Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Asset Planning,Inc (CIK 2048547) reported $140.7M across 293 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($13.2M, 9.37%), LLY ($12.4M, 8.82%), TDG ($10.5M, 7.44%), ALL ($9.5M, 6.77%), AAPL ($7.9M, 5.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.Com Inc. | $13.2M | 9.37% | 63,307 | Trimmed |
| 2 | LLY | Eli Lilly & Co | $12.4M | 8.82% | 13,491 | Trimmed |
| 3 | TDG | Transdigm Group Inc | $10.5M | 7.44% | 9,031 | Trimmed |
| 4 | ALL | Allstate Corp. | $9.5M | 6.77% | 33,171 | Added |
| 5 | AAPL | Apple Computer Inc | $7.9M | 5.59% | 31,003 | Trimmed |
| 6 | COST | Costco Wholesale Corp - New | $7.4M | 5.25% | 7,415 | Added |
| 7 | NVDA | NVIDIA Corp | $4.1M | 2.89% | 23,296 | Added |
| 8 | MCD | Mc Donalds Corp | $4.1M | 2.88% | 13,047 | Added |
| 9 | WELL | Welltower Inc | $4.0M | 2.83% | 20,108 | Added |
| 10 | MO | Altria Group Inc. | $3.2M | 2.30% | 49,098 | Trimmed |
| 11 | O | Realty Income Corp | $2.8M | 1.99% | 45,718 | Added |
| 12 | VZ | Verizon Communications | $2.5M | 1.80% | 50,333 | Trimmed |
| 13 | NFLX | Netflix Inc | $2.1M | 1.49% | 21,770 | Hold |
| 14 | EW | Edwards Lifesciences Cp | $2.1M | 1.49% | 26,213 | Added |
| 15 | CVX | Chevrontexaco Corp | $2.0M | 1.44% | 9,791 | Added |
| 16 | SRE | Sempra Energy | $2.0M | 1.39% | 20,102 | Added |
| 17 | MSFT | Microsoft Corp | $1.9M | 1.35% | 5,116 | Added |
| 18 | BRK/B | Berkshire Hathaway Cl B | $1.7M | 1.22% | 3,596 | Trimmed |
| 19 | GOOG | Alphabet (Google Inc.) Class C | $1.6M | 1.11% | 5,445 | Added |
| 20 | CB | Chubb Limited | $1.5M | 1.04% | 4,495 | Added |
| 21 | SBUX | Starbucks Corp | $1.4M | 0.96% | 15,128 | Trimmed |
| 22 | MA | Mastercard Inc A | $1.4M | 0.96% | 2,713 | Hold |
| 23 | PG | Procter & Gamble Co | $1.3M | 0.95% | 9,248 | Added |
| 24 | XOM | Exxon Mobil Corporation | $1.2M | 0.89% | 7,354 | Added |
| 25 | SO | Southern Co. | $1.2M | 0.88% | 12,868 | Added |
Source: SEC Form 13F filings · as of 2026-03-31