Strategic Planning, Inc.

Est. AUM

$199.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON.COM INC	COMMON STOCK	$23.7M	115509	11.88%	SOLE
2	DOW INC	COMMON STOCK	$21.6M	518674	10.84%	SOLE
3	APPLE INC	COMMON STOCK	$20.3M	79986	10.19%	SOLE
4	NVIDIA CORP	COMMON STOCK	$14.9M	85461	7.48%	SOLE
5	MICROSOFT CORP	COMMON STOCK	$11.9M	32115	5.97%	SOLE
6	CVS HEALTH CORP	COMMON STOCK	$10.5M	146342	5.27%	SOLE
7	FORD MTR CO DEL	COMMON STOCK	$10.0M	867340	5.02%	SOLE
8	KRAFT HEINZ CO	COMMON STOCK	$6.2M	277613	3.13%	SOLE
9	WORKDAY INC CLASS A	COMMON STOCK	$5.9M	45328	2.96%	SOLE
10	VERIZON COMMUNICATIONS I	COMMON STOCK	$5.7M	113705	2.86%	SOLE
11	ALTRIA GROUP INC	COMMON STOCK	$5.4M	81214	2.69%	SOLE
12	ALPHABET INC CLASS C	COMMON STOCK	$5.3M	18487	2.66%	SOLE
13	DOMINION ENERGY INC	COMMON STOCK	$4.8M	77972	2.42%	SOLE
14	EXXON MOBIL CORP	COMMON STOCK	$4.8M	28082	2.39%	SOLE
15	UNITED PARCEL SVC INC CLASS B	COMMON STOCK	$4.6M	47167	2.33%	SOLE
16	STATE STREET SPDR S&P 500 ETF TRUST	UIT EXCHANGE TRADED	$4.1M	6325	2.06%	SOLE
17	NIKE INC CLASS CLASS B	COMMON STOCK	$3.9M	73364	1.94%	SOLE
18	FORTINET INC	COMMON STOCK	$3.8M	46951	1.93%	SOLE
19	TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS	ADR	$3.8M	11332	1.92%	SOLE
20	SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS	ADR	$3.5M	72259	1.75%	SOLE
21	PROCTER & GAMBLE CO	COMMON STOCK	$2.7M	18848	1.37%	SOLE
22	NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS	ADR	$2.7M	72366	1.33%	SOLE
23	EXELON CORP	COMMON STOCK	$2.4M	49697	1.22%	SOLE
24	GENERAL MILLS INC	COMMON STOCK	$2.0M	52751	0.99%	SOLE
25	TESLA INC	COMMON STOCK	$1.2M	3303	0.62%	SOLE
26	GE AEROSPACE	COMMON STOCK	$1.2M	4175	0.59%	SOLE
27	US FOODS HLDG CORP	COMMON STOCK	$896K	9713	0.45%	SOLE
28	GE VERNOVA INC	COMMON STOCK	$888K	1017	0.45%	SOLE
29	ISHARES RUSSELL 2000 ETF	UIT EXCHANGE TRADED	$813K	3280	0.41%	SOLE
30	AMERICAN ELEC PWR CO INC	COMMON STOCK	$768K	5856	0.39%	SOLE
31	COSTCO WHSL CORP NEW	COMMON STOCK	$755K	758	0.38%	SOLE
32	WALMART INC	COMMON STOCK	$697K	5609	0.35%	SOLE
33	CORTEVA INC	COMMON STOCK	$588K	7023	0.30%	SOLE
34	TRX GOLD CORP F	COMMON STOCK	$494K	329133	0.25%	SOLE
35	JOHNSON CONTROLS INT F	COMMON STOCK	$472K	3606	0.24%	SOLE
36	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$436K	1360	0.22%	SOLE
37	GUIDEWIRE SOFTWARE INC	COMMON STOCK	$431K	2879	0.22%	SOLE
38	CARRIER GLOBAL CORP	COMMON STOCK	$427K	7578	0.21%	SOLE
39	GENERAL DYNAMICS CORP	COMMON STOCK	$399K	1163	0.20%	SOLE
40	BERKSHIRE HATHAWAY CLASS B	COMMON STOCK	$369K	769	0.19%	SOLE
41	BOEING CO	COMMON STOCK	$363K	1824	0.18%	SOLE
42	SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS	ADR	$323K	2647	0.16%	SOLE
43	VANGUARD LARGE-CAP INDEXFUND ETF SHARES	UIT EXCHANGE TRADED	$321K	1074	0.16%	SOLE
44	ARAMARK	COMMON STOCK	$311K	7666	0.16%	SOLE
45	META PLATFORMS INC CLASS A	COMMON STOCK	$309K	539	0.16%	SOLE
46	HP INC	COMMON STOCK	$305K	15873	0.15%	SOLE
47	ISHARES MSCI EAFE ETF	UIT EXCHANGE TRADED	$304K	3130	0.15%	SOLE
48	BORGWARNER INC	COMMON STOCK	$279K	5148	0.14%	SOLE
49	OTIS WORLDWIDE CORP	COMMON STOCK	$258K	3352	0.13%	SOLE
50	CITIGROUP INC	COMMON STOCK	$257K	2265	0.13%	SOLE

1–50 of 54

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.