Institutions / Planning Capital Management Corp
Planning Capital Management Corp
CIK 2012016 · Institution · as of Sep 30, 2024
Portfolio value
$150.91M
Positions
779
As of
Sep 30, 2024
Portfolio trend
Portfolio value
$150.91M+6.5%Positions
779+8.2%Holdings
Sep 30, 2024View all 779 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Ser TrSPYG | $7.75M | 5.1% |
| Apple IncAAPL | $6.29M | 4.2% |
| Lockheed Martin CorpLMT | $5.96M | 4.0% |
| Wal Mart Stores IncWMT | $5.16M | 3.4% |
| Johnson & JohnsonJNJ | $4.88M | 3.2% |
| McDonalds CorpMCD | $4.79M | 3.2% |
| PROCTER & GAMBLE CoPG | $4.73M | 3.1% |
| Coca Cola CoKO | $4.72M | 3.1% |
| Verizon Communications IncVZ | $4.29M | 2.8% |
| Southern CoSO | $4.09M | 2.7% |
| Air Products & Chemicals Inc /DeAPD | $3.95M | 2.6% |
| Kellogg CoK | $3.89M | 2.6% |
| Merck & Co., Inc.MRK | $3.84M | 2.5% |
| Kimberly Clark CorpKMB | $3.74M | 2.5% |
| Vanguard Index FdsVTI | $3.69M | 2.4% |
| Dte Energy CoDTE | $3.59M | 2.4% |
| General Dynamics CorpGD | $3.56M | 2.4% |
| Schwab Strategic TrSCHB | $3.34M | 2.2% |
| Archer Daniels Midland CoADM | $2.84M | 1.9% |
| Schwab Strategic TrSCHD | $2.27M | 1.5% |
| iShares TrIEFA | $2.05M | 1.4% |
| Visa Inc.V | $1.68M | 1.1% |
| Vanguard Index FdsVOO | $1.65M | 1.1% |
| PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $1.65M | 1.1% |
| Microsoft CorpMSFT | $1.62M | 1.1% |
Activity
Sep 30, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2024 as of | Trim Other (per filing) | 3M Co common | $-3.71M | -27K -86.68% | 4,169 0.38% of portfolio | low |
| Q1 2024 as of | Add Other (per filing) | Wal Mart Stores Inc common | $2.90M | +48K +200.14% | 72,213 2.88% of portfolio | low |
| Q2 2024 as of | Trim Other (per filing) | Vertiv Holdings Co common | $-1.28M | -15K -99.97% | 5 <0.01% of portfolio | low |
| Q1 2024 as of |