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Strategic Planning, Inc.

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13F filer, CIK 1925220, Columbus, OH

Strategic Planning, Inc. reported $166,994,929 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-10-20. Its ten largest share positions make up 56.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-100166

Period
2025-06-30
Reported value
$167M
Holdings
51
Top 10 weight
56.35%
New
1
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSLAadded+628$199K
Fadded+3,998$43.4K
NFEnew+12,500$41.5K
DOWadded+1,015$26.9K
PGadded+48$7.65K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
COPexited-67,374-$7.08M
JPMexited-17,204-$4.22M
VVexited-1,062-$273K
AMZNreduced-1,226-$269K
SPIBexited-8,052-$268K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001213900-25-100166, largest first. % of portfolio is the value over $166,994,929, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,547 shares; 2025Q2: 81,703 shares 81,703$16.8M10.04%-844Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,702 shares; 2025Q2: 63,476 shares 63,476$13.9M8.34%-1,226Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,703 shares; 2025Q2: 86,076 shares 86,076$13.6M8.14%-627Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 145,437 shares; 2025Q2: 143,214 shares 143,214$9.88M5.92%-2,223Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 846,650 shares; 2025Q2: 850,648 shares 850,648$9.23M5.53%+3,998Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 283,368 shares; 2025Q2: 279,385 shares 279,385$7.21M4.32%-3,983Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,558 shares; 2025Q2: 35,029 shares 35,029$6.53M3.91%-529Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 239,222 shares; 2025Q2: 240,237 shares 240,237$6.36M3.81%+1,015Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 57,337 shares; 2025Q2: 55,151 shares 55,151$5.44M3.26%-2,186Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 73,592 shares; 2025Q2: 72,520 shares 72,520$5.15M3.09%-1,072Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 80,279 shares; 2025Q2: 79,995 shares 79,995$4.69M2.81%-284Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 84,419 shares; 2025Q2: 83,172 shares 83,172$4.67M2.8%-1,247Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,665 shares; 2025Q2: 81,900 shares 81,900$4.63M2.77%-765Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,217 shares; 2025Q2: 45,290 shares 45,290$4.35M2.6%+73Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,967 shares; 2025Q2: 40,559 shares 40,559$4.11M2.46%-408Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,458 shares; 2025Q2: 74,765 shares 74,765$3.46M2.07%-693Timeline
ALEALLETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 55,148 shares; 2025Q2: 53,714 shares 53,714$3.44M2.06%-1,434Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,075 shares; 2025Q2: 18,978 shares 18,978$3.37M2.02%-97Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 198,657 shares; 2025Q2: 198,648 shares 198,648$3.33M1.99%-9Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 133,345 shares; 2025Q2: 131,973 shares 131,973$3.2M1.92%-1,372Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,139 shares; 2025Q2: 19,187 shares 19,187$3.06M1.83%+48Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 142,176 shares; 2025Q2: 136,088 shares 136,088$3.05M1.83%-6,088Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,570 shares; 2025Q2: 28,025 shares 28,025$3.02M1.81%-545Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 58,331 shares; 2025Q2: 58,238 shares 58,238$3.02M1.81%-93Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 333,384 shares; 2025Q2: 331,613 shares 331,613$2.81M1.68%-1,771Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,644 shares; 2025Q2: 11,456 shares 11,456$2.59M1.55%-188Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 247,909 shares; 2025Q2: 233,877 shares 233,877$2.49M1.49%-14,032Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,808 shares; 2025Q2: 50,455 shares 50,455$2.19M1.31%-1,353Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,817 shares; 2025Q2: 3,445 shares 3,445$1.09M0.66%+628Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,187 shares; 2025Q2: 4,082 shares 4,082$1.05M0.63%-105Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,051 shares; 2025Q2: 10,051 shares 10,051$774K0.46%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,575 shares; 2025Q2: 1,500 shares 1,500$746K0.45%-75Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 753 shares; 2025Q2: 754 shares 754$746K0.45%+1Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares 2,879$678K0.41%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,659 shares; 2025Q2: 5,711 shares 5,711$593K0.35%+52Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,647 shares; 2025Q2: 7,611 shares 7,611$557K0.33%-36Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,561 shares; 2025Q2: 7,404 shares 7,404$552K0.33%-157Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,434 shares; 2025Q2: 5,462 shares 5,462$534K0.32%+28Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 988 shares; 2025Q2: 968 shares 968$512K0.31%-20Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,018 shares; 2025Q2: 3,946 shares 3,946$417K0.25%-72Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,552 shares; 2025Q2: 15,542 shares 15,542$380K0.23%-10Timeline
HIHILLENBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,047 shares; 2025Q2: 18,248 shares 18,248$366K0.22%+201Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,559 shares; 2025Q2: 3,544 shares 3,544$351K0.21%-15Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,142 shares; 2025Q2: 1,148 shares 1,148$335K0.2%+6Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,861 shares; 2025Q2: 7,881 shares 7,881$330K0.2%+20Timeline
SIEGYSIEMENS AG-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares 2,522$325K0.19%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,342 shares; 2025Q2: 4,313 shares 4,313$296K0.18%-29Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 406 shares; 2025Q2: 372 shares 372$274K0.16%-34Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 502 shares; 2025Q2: 491 shares 491$239K0.14%-11Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,856 shares; 2025Q2: 1,107 shares 1,107$232K0.14%-749Timeline
NFENEW FORTRESS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 12,500 shares 12,500$41.5K0.02%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
COPCONOCOPHILLIPS67,374$7.08Mshares
JPMJPMORGAN CHASE & CO17,204$4.22Mshares
VVVANGUARD INDEX FDS1,062$273Kshares
SPIBSPDR SERIES TRUST8,052$268Kshares
FACOFIRST ACCEPTANCE CORP64,929$243Kshares
VSATVIASAT INC17,225$179Kshares
TRXTRX GOLD CORPORATION329,133$102Kshares

How Q2 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 0001213900-25-100166 base2025-10-20acceptance time not in the bulk data set