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.
- MOS: Country of operation United States; Class Stock; Shares 8; Value $170.
- GFS: Country of operation United States; Class Stock; Shares 2; Value $165.
- APA: Country of operation United States; Class Stock; Shares 5; Value $163.
- PCOR: Country of operation United States; Class Stock; Shares 4; Value $162.
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 |
|---|
MOS
MOSAIC CO COM | United States | Stock | 8 | $170 | 0.00% | 2026-06-30 | 2026-07-27 | +5.80% |
|---|
GFS
GLOBALFOUNDRIES INC ORDINARY SHARES | United States | Stock | 2 | $165 | 0.00% | 2026-06-30 | 2026-07-27 | -41.92% |
|---|
APA
APA CORPORATION COM | United States | Stock | 5 | $163 | 0.00% | 2026-06-30 | 2026-07-27 | +29.54% |
|---|
PCOR
PROCORE TECHNOLOGIES INC COM | United States | Stock | 4 | $162 | 0.00% | 2026-06-30 | 2026-07-27 | +21.96% |
|---|
APPF
APPFOLIO INC COM CL A | United States | Stock | 1 | $160 | 0.00% | 2026-06-30 | 2026-07-27 | +22.12% |
|---|
FAC
FACTORIAL ENERGY INC COM CL A | United States | Stock | 14 | $155 | 0.00% | 2026-06-30 | 2026-07-27 | -44.09% |
|---|
NFG
NATIONAL FUEL GAS CO COM | United States | Stock | 2 | $154 | 0.00% | 2026-06-30 | 2026-07-27 | -0.09% |
|---|
SCI
SERVICE CORP INTL COM | United States | Stock | 2 | $152 | 0.00% | 2026-06-30 | 2026-07-27 | +1.15% |
|---|
MTCH
MATCH GROUP INC NEW COM | United States | Stock | 4 | $152 | 0.00% | 2026-06-30 | 2026-07-27 | +5.47% |
|---|
STAG
STAG INDUSTRIAL INC COM | United States | REIT | 4 | $152 | 0.00% | 2026-06-30 | 2026-07-27 | -3.07% |
|---|
AES
AES CORP COM | United States | Stock | 10 | $147 | 0.00% | 2026-06-30 | 2026-07-27 | +1.36% |
|---|
SNAP
SNAP INC CL A | United States | Stock | 33 | $147 | 0.00% | 2026-06-30 | 2026-07-27 | +20.27% |
|---|
QUBT
QUANTUM COMPUTING INC COM | United States | Stock | 15 | $146 | 0.00% | 2026-06-30 | 2026-07-27 | -12.78% |
|---|
GPN
GLOBAL PMTS INC COM | United States | Stock | 2 | $145 | 0.00% | 2026-06-30 | 2026-07-27 | +14.84% |
|---|
FCEL
FUELCELL ENERGY INC COM NEW | United States | Stock | 4 | $144 | 0.00% | 2026-06-30 | 2026-07-27 | -53.07% |
|---|
CVLT
COMMVAULT SYS INC COM | United States | Stock | 1 | $142 | 0.00% | 2026-06-30 | 2026-07-27 | +3.26% |
|---|
TECH
BIO-TECHNE CORP COM | United States | Stock | 2 | $141 | 0.00% | 2026-06-30 | 2026-07-27 | +2.45% |
|---|
ALLE
ALLEGION PLC ORD SHS | Ireland | Stock | 1 | $140 | 0.00% | 2026-06-30 | 2026-07-27 | +10.63% |
|---|
AFG
AMERICAN FINANCIAL GROUP INC COM | United States | Stock | 1 | $140 | 0.00% | 2026-06-30 | 2026-07-27 | -1.06% |
|---|
HIMS
HIMS & HERS HEALTH INC COM CL A | United States | Stock | 4 | $139 | 0.00% | 2026-06-30 | 2026-07-27 | -17.22% |
|---|
DJT
TRUMP MEDIA & TECHNOLOGY GROUP COM | United States | Stock | 18 | $139 | 0.00% | 2026-06-30 | 2026-07-27 | +17.57% |
