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.
- SNA: Country of operation United States; Class Stock; Shares 1; Value $402.
- BMRN: Country of operation United States; Class Stock; Shares 7; Value $401.
- RL: Country of operation United States; Class Stock; Shares 1; Value $401.
- BEN: Country of operation United States; Class Stock; Shares 12; Value $399.
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 |
|---|---|---|---|---|---|---|---|---|
| SNA SNAP ON INC COM | United States | Stock | 1 | $402 | 0.00% | 2026-06-30 | 2026-07-27 | -8.78% |
| BMRN BIOMARIN PHARMACEUTICAL INC COM | United States | Stock | 7 | $401 | 0.00% | 2026-06-30 | 2026-07-27 | +4.63% |
| RL RALPH LAUREN CORP CL A | United States | Stock | 1 | $401 | 0.00% | 2026-06-30 | 2026-07-27 | -11.33% |
| BEN FRANKLIN RESOURCES INC COM | United States | Stock | 12 | $399 | 0.00% | 2026-06-30 | 2026-07-27 | -1.80% |
| CNH CNH INDL N V SHS | Stock | 35 | $393 | 0.00% | 2026-06-30 | 2026-07-27 | +16.30% | |
| CDE COEUR MNG INC COM NEW | United States | Stock | 24 | $392 | 0.00% | 2026-06-30 | 2026-07-27 | +9.31% |
| WYNN WYNN RESORTS LTD COM | United States | Stock | 4 | $388 | 0.00% | 2026-06-30 | 2026-07-27 | -19.43% |
| RITM RITHM CAPITAL CORP COM NEW | United States | REIT | 41 | $385 | 0.00% | 2026-06-30 | 2026-07-27 | -2.88% |
| BBY BEST BUY INC COM | United States | Stock | 5 | $379 | 0.00% | 2026-06-30 | 2026-07-27 | +16.96% |
| ACHR ARCHER AVIATION INC COM CL A | United States | Stock | 80 | $378 | 0.00% | 2026-06-30 | 2026-07-27 | +6.98% |
| AOS SMITH A O CORP COM | United States | Stock | 6 | $376 | 0.00% | 2026-06-30 | 2026-07-27 | -7.49% |
| THO THOR INDS INC COM | United States | Stock | 5 | $376 | 0.00% | 2026-06-30 | 2026-07-27 | -6.65% |
| FOX FOX CORP CL B COM | United States | Stock | 8 | $375 | 0.00% | 2026-06-30 | 2026-07-27 | +19.19% |
| THC TENET HEALTHCARE CORP COM NEW | United States | Stock | 2 | $374 | 0.00% | 2026-06-30 | 2026-07-27 | +37.70% |
| AN AUTONATION INC COM | United States | Stock | 2 | $372 | 0.00% | 2026-06-30 | 2026-07-27 | -15.60% |
| ELF E L F BEAUTY INC COM | United States | Stock | 5 | $370 | 0.00% | 2026-06-30 | 2026-07-27 | +37.43% |
| APTV APTIV PLC COM SHS | Stock | 6 | $368 | 0.00% | 2026-06-30 | 2026-07-27 | -29.34% | |
| UFPI UFP INDUSTRIES INC COM | United States | Stock | 4 | $363 | 0.00% | 2026-06-30 | 2026-07-27 | -13.19% |
| CSL CARLISLE COS INC COM | United States | Stock | 1 | $363 | 0.00% | 2026-06-30 | 2026-07-27 | -10.22% |
| RKT ROCKET COS INC COM CL A | United States | Stock | 23 | $362 | 0.00% | 2026-06-30 | 2026-07-27 | -25.78% |
| LEN LENNAR CORP CL A | United States | Stock | 4 | $362 | 0.00% | 2026-06-30 | 2026-07-27 | -8.27% |
| ENTG ENTEGRIS INC COM | United States | Stock | 2 | $360 | 0.00% | 2026-06-30 | 2026-07-27 | -13.95% |
