Strategic Planning, Inc. Top Holdings and 13F Report (2026) About Strategic Planning, Inc.Investment ActivityStrategic Planning, Inc. has $199.29 million in total holdings as of March 31, 2026.Strategic Planning, Inc. owns shares of 54 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 20.87% of the portfolio was purchased this quarter.About 19.93% of the portfolio was sold this quarter.This quarter, Strategic Planning, Inc. has purchased 52 new stocks and bought additional shares in 28 stocks.Strategic Planning, Inc. sold shares of 9 stocks and completely divested from 8 stocks this quarter.Largest Holdings Amazon.com $23,673,218DOW $21,602,788Apple $20,299,747NVIDIA $14,904,480Microsoft $11,887,989 Largest New Holdings this Quarter 98138H101 - Workday $5,889,014 Holding92343V104 - Verizon Communications $5,708,007 Holding80105N105 - Sanofi $3,481,439 Holding464287655 - iShares Russell 2000 ETF $813,407 Holding097023105 - Boeing $363,034 Holding Largest Purchases this Quarter Microsoft 30,363 shares (about $11.24M)Amazon.com 52,488 shares (about $10.76M)Workday 45,328 shares (about $5.89M)Verizon Communications 113,705 shares (about $5.71M)Sanofi 72,259 shares (about $3.48M) Largest Sales this Quarter DOW 484,744 shares (about $20.19M)Alphabet 892 shares (about $255.88K)Apple 572 shares (about $145.17K)General Mills 1,802 shares (about $67.07K)Taiwan Semiconductor Manufacturing 126 shares (about $42.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$23,673,218$10,757,256 â–²83.3%115,50911.9%Retail/WholesaleDOWDOW$21,602,788$20,189,602 â–¼-48.3%518,67410.8%Basic MaterialsAAPLApple$20,299,747$145,169 â–¼-0.7%79,98610.2%Computer and TechnologyNVDANVIDIA$14,904,480$680,687 â–²4.8%85,4617.5%Computer and TechnologyMSFTMicrosoft$11,887,989$11,239,452 â–²1,733.0%32,1156.0%Computer and TechnologyCVSCVS Health$10,510,274$124,464 â–²1.2%146,3425.3%MedicalFFord Motor$10,009,106$320,535 â–²3.3%867,3405.0%Auto/Tires/TrucksKHCKraft Heinz$6,243,522$71,046 â–²1.2%277,6133.1%Consumer StaplesWDAYWorkday$5,889,014$5,889,014 â–²New Holding45,3283.0%Computer and TechnologyVZVerizon Communications$5,708,007$5,708,007 â–²New Holding113,7052.9%Computer and TechnologyMOAltria Group$5,359,296$75,162 â–²1.4%81,2142.7%Consumer StaplesGOOGAlphabet$5,303,128$255,877 â–¼-4.6%18,4872.7%Computer and TechnologyDDominion Energy$4,820,255$40,616 â–¼-0.8%77,9722.4%UtilitiesXOMExxonMobil$4,764,372$3,563 â–¼-0.1%28,0822.4%EnergyUPSUnited Parcel Service$4,640,272$7,575 â–²0.2%47,1672.3%TransportationSPYSPDR S&P 500 ETF Trust$4,113,390$35,769 â–²0.9%6,3252.1%FinanceNKENIKE$3,875,104$78,649 â–²2.1%73,3641.9%Consumer DiscretionaryFTNTFortinet$3,836,836$257,500 â–²7.2%46,9511.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,829,649$42,582 â–¼-1.1%11,3321.9%Computer and TechnologySNYSanofi$3,481,439$3,481,439 â–²New Holding72,2591.7%MedicalPGProcter & Gamble$2,722,476$40,444 â–¼-1.5%18,8481.4%Consumer StaplesNVONovo Nordisk A/S$2,659,451$62,953 â–²2.4%72,3661.3%MedicalEXCExelon$2,436,170$4,902 â–²0.2%49,6971.2%UtilitiesGISGeneral Mills$1,963,396$67,071 â–¼-3.3%52,7511.0%Consumer StaplesTSLATesla$1,227,890$347,214 â–²39.4%3,3030.6%Auto/Tires/TrucksGEGE Aerospace$1,184,844$17,311 â–²1.5%4,1750.6%AerospaceUSFDUS Foods$895,6360.0%9,7130.4%Consumer StaplesGE VERNOVA INC$887,567$18,327 â–²2.1%1,0170.4%COMMON STOCKIWMiShares Russell 2000 ETF$813,407$813,407 â–²New Holding3,2800.4%FinanceAEPAmerican Electric Power$767,651$6,423 â–²0.8%5,8560.4%UtilitiesCOSTCostco Wholesale$755,1270.0%7580.4%Retail/WholesaleWALMART INC$697,082$2,486 â–²0.4%5,6090.3%COMMON STOCKCTVACorteva$587,875$13,561 â–¼-2.3%7,0230.3%Consumer StaplesTRX GOLD CORP F$493,7000.0%329,1330.2%COMMON STOCKJCIJohnson Controls International$472,2060.0%3,6060.2%ConstructionVTIVanguard Total Stock Market ETF$436,456$1,284 â–²0.3%1,3600.2%ETFGWREGuidewire Software$430,5830.0%2,8790.2%Computer and TechnologyCARRCarrier Global$426,702$1,577 â–²0.4%7,5780.2%ConstructionGDGeneral Dynamics$399,233$1,716 â–²0.4%1,1630.2%AerospaceBRK.BBerkshire Hathaway$368,5050.0%7690.2%FinanceBABoeing$363,034$363,034 â–²New Holding1,8240.2%AerospaceSIEGYSiemens$322,6160.0%2,6470.2%IndustrialsVVVanguard Large-Cap ETF$320,970$897 â–²0.3%1,0740.2%ETFARMKAramark$310,770$932 â–²0.3%7,6660.2%Business ServicesMETAMeta Platforms$308,544$19,463 â–²6.7%5390.2%Computer and TechnologyHPQHP$304,929$3,746 â–²1.2%15,8730.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$304,058$304,058 â–²New Holding3,1300.2%FinanceBWABorgWarner$279,333$922 â–²0.3%5,1480.1%Auto/Tires/TrucksOTISOtis Worldwide$258,390$1,310 â–²0.5%3,3520.1%IndustrialsCCitigroup$256,845$1,588 â–²0.6%2,2650.1%Financial ServicesQNITY ELECTRONICS INC$238,842$238,842 â–²New Holding2,0700.1%COMMON STOCKCATCaterpillar$220,123$220,123 â–²New Holding3110.1%IndustrialsFACOFirst Acceptance$215,016$215,016 â–²New Holding49,4290.1%FinanceMRKMerck & Co., Inc.$208,892$208,892 â–²New Holding1,7370.1%MedicalPNCThe PNC Financial Services Group$0$7,199,362 â–¼-100.0%00.0%FinanceAEEAmeren$0$4,276,647 â–¼-100.0%00.0%UtilitiesHBANHuntington Bancshares$0$3,399,398 â–¼-100.0%00.0%FinanceCMGChipotle Mexican Grill$0$2,871,422 â–¼-100.0%00.0%Retail/WholesaleHIHillenbrand$0$587,785 â–¼-100.0%00.0%IndustrialsMCKMcKesson$0$215,755 â–¼-100.0%00.0%MedicalVGTVanguard Information Technology ETF$0$210,375 â–¼-100.0%00.0%ETFDDDuPont de Nemours$0$168,132 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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