669 | 0.00% | 2026-06-30 | 2026-07-27 | -6.58% |
| CHH CHOICE HOTELS INTL INC COM | United States | Stock | 6 | $662 | 0.00% | 2026-06-30 | 2026-07-27 | -5.46% |
| KIM KIMCO REALTY CORP COM | United States | REIT | 26 | $659 | 0.00% | 2026-06-30 | 2026-07-27 | -11.56% |
| EXPD EXPEDITORS INTL WASH INC COM | United States | Stock | 4 | $652 | 0.00% | 2026-06-30 | 2026-07-27 | +15.45% |
| RBC RBC BEARINGS INC COM | United States | Stock | 1 | $644 | 0.00% | 2026-06-30 | 2026-07-27 | -22.07% |
| COLB COLUMBIA BKG SYS INC COM | United States | Stock | 20 | $641 | 0.00% | 2026-06-30 | 2026-07-27 | -10.48% |
| IONS IONIS PHARMACEUTICALS INC COM | United States | Stock | 8 | $634 | 0.00% | 2026-06-30 | 2026-07-27 | -42.12% |
| AR ANTERO RESOURCES CORP COM | United States | Stock | 18 | $633 | 0.00% | 2026-06-30 | 2026-07-27 | -4.47% |
| PAYC PAYCOM SOFTWARE INC COM | United States | Stock | 5 | $628 | 0.00% | 2026-06-30 | 2026-07-27 | +73.92% |
| DCI DONALDSON INC COM | United States | Stock | 7 | $628 | 0.00% | 2026-06-30 | 2026-07-27 | -2.74% |
| WMS ADVANCED DRAIN SYS INC DEL COM | United States | Stock | 4 | $628 | 0.00% | 2026-06-30 | 2026-07-27 | -18.14% |
| FOXA FOX CORP CL A COM | United States | Stock | 12 | $626 | 0.00% | 2026-06-30 | 2026-07-27 | +19.79% |
| ALK ALASKA AIR GROUP INC COM | United States | Stock | 12 | $626 | 0.00% | 2026-06-30 | 2026-07-27 | -23.51% |
| OUST OUSTER INC COM NEW | United States | Stock | 10 | $625 | 0.00% | 2026-06-30 | 2026-07-27 | -36.02% |
| JHG JANUS HENDERSON GROUP PLC ORD SHS | Stock | 12 | $623 | 0.00% | 2026-06-30 | 2026-07-27 | ||
| FDXF FEDEX FGHT HLDG CO INC COMMON STOCK | United States | Stock | 4 | $604 | 0.00% | 2026-06-30 | 2026-07-27 | -25.79% |
| ROIV ROIVANT SCIENCES LTD SHS | Stock | 17 | $602 | 0.00% | 2026-06-30 | 2026-07-27 | +3.14% | |
| SUI SUN CMNTYS INC COM | United States | REIT | 5 | $600 | 0.00% | 2026-06-30 | 2026-07-27 | -6.69% |
| BSY BENTLEY SYS INC COM CL B | United States | Stock | 20 | $598 | 0.00% | 2026-06-30 | 2026-07-27 | +4.12% |
| ITT ITT INC COM | United States | Stock | 3 | $593 | 0.00% | 2026-06-30 | 2026-07-27 | +3.43% |
| WHR WHIRLPOOL CORP COM | United States | Stock | 15 | $591 | 0.00% | 2026-06-30 | 2026-07-27 | -22.20% |
| TTC TORO CO COM | United States | Stock | 6 | $585 | 0.00% | 2026-06-30 | 2026-07-27 | 0.00% |
| ROL ROLLINS INC COM | United States | Stock | 14 | $584 | 0.00% | 2026-06-30 | 2026-07-27 | -26.93% |
| ESS ESSEX PPTY TR INC COM | United States | REIT | 2 | $583 | 0.00% | 2026-06-30 | 2026-07-27 | -6.06% |
| TMHC TAYLOR MORRISON HOME CORP COM | United States | Stock | 8 | $574 | 0.00% | 2026-06-30 | 2026-07-27 | |
| CHRD CHORD ENERGY CORPORATION COM NEW | United States | Stock | 5 | $572 | 0.00% | 2026-06-30 | 2026-07-27 | +17.59% |
| HRB BLOCK H & R INC COM | United States | Stock | 15 | $571 | 0.00% | 2026-06-30 | 2026-07-27 | +6.57% |
| CHRW C H ROBINSON WORLDWIDE IN COM NEW | United States | Stock | 3 | $565 | 0.00% | 2026-06-30 | 2026-07-27 | -20.51% |