| CUBE CUBESMART COM | United States | REIT | 9 | $358 | 0.00% | 2026-06-30 | 2026-07-27 | -4.78% |
| FND FLOOR & DECOR HLDGS INC CL A | United States | Stock | 6 | $356 | 0.00% | 2026-06-30 | 2026-07-27 | -20.70% |
| DKNG DRAFTKINGS INC NEW COM CL A | United States | Stock | 14 | $354 | 0.00% | 2026-06-30 | 2026-07-27 | -22.45% |
| RLI RLI CORP COM | United States | Stock | 6 | $354 | 0.00% | 2026-06-30 | 2026-07-27 | -4.38% |
| RDDT REDDIT INC CL A | United States | Stock | 2 | $347 | 0.00% | 2026-06-30 | 2026-07-27 | -16.26% |
| TXNM TXNM ENERGY INC COM | United States | Stock | 6 | $341 | 0.00% | 2026-06-30 | 2026-07-27 | +3.03% |
| CCC CCC INTELLIGENT SOLUTIONS HLD COM | United States | Stock | 66 | $341 | 0.00% | 2026-06-30 | 2026-07-27 | +27.52% |
| ARMK ARAMARK COM | United States | Stock | 6 | $341 | 0.00% | 2026-06-30 | 2026-07-27 | -4.31% |
| EVR EVERCORE INC CLASS A | United States | Stock | 1 | $341 | 0.00% | 2026-06-30 | 2026-07-27 | -24.30% |
| AIT APPLIED INDL TECHNOLOGIES INC COM | United States | Stock | 1 | $338 | 0.00% | 2026-06-30 | 2026-07-27 | -0.59% |
| MTG MGIC INVT CORP WIS COM | United States | Stock | 12 | $338 | 0.00% | 2026-06-30 | 2026-07-27 | +0.18% |
| BC BRUNSWICK CORP COM | United States | Stock | 4 | $337 | 0.00% | 2026-06-30 | 2026-07-27 | -22.80% |
| ALGN ALIGN TECHNOLOGY INC COM | United States | Stock | 2 | $337 | 0.00% | 2026-06-30 | 2026-07-27 | -14.62% |
| CCK CROWN HLDGS INC COM | United States | Stock | 3 | $335 | 0.00% | 2026-06-30 | 2026-07-27 | -4.89% |
| FNF FIDELITY NATL FINL INC COM SHS | United States | Stock | 7 | $330 | 0.00% | 2026-06-30 | 2026-07-27 | -12.72% |
| LCID LUCID GROUP INC COM NEW | United States | Stock | 49 | $328 | 0.00% | 2026-06-30 | 2026-07-27 | -39.16% |
| ORA ORMAT TECHNOLOGIES INC COM | United States | Stock | 3 | $327 | 0.00% | 2026-06-30 | 2026-07-27 | -16.19% |
| CF CF INDUSTRIES HOLD COM | United States | Stock | 3 | $325 | 0.00% | 2026-06-30 | 2026-07-27 | +6.88% |
| ENSG ENSIGN GROUP INC COM | United States | Stock | 2 | $321 | 0.00% | 2026-06-30 | 2026-07-27 | +9.50% |
| EFX EQUIFAX INC COM | United States | Stock | 2 | $317 | 0.00% | 2026-06-30 | 2026-07-27 | -11.27% |
| BURL BURLINGTON STORES INC COM | United States | Stock | 1 | $317 | 0.00% | 2026-06-30 | 2026-07-27 | -14.76% |
| PEN PENUMBRA INC COM | United States | Stock | 1 | $316 | 0.00% | 2026-06-30 | 2026-07-27 | +0.98% |
| ELVA ELECTROVAYA INC COM NEW | Stock | 30 | $315 | 0.00% | 2026-06-30 | 2026-07-27 | -39.52% | |
| AA ALCOA CORP COM | United States | Stock | 6 | $313 | 0.00% | 2026-06-30 | 2026-07-27 | -19.51% |
| DOCS DOXIMITY INC CL A | United States | Stock | 15 | $311 | 0.00% | 2026-06-30 | 2026-07-27 | +27.87% |
| RJF RAYMOND JAMES FINL INC COM | United States | Stock | 2 | $304 | 0.00% | 2026-06-30 | 2026-07-27 | +5.14% |
| GH GUARDANT HEALTH INC COM | United States | Stock | 2 | $300 | 0.00% | 2026-06-30 | 2026-07-27 | +18.46% |
