Institutions / Strategic Planning, Inc.
Strategic Planning, Inc.
CIK 1925220 · Institution · as of Dec 31, 2025
Portfolio value
$185.57M
Positions
52
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 52 →
| Company | Value | % of portfolio |
|---|---|---|
| Dow Inc. | $23.24M | 12.5% |
| Apple Inc. | $21.90M | 11.8% |
| NVIDIA Corp | $15.21M | 8.2% |
| Amazon.com Inc | $14.55M | 7.8% |
| CVS HEALTH Corp | $11.48M | 6.2% |
| Ford Motor Co | $11.02M | 5.9% |
| The PNC Financial Services Group, Inc. | $7.20M | 3.9% |
| Kraft Heinz Co | $6.66M | 3.6% |
| Alphabet Inc. | $6.08M | 3.3% |
| United Parcel Service Inc | $4.67M | 2.5% |
| Altria Group, Inc. | $4.62M | 2.5% |
| Dominion Energy, Inc | $4.61M | 2.5% |
| NIKE, Inc. | $4.58M | 2.5% |
| Ameren Corp | $4.28M | 2.3% |
| SPDR S&P 500 ETF | $4.28M | 2.3% |
| Novo-Nordisk a S Adr | $3.59M | 1.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.48M | 1.9% |
| Fortinet Inc | $3.48M | 1.9% |
| Huntington Bancshares Inc /Md | $3.40M | 1.8% |
| Exxon Mobil Corp | $3.38M | 1.8% |
| Chipotle Mexican Grill Inc | $2.87M | 1.5% |
| PROCTER & GAMBLE Co | $2.74M | 1.5% |
| General Mills Inc | $2.54M | 1.4% |
| Exelon Corp | $2.16M | 1.2% |
| General Electric Co | $1.27M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.