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Strategic Planning, Inc.

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13F filer, CIK 1925220, Columbus, OH

Strategic Planning, Inc. reported $185,566,345 across 52 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-18. Its ten largest share positions make up 65.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-017626

Period
2025-12-31
Reported value
$186M
Holdings
52
Top 10 weight
65.74%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DOWadded+491,921$11.4M
SPYnew+6,270$4.28M
NVOnew+70,653$3.59M
VTInew+1,356$455K
VVnew+1,071$337K

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
ALEexited-53,051-$3.52M
BMYexited-74,435-$3.36M
NVDAreduced-4,938-$921K
TSLAreduced-1,088-$489K
AAPLreduced-1,329-$361K

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, Q4 2025

Share positions as resolved from 13F-HR 0001213900-26-017626, largest first. % of portfolio is the value over $185,566,345, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 239,222 shares; 2025Q2: 240,237 shares; 2025Q3: 511,497 shares; 2025Q4: 1,003,418 shares 1,003,418$23.2M12.52%+491,921Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,547 shares; 2025Q2: 81,703 shares; 2025Q3: 81,887 shares; 2025Q4: 80,558 shares 80,558$21.9M11.8%-1,329Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,703 shares; 2025Q2: 86,076 shares; 2025Q3: 86,496 shares; 2025Q4: 81,558 shares 81,558$15.2M8.2%-4,938Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,702 shares; 2025Q2: 63,476 shares; 2025Q3: 63,423 shares; 2025Q4: 63,021 shares 63,021$14.5M7.84%-402Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 145,437 shares; 2025Q2: 143,214 shares; 2025Q3: 144,447 shares; 2025Q4: 144,609 shares 144,609$11.5M6.18%+162Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 846,650 shares; 2025Q2: 850,648 shares; 2025Q3: 859,443 shares; 2025Q4: 839,564 shares 839,564$11M5.94%-19,879Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,558 shares; 2025Q2: 35,029 shares; 2025Q3: 34,820 shares; 2025Q4: 34,491 shares 34,491$7.2M3.88%-329Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 283,368 shares; 2025Q2: 279,385 shares; 2025Q3: 282,926 shares; 2025Q4: 274,454 shares 274,454$6.66M3.59%-8,472Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,075 shares; 2025Q2: 18,978 shares; 2025Q3: 18,786 shares; 2025Q4: 19,379 shares 19,379$6.08M3.28%+593Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,511 shares; 2025Q4: 47,090 shares 47,090$4.67M2.52%+579Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 80,279 shares; 2025Q2: 79,995 shares; 2025Q3: 79,919 shares; 2025Q4: 80,075 shares 80,075$4.62M2.49%+156Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,665 shares; 2025Q2: 81,900 shares; 2025Q3: 80,042 shares; 2025Q4: 78,629 shares 78,629$4.61M2.48%-1,413Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 73,592 shares; 2025Q2: 72,520 shares; 2025Q3: 72,552 shares; 2025Q4: 71,875 shares 71,875$4.58M2.47%-677Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,217 shares; 2025Q2: 45,290 shares; 2025Q3: 44,698 shares; 2025Q4: 42,826 shares 42,826$4.28M2.3%-1,872Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,270 shares 6,270$4.28M2.3%newTimeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,653 shares 70,653$3.59M1.94%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,644 shares; 2025Q2: 11,456 shares; 2025Q3: 11,466 shares; 2025Q4: 11,458 shares 11,458$3.48M1.88%-8Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,169 shares; 2025Q4: 43,800 shares 43,800$3.48M1.87%-2,369Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 198,657 shares; 2025Q2: 198,648 shares; 2025Q3: 199,318 shares; 2025Q4: 195,931 shares 195,931$3.4M1.83%-3,387Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,570 shares; 2025Q2: 28,025 shares; 2025Q3: 28,024 shares; 2025Q4: 28,103 shares 28,103$3.38M1.82%+79Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 84,419 shares; 2025Q2: 83,172 shares; 2025Q3: 82,356 shares; 2025Q4: 77,606 shares 77,606$2.87M1.55%-4,750Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,139 shares; 2025Q2: 19,187 shares; 2025Q3: 19,238 shares; 2025Q4: 19,128 shares 19,128$2.74M1.48%-110Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 58,331 shares; 2025Q2: 58,238 shares; 2025Q3: 57,925 shares; 2025Q4: 