| CDW CDW CORP COM | United States | Stock | 4 | $563 | 0.00% | 2026-06-30 | 2026-07-27 | -7.77% |
| BALL BALL CORP COM | United States | Stock | 9 | $562 | 0.00% | 2026-06-30 | 2026-07-27 | -9.21% |
| MRNA MODERNA INC COM | United States | Stock | 8 | $560 | 0.00% | 2026-06-30 | 2026-07-27 | +190.53% |
| VICI VICI PPTYS INC COM | United States | REIT | 21 | $558 | 0.00% | 2026-06-30 | 2026-07-27 | -12.62% |
| GMED GLOBUS MED INC CL A | United States | Stock | 7 | $553 | 0.00% | 2026-06-30 | 2026-07-27 | -4.20% |
| DBX DROPBOX INC CL A | United States | Stock | 20 | $549 | 0.00% | 2026-06-30 | 2026-07-27 | +19.04% |
| UTHR UNITED THERAPEUTICS CORP DEL COM | United States | Stock | 1 | $542 | 0.00% | 2026-06-30 | 2026-07-27 | -11.14% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A | United States | Stock | 14 | $542 | 0.00% | 2026-06-30 | 2026-07-27 | +46.76% |
| AXS AXIS CAP HLDGS LTD SHS | Stock | 5 | $537 | 0.00% | 2026-06-30 | 2026-07-27 | -11.36% | |
| LEA LEAR CORP COM NEW | United States | Stock | 4 | $536 | 0.00% | 2026-06-30 | 2026-07-27 | -11.00% |
| ORI OLD REP INTL CORP COM | United States | Stock | 13 | $532 | 0.00% | 2026-06-30 | 2026-07-27 | -7.01% |
| LECO LINCOLN ELEC HLDGS INC COM | United States | Stock | 2 | $531 | 0.00% | 2026-06-30 | 2026-07-27 | +2.00% |
| ACI ALBERTSONS COMPANIES INC COMMON STOCK | United States | Stock | 39 | $528 | 0.00% | 2026-06-30 | 2026-07-27 | -13.97% |
| GBCI GLACIER BANCORP INC NEW COM | United States | Stock | 10 | $516 | 0.00% | 2026-06-30 | 2026-07-27 | -15.34% |
| LDOS LEIDOS HOLDINGS INC COM | United States | Stock | 5 | $515 | 0.00% | 2026-06-30 | 2026-07-27 | +19.55% |
| PR PERMIAN RESOURCES CORP CLASS A COM | United States | Stock | 28 | $515 | 0.00% | 2026-06-30 | 2026-07-27 | +15.15% |
| EXPE EXPEDIA GROUP INC COM NEW | United States | Stock | 2 | $512 | 0.00% | 2026-06-30 | 2026-07-27 | +4.08% |
| UBSI UNITED BANKSHARES INC WEST VA COM | United States | Stock | 11 | $504 | 0.00% | 2026-06-30 | 2026-07-27 | +0.70% |
| WPC WP CAREY INC COM | United States | REIT | 7 | $501 | 0.00% | 2026-06-30 | 2026-07-27 | -7.72% |
| PATH UIPATH INC CL A | United States | Stock | 46 | $500 | 0.00% | 2026-06-30 | 2026-07-27 | +13.34% |
| HXL HEXCEL CORP NEW COM | United States | Stock | 5 | $500 | 0.00% | 2026-06-30 | 2026-07-27 | -15.70% |
| NLY ANNALY CAPITAL MANAGEMENT INC COM NEW | United States | REIT | 22 | $492 | 0.00% | 2026-06-30 | 2026-07-27 | -9.12% |
| ALAB ASTERA LABS INC COM | United States | Stock | 1 | $483 | 0.00% | 2026-06-30 | 2026-07-27 | -25.92% |
| NXT NEXTPOWER INC CLASS A COM | United States | Stock | 4 | $477 | 0.00% | 2026-06-30 | 2026-07-27 | -33.43% |
| MTB M & T BK CORP COM | United States | Stock | 2 | $476 | 0.00% | 2026-06-30 | 2026-07-27 | -8.62% |
| PLNT PLANET FITNESS MASTER ISSUER L CL A | United States | Stock | 9 | $470 | 0.00% | 2026-06-30 | 2026-07-27 | -21.91% |
| REXR REXFORD INDL RLTY INC COM | United States | REIT | 14 | $469 | 0.00% | 2026-06-30 | 2026-07-27 | +11.64% |