| STWD STARWOOD PPTY TR INC COM | United States | REIT | 18 | $295 | 0.00% | 2026-06-30 | 2026-07-27 | -12.33% |
| GNRC GENERAC HLDGS INC COM | United States | Stock | 1 | $293 | 0.00% | 2026-06-30 | 2026-07-27 | -27.52% |
| CNA CNA FINL CORP COM | United States | Stock | 6 | $292 | 0.00% | 2026-06-30 | 2026-07-27 | -5.39% |
| TYL TYLER TECHNOLOGIES INC COM | United States | Stock | 1 | $292 | 0.00% | 2026-06-30 | 2026-07-27 | +8.14% |
| GME GAMESTOP CORP CL A | United States | Stock | 13 | $287 | 0.00% | 2026-06-30 | 2026-07-27 | +7.61% |
| TSN TYSON FOODS INC CL A | United States | Stock | 5 | $286 | 0.00% | 2026-06-30 | 2026-07-27 | -10.95% |
| CART MAPLEBEAR INC COM | United States | Stock | 6 | $284 | 0.00% | 2026-06-30 | 2026-07-27 | -8.15% |
| Z ZILLOW GROUP INC CL C CAP STK | United States | Stock | 9 | $284 | 0.00% | 2026-06-30 | 2026-07-27 | -13.26% |
| UPST UPSTART HLDGS INC COM | United States | Stock | 8 | $283 | 0.00% | 2026-06-30 | 2026-07-27 | -34.69% |
| LH LABCORP HOLDINGS INC COM SHS | United States | Stock | 1 | $280 | 0.00% | 2026-06-30 | 2026-07-27 | +10.29% |
| ROKU ROKU INC COM CL A | United States | Stock | 2 | $276 | 0.00% | 2026-06-30 | 2026-07-27 | +10.13% |
| EXEL EXELIXIS INC COM | United States | Stock | 5 | $272 | 0.00% | 2026-06-30 | 2026-07-27 | +7.79% |
| PLUG PLUG PWR INC COM NEW | United States | Stock | 100 | $271 | 0.00% | 2026-06-30 | 2026-07-27 | -29.52% |
| SWX SOUTHWEST GAS HLDGS INC COM | United States | Stock | 3 | $266 | 0.00% | 2026-06-30 | 2026-07-27 | -7.26% |
| R RYDER SYS INC COM | United States | Stock | 1 | $264 | 0.00% | 2026-06-30 | 2026-07-27 | -12.47% |
| ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A | United States | Stock | 1 | $263 | 0.00% | 2026-06-30 | 2026-07-27 | +42.81% |
| CLF CLEVELAND-CLIFFS INC NEW COM | United States | Stock | 28 | $263 | 0.00% | 2026-06-30 | 2026-07-27 | +17.25% |
| FLR FLUOR CORP COM | United States | Stock | 5 | $262 | 0.00% | 2026-06-30 | 2026-07-27 | -4.89% |
| RRC RANGE RES CORP COM | United States | Stock | 7 | $260 | 0.00% | 2026-06-30 | 2026-07-27 | -0.83% |
| ELS EQUITY LIFESTYLE PROPERTIES COM | United States | REIT | 4 | $258 | 0.00% | 2026-06-30 | 2026-07-27 | -8.91% |
| BHF BRIGHTHOUSE FINL INC COM | United States | Stock | 4 | $253 | 0.00% | 2026-06-30 | 2026-07-27 | -17.85% |
| MAS MASCO CORP COM | United States | Stock | 3 | $244 | 0.00% | 2026-06-30 | 2026-07-27 | -15.98% |
| BDC BELDEN INC COM | United States | Stock | 2 | $240 | 0.00% | 2026-06-30 | 2026-07-27 | -8.89% |
| HALO HALOZYME THERAPEUTICS INC COM | United States | Stock | 3 | $235 | 0.00% | 2026-06-30 | 2026-07-27 | +42.53% |
| WSM WILLIAMS SONOMA INC COM | United States | Stock | 1 | $233 | 0.00% | 2026-06-30 | 2026-07-27 | -1.35% |
| CBSH COMMERCE BANCSHARES INC COM | United States | Stock | 4 | $231 | 0.00% | 2026-06-30 | 2026-07-27 | -4.19% |
