Skip to content
Disclosery

Strategic Planning, Inc.

Follow

13F filer, CIK 1925220, Columbus, OH

Strategic Planning, Inc. reported $177,257,003 across 57 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-07-14. Its ten largest share positions make up 53.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-063531

Period
2025-03-31
Reported value
$177M
Holdings
57
Top 10 weight
53.41%
New
Sold out

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001213900-25-063531, largest first. % of portfolio is the value over $177,257,003, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,547 shares 82,547$18.3M10.34%Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,702 shares 64,702$12.3M6.94%Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 145,437 shares 145,437$9.85M5.56%Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,703 shares 86,703$9.4M5.3%Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 283,368 shares 283,368$8.62M4.86%Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 846,650 shares 846,650$8.49M4.79%Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 239,222 shares 239,222$8.35M4.71%Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 67,374 shares 67,374$7.08M3.99%Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,558 shares 35,558$6.25M3.53%Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 57,337 shares 57,337$5.98M3.38%Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 80,279 shares 80,279$4.82M2.72%Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 73,592 shares 73,592$4.67M2.64%Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,665 shares 82,665$4.64M2.61%Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,458 shares 75,458$4.6M2.6%Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,217 shares 45,217$4.54M2.56%Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 84,419 shares 84,419$4.24M2.39%Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,204 shares 17,204$4.22M2.38%Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,967 shares 40,967$3.69M2.08%Timeline
ALEALLETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 55,148 shares 55,148$3.62M2.04%Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 58,331 shares 58,331$3.49M1.97%Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,570 shares 28,570$3.4M1.92%Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 133,345 shares 133,345$3.38M1.91%Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,139 shares 19,139$3.26M1.84%Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 142,176 shares 142,176$3.23M1.82%Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 198,657 shares 198,657$2.98M1.68%Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,075 shares 19,075$2.98M1.68%Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 333,384 shares 333,384$2.73M1.54%Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 247,909 shares 247,909$2.71M1.53%Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,808 shares 51,808$2.39M1.35%Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,644 shares 11,644$1.93M1.09%Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,187 shares 4,187$838K0.47%Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,817 shares 2,817$730K0.41%Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 753 shares 753$712K0.4%Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,051 shares 10,051$658K0.37%Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,659 shares 5,659$618K0.35%Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,575 shares 1,575$591K0.33%Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,879 shares 2,879$539K0.3%Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,647 shares 7,647$485K0.27%Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,434 shares 5,434$477K0.27%Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,561 shares 7,561$476K0.27%Timeline
HIHILLENBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,047 shares 18,047$436K0.25%Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,552 shares 15,552$431K0.24%Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,559 shares 3,559$367K0.21%Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,342 shares 4,342$324K0.18%Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,018 shares 4,018$322K0.18%Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,856 shares 1,856$317K0.18%Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,142 shares 1,142$311K0.18%Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 988 shares 988$302K0.17%Timeline
SIEGYSIEMENS AG-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,522 shares 2,522$291K0.16%Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,062 shares 1,062$273K0.15%Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,861 shares 7,861$271K0.15%Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,052 shares 8,052$268K0.15%Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 502 shares 502$267K0.15%Timeline
FACOFIRST ACCEPTANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,929 shares 64,929$243K0.14%Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 406 shares 406$234K0.13%Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,225 shares 17,225$179K0.1%Timeline
TRXTRX GOLD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 329,133 shares 329,133$102K0.06%Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001213900-25-063531 base2025-07-14acceptance time not in the bulk data set