Strategic Planning, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 14, 2025), Strategic Planning, Inc. reported 57 stock positions worth $177.3 million. Its top holding was Apple (AAPL) at 10.3% of the portfolio, followed by Amazon.com (AMZN, 6.9%) and CVS Health (CVS, 5.6%).
- Most Recent 13F
- Q1 2026
- Location
- Columbus, OH
- CIK
- 0001925220
- Portfolio Value
- $177.3M (Q1 2025)
- SEC Filing
- 0001213900-25-063531 ↗ filed Jul 14, 2025
Holdings Value
Holdings 57 stocks · $177.3M
| AAPL Apple Inc. | 10.34% | 82,547 | $18.3M | — |
| AMZN Amazon.com Inc. | 6.94% | 64,702 | $12.3M | — |
| CVS CVS Health Corp. | 5.56% | 145,437 | $9.9M | — |
| NVDA Nvidia Corp. | 5.30% | 86,703 | $9.4M | — |
| KHC The Kraft Heinz Co. | 4.86% | 283,368 | $8.6M | — |
| F Ford Motor Co. filed as FORD MTR CO | 4.79% | 846,650 | $8.5M | — |
| DOW Dow Inc. | 4.71% | 239,222 | $8.4M | — |
| COP Conocophillips | 3.99% | 67,374 | $7.1M | — |
| PNC PNC Financial Services Group | 3.53% | 35,558 | $6.2M | — |
| TGT Target Corp. | 3.38% | 57,337 | $6.0M | — |
| MO Altria Group Inc. | 2.72% | 80,279 | $4.8M | — |
| NKE Nike Inc. Class B | 2.64% | 73,592 | $4.7M | — |
| D Dominion Energy Inc. | 2.61% | 82,665 | $4.6M | — |
| BMY Bristol-Myers Squibb Co. | 2.60% | 75,458 | $4.6M | — |
| AEE Ameren Corporation | 2.56% | 45,217 | $4.5M | — |
| CMG Chipotle Mexican Grill Inc. | 2.39% | 84,419 | $4.2M | — |
| JPM JPMorgan Chase & Co. | 2.38% | 17,204 | $4.2M | — |
| WHR Whirlpool Corp. | 2.08% | 40,967 | $3.7M | — |
| ALE Allete Inc. | 2.04% | 55,148 | $3.6M | — |
| GIS General Mills Inc. | 1.97% | 58,331 | $3.5M | — |
| XOM Exxon Mobil Corp. | 1.92% | 28,570 | $3.4M | — |
| PFE Pfizer Inc. | 1.91% | 133,345 | $3.4M | — |
| PG The Procter & Gamble Co. | 1.84% | 19,139 | $3.3M | — |
| INTC Intel Corp. | 1.82% | 142,176 | $3.2M | — |
| HBAN Huntington Bancshares Inc. | 1.68% | 198,657 | $3.0M | — |
| GOOG Alphabet Inc. Class C | 1.68% | 19,075 | $3.0M | — |
| KSS Kohls Corp. | 1.54% | 333,384 | $2.7M | — |
| HE Hawaiian Electric Inds | 1.53% | 247,909 | $2.7M | — |
| EXC Exelon Corp. | 1.35% | 51,808 | $2.4M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.09% | 11,644 | $1.9M | — |
| GE General Electric filed as GE AEROSPACE | 0.47% | 4,187 | $838K | — |
| TSLA Tesla Inc. | 0.41% | 2,817 | $730K | — |
| COST Costco Wholesale Corp. | 0.40% | 753 | $712K | — |
| USFD US Foods Holding Corp. | 0.37% | 10,051 | $658K | — |
| AEP American Electric Power | 0.35% | 5,659 | $618K | — |
| MSFT Microsoft Corp. | 0.33% | 1,575 | $591K | — |
| GWRE Guidewire Software Inc. | 0.30% | 2,879 | $539K | — |
| CARR Carrier Global Corp. | 0.27% | 7,647 | $485K | — |
| WMT Walmart Inc. | 0.27% | 5,434 | $477K | — |
| CTVA Corteva Inc. | 0.27% | 7,561 | $476K | — |
| HI Hillenbrand Inc. | 0.25% | 18,047 | $436K | — |
| HPQ HP Inc. | 0.24% | 15,552 | $431K | — |
| OTIS Otis Worldwide Corp. | 0.21% | 3,559 | $367K | — |
| DD Dupont DE Nemours Inc. | 0.18% | 4,342 | $324K | — |
| JCI Johnson Controls Internation | 0.18% | 4,018 | $322K | — |
| BA The Boeing Co. | 0.18% | 1,856 | $317K | — |
| GD General Dynamics Corp. | 0.18% | 1,142 | $311K | — |
| GEV GE Vernova Inc. | 0.17% | 988 | $302K | — |
| SIEGY Siemens AG-Spons ADR | 0.16% | 2,522 | $291K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.15% | 1,062 | $273K | — |
| ARMK Aramark | 0.15% | 7,861 | $271K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.15% | 8,052 | $268K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 502 | $267K | — |
| FACO First Acceptance Corp. | 0.14% | 64,929 | $243K | — |
| META Meta Platforms Inc. Class A | 0.13% | 406 | $234K | — |
| VSAT Viasat Inc. | 0.10% | 17,225 | $179K | — |
| TRX TRX Gold Corp. | 0.06% | 329,133 | $102K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.