| SITE SITEONE LANDSCAPE SUPPLY INC COM | United States | Stock | 2 | $229 | 0.00% | 2026-06-30 | 2026-07-27 | -21.40% |
| IEX IDEX CORP COM | United States | Stock | 1 | $227 | 0.00% | 2026-06-30 | 2026-07-27 | +1.53% |
| BBIO BRIDGEBIO PHARMA INC COM | United States | Stock | 3 | $223 | 0.00% | 2026-06-30 | 2026-07-27 | -11.43% |
| DVA DAVITA INC COM | United States | Stock | 1 | $222 | 0.00% | 2026-06-30 | 2026-07-27 | -21.26% |
| THG HANOVER INS GROUP INC COM | United States | Stock | 1 | $214 | 0.00% | 2026-06-30 | 2026-07-27 | +1.79% |
| IONQ IONQ INC COM | United States | Stock | 4 | $213 | 0.00% | 2026-06-30 | 2026-07-27 | -17.56% |
| BG BUNGE GLOBAL SA COM SHS | Switzerland | Stock | 2 | $213 | 0.00% | 2026-06-30 | 2026-07-27 | +1.32% |
| NYT NEW YORK TIMES CO MTN BE CL A | United States | Stock | 3 | $210 | 0.00% | 2026-06-30 | 2026-07-27 | -10.95% |
| ALGM ALLEGRO MICROSYSTEMS INC COM | United States | Stock | 3 | $209 | 0.00% | 2026-06-30 | 2026-07-27 | -47.43% |
| EXLS EXLSERVICE HLDGS INC COM | United States | Stock | 8 | $207 | 0.00% | 2026-06-30 | 2026-07-27 | +33.72% |
| DRI DARDEN RESTAURANTS INC COM | United States | Stock | 1 | $206 | 0.00% | 2026-06-30 | 2026-07-27 | -5.29% |
| CAG CONAGRA BRANDS INC COM | United States | Stock | 15 | $202 | 0.00% | 2026-06-30 | 2026-07-27 | +4.98% |
| EMN EASTMAN CHEM CO COM | United States | Stock | 3 | $201 | 0.00% | 2026-06-30 | 2026-07-27 | -1.84% |
| U UNITY SOFTWARE INC COM | United States | Stock | 7 | $200 | 0.00% | 2026-06-30 | 2026-07-27 | +38.98% |
| ESAB ESAB CORPORATION COM | United States | Stock | 2 | $197 | 0.00% | 2026-06-30 | 2026-07-27 | -31.46% |
| ELAN ELANCO ANIMAL HEALTH INC COM | United States | Stock | 8 | $197 | 0.00% | 2026-06-30 | 2026-07-27 | -8.13% |
| PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS | United States | Stock | 8 | $196 | 0.00% | 2026-06-30 | 2026-07-27 | -21.24% |
| OGE OGE ENERGY CORP COM | United States | Stock | 4 | $195 | 0.00% | 2026-06-30 | 2026-07-27 | -6.74% |
| BWXT BWX TECHNOLOGIES INC COM | United States | Stock | 1 | $195 | 0.00% | 2026-06-30 | 2026-07-27 | -29.10% |
| CNM CORE & MAIN INC CL A | United States | Stock | 4 | $193 | 0.00% | 2026-06-30 | 2026-07-27 | -13.66% |
| BLDR BUILDERS FIRSTSOURCE INC COM | United States | Stock | 2 | $179 | 0.00% | 2026-06-30 | 2026-07-27 | -35.71% |
| PAG PENSKE AUTOMOTIVE GRP INC COM | United States | Stock | 1 | $179 | 0.00% | 2026-06-30 | 2026-07-27 | +12.76% |
| OLED UNIVERSAL DISPLAY CORP COM | United States | Stock | 2 | $173 | 0.00% | 2026-06-30 | 2026-07-27 | -12.05% |
| TTEK TETRA TECH INC NEW COM | United States | Stock | 6 | $173 | 0.00% | 2026-06-30 | 2026-07-27 | +16.65% |
| HOMB HOME BANCSHARES INC COM | United States | Stock | 6 | $171 | 0.00% | 2026-06-30 | 2026-07-27 | -0.49% |
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