|---|
FFIN
FIRST FINL BANKSHARES INC COM | United States | Stock | 4 | $138 | 0.00% | 2026-06-30 | 2026-07-27 | -8.29% |
|---|
BWA
BORGWARNER INC COM | United States | Stock | 2 | $133 | 0.00% | 2026-06-30 | 2026-07-27 | -8.22% |
|---|
LINE
LINEAGE INC COM | United States | REIT | 3 | $130 | 0.00% | 2026-06-30 | 2026-07-27 | -18.91% |
|---|
J
JACOBS SOLUTIONS INC COM | United States | Stock | 1 | $126 | 0.00% | 2026-06-30 | 2026-07-27 | +8.32% |
|---|
SSNC
SS&C TECH HLDGS COM | United States | Stock | 2 | $124 | 0.00% | 2026-06-30 | 2026-07-27 | +25.04% |
|---|
PCVX
VAXCYTE INC COM | United States | Stock | 2 | $116 | 0.00% | 2026-06-30 | 2026-07-27 | -2.48% |
|---|
KRG
KITE REALTY GROUP TRUST COM NEW | United States | REIT | 4 | $114 | 0.00% | 2026-06-30 | 2026-07-27 | -12.97% |
|---|
SJM
SMUCKER J M CO COM NEW | United States | Stock | 1 | $113 | 0.00% | 2026-06-30 | 2026-07-27 | +7.29% |
|---|
TLRY
TILRAY BRANDS INC COM | United States | Stock | 25 | $112 | 0.00% | 2026-06-30 | 2026-07-27 | -12.03% |
|---|
RVTY
REVVITY INC COM | United States | Stock | 1 | $111 | 0.00% | 2026-06-30 | 2026-07-27 | +37.31% |
|---|
POR
PORTLAND GEN ELEC CO COM NEW | United States | Stock | 2 | $104 | 0.00% | 2026-06-30 | 2026-07-27 | -14.16% |
|---|
OZK
BANK OZK LITTLE ROCK ARK COM | United States | Stock | 2 | $104 | 0.00% | 2026-06-30 | 2026-07-27 | -11.31% |
|---|
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | United States | Stock | 2 | $100 | 0.00% | 2026-06-30 | 2026-07-27 | -13.66% |
|---|
TW
TRADEWEB MKTS INC CL A | United States | Stock | 1 | $100 | 0.00% | 2026-06-30 | 2026-07-27 | +0.95% |
|---|
HL
HECLA MINING COMPANY COM | United States | Stock | 6 | $93 | 0.00% | 2026-06-30 | 2026-07-27 | +11.15% |
|---|
BYD
BOYD GAMING CORP COM | United States | Stock | 1 | $88 | 0.00% | 2026-06-30 | 2026-07-27 | -24.06% |
|---|
VNT
VONTIER CORPORATION COM | United States | Stock | 3 | $87 | 0.00% | 2026-06-30 | 2026-07-27 | +8.86% |
|---|
QXO
QXO INC COM NEW | United States | Stock | 5 | $86 | 0.00% | 2026-06-30 | 2026-07-27 | -32.75% |
|---|
VGNT
VERSIGENT PLC ORDINARY SHARES | | Stock | 2 | $84 | 0.00% | 2026-06-30 | 2026-07-27 | +8.69% |
|---|
CG
CARLYLE GROUP INC COM | United States | Stock | 2 | $84 | 0.00% | 2026-06-30 | 2026-07-27 | -5.77% |
|---|
HSIC
SCHEIN HENRY INC COM | United States | Stock | 1 | $84 | 0.00% | 2026-06-30 | 2026-07-27 | +1.74% |
|---|
WFRD
WEATHERFORD INTL PLC ORD SHS | United States | Stock | 1 | $82 | 0.00% | 2026-06-30 | 2026-07-27 | -1.34% |
|---|
REYN
REYNOLDS CONSUMER PRODS INC COM | United States | Stock | 3 | $81 | 0.00% | 2026-06-30 | 2026-07-27 | -17.80% |
|---|
TPG
TPG INC COM CL A | United States | Stock | 2 | $81 | 0.00% | 2026-06-30 | 2026-07-27 | +7.27% |
|---|
HLNE
HAMILTON LANE INC CL A | United States | Stock | 1 | $79 | 0.00% | 2026-06-30 | 2026-07-27 | +8.93% |
