Institutional Fund
Strategic Planning, Inc.
Columbus, OHCIK 19252205 filings on record
Portfolio Value
$199.29M
Q1 2026
Holdings
54
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+7.4%
from $185.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc11.9%
- Dow Inc10.8%
- Apple Inc10.2%
- Nvidia Corporation7.5%
- Microsoft Corp6.0%
- Cvs Health Corp5.3%
- Other48.4%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 115.5K | $23.67M | 11.9% | +52.5K | Added |
| 2 | Dow Inc | 518.7K | $21.60M | 10.8% | −484.7K | Reduced |
| 3 | Apple Inc | 80.0K | $20.30M | 10.2% | −572 | Reduced |
| 4 | Nvidia Corporation | 85.5K | $14.90M | 7.5% | +3.9K | Added |
| 5 | Microsoft Corp | 32.1K | $11.89M | 6.0% | +30.4K | Added |
| 6 | Cvs Health Corp | 146.3K | $10.51M | 5.3% | +1.7K | Added |
| 7 | Ford Mtr Co | 867.3K | $10.01M | 5.0% | +27.8K | Added |
| 8 | Kraft Heinz Co | 277.6K | $6.24M | 3.1% | +3.2K | Added |
| 9 | Workday Inc | 45.3K | $5.89M | 3.0% | +45.3K | New |
| 10 | Verizon Communications Inc | 113.7K | $5.71M | 2.9% | +113.7K | New |
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