§ 13F · FUND PROFILE
Strategic Planning, Inc..
AUM · $173M (13F)Positions · 59Turnover · n/a · Q1Filed · May 18, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | 116K | $24M | 11.9% | +83% |
| 2 | DOW | DOW INC | 519K | $22M | 10.8% | −48% |
| 3 | AAPL | APPLE INC | 80K | $20M | 10.2% | −1% |
| 4 | NVDA | NVIDIA CORP | 85K | $15M | 7.5% | +5% |
| 5 | MSFT | MICROSOFT CORP | 32K | $12M | 6.0% | +1733% |
| 6 | CVS | CVS HEALTH CORP | 146K | $11M | 5.3% | +1% |
| 7 | F | FORD MTR CO DEL | 867K | $10M | 5.0% | +3% |
| 8 | KHC | KRAFT HEINZ CO | 278K | $6M | 3.1% | +1% |
| 9 | WDAY | WORKDAY INC CLASS A | 45K | $6M | 3.0% | NEW |
| 10 | VZ | VERIZON COMMUNICATIONS I | 114K | $6M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Planning, Inc. is a Other fund managing $173 million in assets. The fund runs a portfolio of 59 positions.
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