54,553 shares 54,553$2.54M1.37%-3,372Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,808 shares; 2025Q2: 50,455 shares; 2025Q3: 50,888 shares; 2025Q4: 49,597 shares 49,597$2.16M1.17%-1,291Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,187 shares; 2025Q2: 4,082 shares; 2025Q3: 4,147 shares; 2025Q4: 4,114 shares 4,114$1.27M0.68%-33Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,817 shares; 2025Q2: 3,445 shares; 2025Q3: 3,457 shares; 2025Q4: 2,369 shares 2,369$1.07M0.57%-1,088Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,575 shares; 2025Q2: 1,500 shares; 2025Q3: 1,748 shares; 2025Q4: 1,752 shares 1,752$847K0.46%+4Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,051 shares; 2025Q2: 10,051 shares; 2025Q3: 10,051 shares; 2025Q4: 9,713 shares 9,713$732K0.39%-338Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,659 shares; 2025Q2: 5,711 shares; 2025Q3: 5,760 shares; 2025Q4: 5,807 shares 5,807$670K0.36%+47Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 753 shares; 2025Q2: 754 shares; 2025Q3: 758 shares; 2025Q4: 758 shares 758$654K0.35%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 988 shares; 2025Q2: 968 shares; 2025Q3: 1,004 shares; 2025Q4: 996 shares 996$651K0.35%-8Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,434 shares; 2025Q2: 5,462 shares; 2025Q3: 5,599 shares; 2025Q4: 5,589 shares 5,589$623K0.34%-10Timeline
HIHILLENBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,047 shares; 2025Q2: 18,248 shares; 2025Q3: 18,399 shares; 2025Q4: 18,530 shares 18,530$588K0.32%+131Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares 2,879$579K0.31%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,561 shares; 2025Q2: 7,404 shares; 2025Q3: 7,333 shares; 2025Q4: 7,185 shares 7,185$482K0.26%-148Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,356 shares 1,356$455K0.25%newTimeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,018 shares; 2025Q2: 3,946 shares; 2025Q3: 3,966 shares; 2025Q4: 3,606 shares 3,606$432K0.23%-360Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,647 shares; 2025Q2: 7,611 shares; 2025Q3: 7,637 shares; 2025Q4: 7,550 shares 7,550$399K0.21%-87Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,142 shares; 2025Q2: 1,148 shares; 2025Q3: 1,153 shares; 2025Q4: 1,158 shares 1,158$390K0.21%+5Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 502 shares; 2025Q2: 491 shares; 2025Q3: 769 shares; 2025Q4: 769 shares 769$387K0.21%0Timeline
SIEGYSIEMENS AG-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares 2,647$370K0.2%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,552 shares; 2025Q2: 15,542 shares; 2025Q3: 15,647 shares; 2025Q4: 15,678 shares 15,678$349K0.19%+31Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares 1,071$337K0.18%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 406 shares; 2025Q2: 372 shares; 2025Q3: 501 shares; 2025Q4: 505 shares 505$333K0.18%+4Timeline
TRXTRX GOLD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 329,133 shares; 2025Q2: not reported; 2025Q3: 329,133 shares; 2025Q4: 329,133 shares 329,133$303K0.16%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,559 shares; 2025Q2: 3,544 shares; 2025Q3: 3,501 shares; 2025Q4: 3,335 shares 3,335$291K0.16%-166Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,861 shares; 2025Q2: 7,881 shares; 2025Q3: 7,902 shares; 2025Q4: 7,643 shares 7,643$282K0.15%-259Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,237 shares; 2025Q4: 2,251 shares 2,251$263K0.14%+14Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,310 shares; 2025Q4: 5,131 shares 5,131$231K0.12%-179Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 263 shares 263$216K0.12%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares 279$210K0.11%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,342 shares; 2025Q2: 4,313 shares; 2025Q3: 4,336 shares; 2025Q4: 4,182 shares 4,182$168K0.09%-154Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ALEALLETE INC53,051$3.52Mshares
BMYBRISTOL-MYERS SQUIBB CO74,435$3.36Mshares
TTDTHE TRADE DESK INC5,240$257Kshares
BABOEING CO1,107$239Kshares
PVHPVH CORPORATION2,644$221Kshares
FACOFIRST ACCEPTANCE CORP56,429$200Kshares
TDOCTELADOC HEALTH INC12,000$92.8Kshares

How Q4 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 0001213900-26-017626 base2026-02-18acceptance time not in the bulk data set