|---|
VG
VENTURE GLOBAL INC COM CL A | United States | Stock | 7 | $78 | 0.00% | 2026-06-30 | 2026-07-27 | +12.67% |
|---|
TAP
MOLSON COORS BEVERAGE CO CL B | | Stock | 2 | $78 | 0.00% | 2026-06-30 | 2026-07-27 | -7.57% |
|---|
OLLI
OLLIES BARGAIN OUTLET HLDGS COM | United States | Stock | 1 | $77 | 0.00% | 2026-06-30 | 2026-07-27 | +12.88% |
|---|
NE
NOBLE CORP PLC ORD SHS A | United States | Stock | 2 | $75 | 0.00% | 2026-06-30 | 2026-07-27 | +12.44% |
|---|
HWC
HANCOCK WHITNEY CORPORATION COM | United States | Stock | 1 | $75 | 0.00% | 2026-06-30 | 2026-07-27 | -3.37% |
|---|
TDC
TERADATA CORP DEL COM | United States | Stock | 2 | $69 | 0.00% | 2026-06-30 | 2026-07-27 | -17.20% |
|---|
SWKS
SKYWORKS SOLUTIONS INC COM | United States | Stock | 1 | $68 | 0.00% | 2026-06-30 | 2026-07-27 | +29.85% |
|---|
PEGA
PEGASYSTEMS INC COM | United States | Stock | 2 | $60 | 0.00% | 2026-06-30 | 2026-07-27 | +10.01% |
|---|
CELH
CELSIUS HLDGS INC COM NEW | United States | Stock | 2 | $59 | 0.00% | 2026-06-30 | 2026-07-27 | -5.36% |
|---|
BFB
BROWN FORMAN CORP CL B | | Stock | 2 | $53 | 0.00% | 2026-06-30 | 2026-07-27 | |
|---|
PSN
PARSONS CORP DEL COM | United States | Stock | 1 | $52 | 0.00% | 2026-06-30 | 2026-07-27 | -20.69% |
|---|
DOX
AMDOCS LTD SHS | | Stock | 1 | $51 | 0.00% | 2026-06-30 | 2026-07-27 | +13.95% |
|---|
INTA
INTAPP INC COM | United States | Stock | 2 | $50 | 0.00% | 2026-06-30 | 2026-07-27 | +39.63% |
|---|
NWSA
NEWS CORP NEW CL A | United States | Stock | 2 | $50 | 0.00% | 2026-06-30 | 2026-07-27 | +14.86% |
|---|
BBWI
BATH & BODY WORKS INC COM | United States | Stock | 2 | $46 | 0.00% | 2026-06-30 | 2026-07-27 | -30.87% |
|---|
NATL
NCR ATLEOS CORPORATION COM SHS | United States | Stock | 1 | $43 | 0.00% | 2026-06-30 | 2026-07-27 | +4.68% |
|---|
LW
LAMB WESTON HLDGS INC COM | United States | Stock | 1 | $43 | 0.00% | 2026-06-30 | 2026-07-27 | +0.21% |
|---|
VSNT
VERSANT MEDIA GROUP INC COM CL A | United States | Stock | 1 | $36 | 0.00% | 2026-06-30 | 2026-07-27 | -10.66% |
|---|
LYFT
LYFT INC CL A COM | United States | Stock | 2 | $29 | 0.00% | 2026-06-30 | 2026-07-27 | +3.15% |
|---|
VYX
NCR VOYIX CORPORATION COM | United States | Stock | 2 | $16 | 0.00% | 2026-06-30 | 2026-07-27 | -18.97% |
|---|
VLY
VALLEY NATL BANCORP COM | United States | Stock | 1 | $15 | 0.00% | 2026-06-30 | 2026-07-27 | -13.17% |
|---|
CHPT
CHARGEPOINT HOLDINGS INC COM SHS | United States | Stock | 2 | $12 | 0.00% | 2026-06-30 | 2026-07-27 | — split 2026-09-03, ratio not on file |
|---|
SPCE
VIRGIN GALACTIC HOLDINGS INC COM NEW | United States | Stock | 2 | $6 | 0.00% | 2026-06-30 | 2026-07-27 | +5.19% |
|---|
MCOM
MICROMOBILITY.COM INC CLASS A COM | | Stock | 1 | $0 | 0.00% | 2026-06-30 | 2026-07-27 | |
|---|
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