Strategic Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Strategic Planning, Inc. held in its portfolio 52 assets valued at $185,566,345 (i.e. $185.57M).
The most valuable assets in the portfolio included: DOW INC ($23.24M), APPLE INC ($21.90M), and NVIDIA CORP ($15.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Strategic Planning, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DOW INC | 1003418 | 23235142 | COMMON STOCK |
| APPLE INC | 80558 | 21900511 | COMMON STOCK |
| NVIDIA CORP | 81558 | 15210650 | COMMON STOCK |
| AMAZON.COM INC | 63021 | 14546507 | COMMON STOCK |
| CVS HEALTH CORP | 144609 | 11476150 | COMMON STOCK |
| FORD MTR CO DEL | 839564 | 11015085 | COMMON STOCK |
| PNC FINL SERVICES | 34491 | 7199362 | COMMON STOCK |
| KRAFT HEINZ CO | 274454 | 6655516 | COMMON STOCK |
| ALPHABET INC CLASS C | 19379 | 6080509 | COMMON STOCK |
| UNITED PARCEL SVC INC CLASS B | 47090 | 4670819 | COMMON STOCK |
| ALTRIA GROUP INC | 80075 | 4617114 | COMMON STOCK |
| DOMINION ENERGY INC | 78629 | 4606880 | COMMON STOCK |
| NIKE INC CLASS CLASS B | 71875 | 4579129 | COMMON STOCK |
| AMEREN CORP | 42826 | 4276647 | COMMON STOCK |
| SPDR S&P 500 ETF | 6270 | 4275901 | ETF |
| NOVO-NORDISK A S ADR | 70653 | 3594825 | ADR |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 11458 | 3481972 | ADR |
| FORTINET INC | 43800 | 3478158 | COMMON STOCK |
| HUNTINGTON BANCSHARES IN | 195931 | 3399398 | COMMON STOCK |
| EXXON MOBIL CORP | 28103 | 3381938 | COMMON STOCK |
| CHIPOTLE MEXICAN GRILL I | 77606 | 2871422 | COMMON STOCK |
| PROCTER & GAMBLE CO | 19128 | 2741270 | COMMON STOCK |
| GENERAL MILLS INC | 54553 | 2536705 | COMMON STOCK |
| EXELON CORP | 49597 | 2161916 | COMMON STOCK |
| GE AEROSPACE | 4114 | 1267346 | COMMON STOCK |
| TESLA INC | 2369 | 1065387 | COMMON STOCK |
| MICROSOFT CORP | 1752 | 847336 | COMMON STOCK |
| US FOODS HLDG CORP | 9713 | 731583 | COMMON STOCK |
| AMERICAN ELEC PWR CO INC | 5807 | 669659 | COMMON STOCK |
| COSTCO WHSL CORP NEW | 758 | 653543 | COMMON STOCK |
| GE VERNOVA INC | 996 | 651008 | COMMON STOCK |
| WALMART INC | 5589 | 622701 | COMMON STOCK |
| HILLENBRAND INC | 18530 | 587785 | COMMON STOCK |
| GUIDEWIRE SOFTWARE INC | 2879 | 578708 | COMMON STOCK |
| CORTEVA INC | 7185 | 481614 | COMMON STOCK |
| VANGUARD TOTAL STOCK MARKET ETF | 1356 | 454709 | ETF |
| JOHNSON CONTROLS INT F | 3606 | 431819 | COMMON STOCK |
| CARRIER GLOBAL CORP | 7550 | 398920 | COMMON STOCK |
| GENERAL DYNAMICS CORP | 1158 | 389968 | COMMON STOCK |
| BERKSHIRE HATHAWAY CLASS B | 769 | 386538 | COMMON STOCK |
| SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 2647 | 370448 | ADR |
| HP INC | 15678 | 349306 | COMMON STOCK |
| VANGUARD LARGE CAP ETF | 1071 | 337114 | ETF |
| META PLATFORMS INC CLASS A | 505 | 333042 | COMMON STOCK |
| TRX GOLD CORP F | 329133 | 303099 | COMMON STOCK |
| OTIS WORLDWIDE CORP | 3335 | 291349 | COMMON STOCK |
| ARAMARK | 7643 | 281736 | COMMON STOCK |
| CITIGROUP INC | 2251 | 262625 | COMMON STOCK |
| BORGWARNER INC | 5131 | 231214 | COMMON STOCK |
| MCKESSON CORP | 263 | 215755 | COMMON STOCK |
| VANGUARD INFORMATION TECH ETF | 279 | 210375 | ETF |
| DUPONT DE NEMOURS INC | 4182 | 168132 | COMMON STOCK |
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