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.
Strategic Planning, Inc. (CIK 1925220) reported $199.3M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($23.7M, 11.88%), DOW ($21.6M, 10.84%), AAPL ($20.3M, 10.19%), NVDA ($14.9M, 7.48%), MSFT ($11.9M, 5.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $23.7M | 11.88% | 115,509 | Added |
| 2 | DOW | DOW INC | $21.6M | 10.84% | 518,674 | Trimmed |
| 3 | AAPL | APPLE INC | $20.3M | 10.19% | 79,986 | Trimmed |
| 4 | NVDA | NVIDIA CORP | $14.9M | 7.48% | 85,461 | Added |
| 5 | MSFT | MICROSOFT CORP | $11.9M | 5.97% | 32,115 | Added |
| 6 | CVS | CVS HEALTH CORP | $10.5M | 5.27% | 146,342 | Added |
| 7 | F | FORD MTR CO DEL | $10.0M | 5.02% | 867,340 | Added |
| 8 | KHC | KRAFT HEINZ CO | $6.2M | 3.13% | 277,613 | Added |
| 9 | WDAY | WORKDAY INC CLASS A | $5.9M | 2.95% | 45,328 | New |
| 10 | VZ | VERIZON COMMUNICATIONS I | $5.7M | 2.86% | 113,705 | New |
| 11 | MO | ALTRIA GROUP INC | $5.4M | 2.69% | 81,214 | Added |
| 12 | GOOG | ALPHABET INC CLASS C | $5.3M | 2.66% | 18,487 | Trimmed |
| 13 | D | DOMINION ENERGY INC | $4.8M | 2.42% | 77,972 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $4.8M | 2.39% | 28,082 | Trimmed |
| 15 | UPS | UNITED PARCEL SVC INC CLASS B | $4.6M | 2.33% | 47,167 | Added |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $4.1M | 2.06% | 6,325 | Added |
| 17 | NKE | NIKE INC CLASS CLASS B | $3.9M | 1.94% | 73,364 | Added |
| 18 | FTNT | FORTINET INC | $3.8M | 1.93% | 46,951 | Added |
| 19 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $3.8M | 1.92% | 11,332 | Trimmed |
| 20 | SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $3.5M | 1.75% | 72,259 | New |
| 21 | PG | PROCTER & GAMBLE CO | $2.7M | 1.37% | 18,848 | Trimmed |
| 22 | NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.7M | 1.33% | 72,366 | Added |
| 23 | EXC | EXELON CORP | $2.4M | 1.22% | 49,697 | Added |
| 24 | GIS | GENERAL MILLS INC | $2.0M | 0.99% | 52,751 | Trimmed |
| 25 | TSLA | TESLA INC | $1.2M | 0.62% | 3,303 | Added |
Source: SEC Form 13F filings · as of 2026-03-31