13F-HR filed by Strategic Planning, Inc.
Strategic Planning, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-18, with 54 holding rows worth $199,290,204.
- Accession
- 0001213900-26-058124
- Filer
- CIK 1925220
- Filed
- 2026-05-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 54 entries on the cover page, a total value of $199,290,204 stated on the cover page (in dollars after the unit check, H1), rows summing to $199,290,205 with VALUE read as dollars as filed, 13F file number 028-25653. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 115,509 | $23,673,218 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 518,674 | $21,602,788 | dollars as filed | |
| Apple Inc | 037833100 | COM | 79,986 | $20,299,747 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 85,461 | $14,904,480 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 32,115 | $11,887,989 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 146,342 | $10,510,274 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 867,340 | $10,009,106 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 277,613 | $6,243,522 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 45,328 | $5,889,014 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 113,705 | $5,708,007 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 81,214 | $5,359,296 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 18,487 | $5,303,128 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 77,972 | $4,820,255 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 28,082 | $4,764,372 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 47,167 | $4,640,272 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,325 | $4,113,390 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 73,364 | $3,875,104 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 46,951 | $3,836,836 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 11,332 | $3,829,649 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 72,259 | $3,481,439 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 18,848 | $2,722,476 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 72,366 | $2,659,451 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 49,697 | $2,436,170 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 52,751 | $1,963,396 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,303 | $1,227,890 | dollars as filed | |
| General Electric Company | 369604301 | COM | 4,175 | $1,184,844 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 9,713 | $895,636 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,017 | $887,567 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 3,280 | $813,407 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 5,856 | $767,651 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 758 | $755,127 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,609 | $697,082 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 7,023 | $587,875 | dollars as filed | |
| TRX GOLD CORPORATION | 87283P109 | COM | 329,133 | $493,700 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 3,606 | $472,206 | dollars as filed | |
| VTI | 922908769 | COM | 1,360 | $436,456 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 2,879 | $430,583 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 7,578 | $426,702 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,163 | $399,233 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 769 | $368,505 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,824 | $363,034 | dollars as filed | |
| SIEMENS A G - ADR | 826197501 | COM | 2,647 | $322,616 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,074 | $320,970 | dollars as filed | |
| ARAMARK COM | 03852U106 | Stock | 7,666 | $310,770 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 539 | $308,544 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 15,873 | $304,929 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,130 | $304,058 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 5,148 | $279,333 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 3,352 | $258,390 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 2,265 | $256,845 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 2,070 | $238,842 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 311 | $220,123 | dollars as filed | |
| FIRST ACCEP CORP | 318457108 | COMMON STOCK | 49,429 | $215,016 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,737 | $208,892 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-26-058124 | this filing | 2026-05-18 | acceptance time not in the bulk data set |