Strategic Planning, Inc.
An institutional investment manager in Columbus, OH. Its Form 13F for the quarter ended Mar 31, 2026, filed May 18, 2026. SEC CIK 1925220.
- Reported value$199.3m
- Positions54
Holdings: 54 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. The manager did not file for the quarter before, so changes are not compared.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Amazon.Com IncAMZN | COMMON STOCK | 023135106 | 23.7 | 11.9% | 115,509 | Not compared | |
| DOW IncDOW | COMMON STOCK | 260557103 | 21.6 | 10.8% | 518,674 | Not compared | |
| Apple IncAAPL | COMMON STOCK | 037833100 | 20.3 | 10.2% | 79,986 | Not compared | |
| Nvidia CorpNVDA | COMMON STOCK | 67066G104 | 14.9 | 7.5% | 85,461 | Not compared | |
| Microsoft CorpMSFT | COMMON STOCK | 594918104 | 11.9 | 6.0% | 32,115 | Not compared | |
| CVS Health CorpCVS | COMMON STOCK | 126650100 | 10.5 | 5.3% | 146,342 | Not compared | |
| Ford MTR Co DelF | COMMON STOCK | 345370860 | 10.0 | 5.0% | 867,340 | Not compared | |
| Kraft Heinz CoKHC | COMMON STOCK | 500754106 | 6.2 | 3.1% | 277,613 | Not compared | |
| Workday Inc Class aWDAY | COMMON STOCK | 98138H101 | 5.9 | 3.0% | 45,328 | Not compared | |
| Verizon Communications IVZ | COMMON STOCK | 92343V104 | 5.7 | 2.9% | 113,705 | Not compared | |
| Altria Group IncMO | COMMON STOCK | 02209S103 | 5.4 | 2.7% | 81,214 | Not compared | |
| Alphabet Inc Class CGOOGL | COMMON STOCK | 02079K107 | 5.3 | 2.7% | 18,487 | Not compared | |
| Dominion Energy IncD | COMMON STOCK | 25746U109 | 4.8 | 2.4% | 77,972 | Not compared | |
| Exxon Mobil Corp | COMMON STOCK | 30231G102 | 4.8 | 2.4% | 28,082 | Not compared | |
| United Parcel SVC Inc Class BUPS | COMMON STOCK | 911312106 | 4.6 | 2.3% | 47,167 | Not compared | |
| State Street SPDR S&P 500 ETF TrustSPY | UIT EXCHANGE TRADED | 78462F103 | 4.1 | 2.1% | 6,325 | Not compared | |
| Nike Inc Class Class BNKE | COMMON STOCK | 654106103 | 3.9 | 1.9% | 73,364 | Not compared | |
| Fortinet IncFTNT | COMMON STOCK | 34959E109 | 3.8 | 1.9% | 46,951 | Not compared | |
| Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord SHSTSM | ADR | 874039100 | 3.8 | 1.9% | 11,332 | Not compared | |
| Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord SHSSNY | ADR | 80105N105 | 3.5 | 1.7% | 72,259 | Not compared | |
| Procter & Gamble CoPG | COMMON STOCK | 742718109 | 2.7 | 1.4% | 18,848 | Not compared | |
| Novo-Nordisk a S Fsponsored Adr 1 Adr Reps 1 Ord SHSNVO | ADR | 670100205 | 2.7 | 1.3% | 72,366 | Not compared | |
| Exelon CorpEXC | COMMON STOCK | 30161N101 | 2.4 | 1.2% | 49,697 | Not compared | |
| General Mills IncGIS | COMMON STOCK | 370334104 | 2.0 | 1.0% | 52,751 | Not compared | |
| Tesla IncTSLA | COMMON STOCK | 88160R101 | 1.2 | 0.6% | 3,303 | Not compared | |