| G GENPACT LIMITED SHS | Stock | 17 | $468 | 0.00% | 2026-06-30 | 2026-07-27 | +17.24% | |
| KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A | United States | Stock | 6 | $467 | 0.00% | 2026-06-30 | 2026-07-27 | -17.57% |
| NNN NNN REIT INC COM | United States | REIT | 10 | $465 | 0.00% | 2026-06-30 | 2026-07-27 | -11.15% |
| AUR AURORA INNOVATION INC CLASS A COM | United States | Stock | 68 | $464 | 0.00% | 2026-06-30 | 2026-07-27 | -20.97% |
| BXP BXP INC COM | United States | REIT | 7 | $464 | 0.00% | 2026-06-30 | 2026-07-27 | -6.94% |
| WTRG ESSENTIAL UTILS INC COM | United States | Stock | 12 | $460 | 0.00% | 2026-06-30 | 2026-07-27 | +2.40% |
| OSK OSHKOSH CORP COM | United States | Stock | 3 | $460 | 0.00% | 2026-06-30 | 2026-07-27 | -14.20% |
| GOSS GOSSAMER BIO INC COM | United States | Stock | 2,764 | $455 | 0.00% | 2026-06-30 | 2026-07-27 | — split 2026-08-28, ratio not on file |
| ADC AGREE RLTY CORP COM | United States | REIT | 6 | $454 | 0.00% | 2026-06-30 | 2026-07-27 | -10.68% |
| IDA IDACORP INC COM | United States | Stock | 3 | $454 | 0.00% | 2026-06-30 | 2026-07-27 | -13.34% |
| VOYA VOYA FINANCIAL INC COM | United States | Stock | 5 | $453 | 0.00% | 2026-06-30 | 2026-07-27 | +5.04% |
| ULTA ULTA BEAUTY INC COM | United States | Stock | 1 | $451 | 0.00% | 2026-06-30 | 2026-07-27 | +21.49% |
| ASTS AST SPACEMOBILE INC COM CL A | United States | Stock | 5 | $444 | 0.00% | 2026-06-30 | 2026-07-27 | -33.15% |
| POST POST HLDGS INC COM | United States | Stock | 5 | $441 | 0.00% | 2026-06-30 | 2026-07-27 | -16.80% |
| CMC COMMERCIAL METALS CO COM | United States | Stock | 7 | $439 | 0.00% | 2026-06-30 | 2026-07-27 | -1.12% |
| TPL TEXAS PACIFIC LAND CORPORATION COM | United States | Stock | 1 | $438 | 0.00% | 2026-06-30 | 2026-07-27 | -24.89% |
| BROS DUTCH BROS INC CL A | United States | Stock | 6 | $431 | 0.00% | 2026-06-30 | 2026-07-27 | -46.94% |
| SPB SPECTRUM BRANDS HLDGS INC NEW COM | United States | Stock | 5 | $429 | 0.00% | 2026-06-30 | 2026-07-27 | -5.97% |
| FR FIRST INDL RLTY TR INC COM | United States | REIT | 7 | $429 | 0.00% | 2026-06-30 | 2026-07-27 | -0.26% |
| INSM INSMED INC COM PAR $.01 | United States | Stock | 4 | $426 | 0.00% | 2026-06-30 | 2026-07-27 | +8.45% |
| BAH BOOZ ALLEN HAMILTON HLDG CORP CL A | United States | Stock | 7 | $425 | 0.00% | 2026-06-30 | 2026-07-27 | +14.90% |
| TDOC TELADOC HEALTH INC COM | United States | Stock | 50 | $424 | 0.00% | 2026-06-30 | 2026-07-27 | -32.19% |
| AHR AMERICAN HEALTHCARE REIT INC COM SHS | United States | REIT | 8 | $417 | 0.00% | 2026-06-30 | 2026-07-27 | -0.13% |
| LVS LAS VEGAS SANDS CORP COM | United States | Stock | 9 | $416 | 0.00% | 2026-06-30 | 2026-07-27 | -17.04% |
| KBR KBR INC COM | United States | Stock | 12 | $414 | 0.00% | 2026-06-30 | 2026-07-27 | +1.74% |
| HAS HASBRO INC COM | United States | Stock | 5 | $413 | 0.00% | 2026-06-30 | 2026-07-27 | +6.87% |
| USFD US FOODS HLDG CORP COM | United States | Stock | 4 | $409 | 0.00% | 2026-06-30 | 2026-07-27 | -8.36% |
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