Strategic Planning, Inc. 13F Holdings

CIK 0001925220 · Columbus, OH

As of Sep 30, 2025, Strategic Planning, Inc. reported 54 positions worth 72.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology81,887$20.9M12.07%
NVIDIA CORPNVDATechnology86,496 6.1M9.34%
AMAZON.COM INCAMZNEquity63,423 3.9M8.06%
DOW INCDOWBasic Materials511,497 1.7M6.79%
CVS HEALTH CORPCVSHealthcare144,447 0.9M6.30%
FORD MOTOR COFConsumer Cyclical859,443 0.3M5.95%
KRAFT HEINZ CO/THEKHCConsumer Defensive282,926$7.4M4.26%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services34,820$7.0M4.05%
ALTRIA GROUP INCMOEquity79,919$5.3M3.05%
NIKE INCNKEConsumer Cyclical72,552$5.1M2.93%
DOMINION ENERGY INCDUtilities80,042$4.9M2.83%
AMEREN CORPAEEEquity44,698$4.7M2.70%
ALPHABET INCGOOGEquity18,786$4.6M2.65%
UNITED PARCEL SERVICE INCUPSIndustrials46,511$3.9M2.25%
FORTINET INCFTNTTechnology46,169$3.9M2.25%
ALLETE INCALEUtilities53,051$3.5M2.04%
HUNTINGTON BANCSHARES INCHBANFinancial Services199,318$3.4M1.99%
BRISTOL MYERS SQUIBB COBMYHealthcare74,435$3.4M1.94%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical82,356$3.2M1.87%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology11,466$3.2M1.85%
EXXON MOBIL CORPXOMEnergy28,024$3.2M1.83%
PROCTER & GAMBLE COPGConsumer Defensive19,238$3.0M1.71%
GENERAL MILLS INCGISConsumer Defensive57,925$2.9M1.69%
EXELON CORPEXCUtilities50,888$2.3M1.33%
TESLA INCTSLAConsumer Cyclical3,457 .5M0.89%