| GE AerospaceGE | COMMON STOCK | 369604301 | 1.2 | 0.6% | 4,175 | Not compared | |
| US Foods HLDG CorpUSFD | COMMON STOCK | 912008109 | 0.9 | 0.4% | 9,713 | Not compared | |
| GE Vernova IncGEV | COMMON STOCK | 36828A101 | 0.9 | 0.4% | 1,017 | Not compared | |
| Ishares Russell 2000 ETF | UIT EXCHANGE TRADED | 464287655 | 0.8 | 0.4% | 3,280 | Not compared | |
| American Elec PWR Co IncAEP | COMMON STOCK | 025537101 | 0.8 | 0.4% | 5,856 | Not compared | |
| Costco WHSL Corp NewCOST | COMMON STOCK | 22160K105 | 0.8 | 0.4% | 758 | Not compared | |
| Walmart IncWMT | COMMON STOCK | 931142103 | 0.7 | 0.3% | 5,609 | Not compared | |
| Corteva IncCTVA | COMMON STOCK | 22052L104 | 0.6 | 0.3% | 7,023 | Not compared | |
| TRX Gold Corp FTRX | COMMON STOCK | 87283P109 | 0.5 | 0.2% | 329,133 | Not compared | |
| Johnson Controls Int F | COMMON STOCK | G51502105 | 0.5 | 0.2% | 3,606 | Not compared | |
| Vanguard Total Stock Market Index Fund ETF Shares | UIT EXCHANGE TRADED | 922908769 | 0.4 | 0.2% | 1,360 | Not compared | |
| Guidewire Software IncGWRE | COMMON STOCK | 40171V100 | 0.4 | 0.2% | 2,879 | Not compared | |
| Carrier Global CorpCARR | COMMON STOCK | 14448C104 | 0.4 | 0.2% | 7,578 | Not compared | |
| General Dynamics CorpGD | COMMON STOCK | 369550108 | 0.4 | 0.2% | 1,163 | Not compared | |
| Berkshire Hathaway Class BBRK-B | COMMON STOCK | 084670702 | 0.4 | 0.2% | 769 | Not compared | |
| Boeing CoBA | COMMON STOCK | 097023105 | 0.4 | 0.2% | 1,824 | Not compared | |
| Siemens a G Fsponsored Adr 1 Adr Reps 0.5 Ord SHS | ADR | 826197501 | 0.3 | 0.2% | 2,647 | Not compared | |
| Vanguard Large-Cap Indexfund ETF Shares | UIT EXCHANGE TRADED | 922908637 | 0.3 | 0.2% | 1,074 | Not compared | |
| AramarkARMK | COMMON STOCK | 03852U106 | 0.3 | 0.2% | 7,666 | Not compared | |
| Meta Platforms Inc Class aMETA | COMMON STOCK | 30303M102 | 0.3 | 0.2% | 539 | Not compared | |
| HP IncHPQ | COMMON STOCK | 40434L105 | 0.3 | 0.2% | 15,873 | Not compared | |
| Ishares Msci Eafe ETF | UIT EXCHANGE TRADED | 464287465 | 0.3 | 0.2% | 3,130 | Not compared | |
| Borgwarner IncBWA | COMMON STOCK | 099724106 | 0.3 | 0.1% | 5,148 | Not compared | |
| Otis Worldwide CorpOTIS | COMMON STOCK | 68902V107 | 0.3 | 0.1% | 3,352 | Not compared | |
| Citigroup IncC | COMMON STOCK | 172967424 | 0.3 | 0.1% | 2,265 | Not compared | |
| Qnity Electronics IncQ | COMMON STOCK | 74743L100 | 0.2 | 0.1% | 2,070 | Not compared | |
| Caterpillar IncCAT | COMMON STOCK | 149123101 | 0.2 | 0.1% | 311 | Not compared | |
| First Accep Corp | COMMON STOCK | 318457108 | 0.2 | 0.1% | 49,429 | Not compared | |
| Merck & Co. Inc.MRK | COMMON STOCK | 58933Y105 | 0.2 | 0.1% | 1,737 | Not compared |
Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-058124 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.