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Planning Strategies Inc.

Q3 2026 Holdings

Filed 2026-10-02 | 1159 holdings | $168.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Dupont de Nemours Inc Common Stock(DD)Stock26614N201$1.4K110.0%
Insulet Corp COM(PODD)Stock45784P101$1.4K110.0%
Oklo Inc COM CL A(OKLO)Stock02156V109$1.4K390.0%
Wisdomtree Emerging Markets Ex-State-Owned Enterprises Fund(XSOE)ETF97717X578$1.5K310.0%
Take-Two Interactive Software COM(TTWO)Stock874054109$1.5K70.0%
Affirm Hldgs Inc COM CL A(AFRM)Stock00827B106$1.5K210.0%
Autoliv Inc COM(ALV)Stock052800109$1.5K130.0%
Dexcom Inc COM(DXCM)Stock252131107$1.5K170.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$1.5K30.0%
Amdocs LTD SHS(DOX)StockG02602103$1.5K260.0%
Corebridge Finl Inc COM(CRBG)Stock21871X109$1.5K450.0%
Flutter Entmt PLC SHS(FLUT)StockG3643J108$1.5K200.0%
Dover Corp COM(DOV)Stock260003108$1.5K80.0%
Emcor Group Inc COM(EME)Stock29084Q100$1.5K20.0%
Jefferies Financial Group Inc COM(JEF)Stock47233W109$1.5K330.0%
Morningstar Inc COM(MORN)Stock617700109$1.5K80.0%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$1.5K50.0%
NRG Energy Inc COM New(NRG)Stock629377508$1.5K160.0%
Coupang Inc CL A(CPNG)Stock22266T109$1.5K1110.0%
Eversource Energy COM(ES)Stock30040W108$1.5K240.0%
State Street Spdr Portfolio S&P 500 High Dividend ETF(SPYD)ETF78468R788$1.5K340.0%
Costar Group Inc COM(CSGP)Stock22160N109$1.6K570.0%
Nomura Hldgs Inc Sponsored ADR(NMR)ADR65535H208$1.6K1620.0%
Southwest Airls Co COM(LUV)Stock844741108$1.6K380.0%
Rubrik Inc. CL A(RBRK)Stock781154109$1.6K140.0%
Nvent Elec PLC SHS(NVT)StockG6700G107$1.6K100.0%
Sharkninja Inc COM SHS(SN)StockG8068L108$1.6K90.0%
Owens Corning New COM(OC)Stock690742101$1.6K140.0%
AON PLC SHS CL A(AON)StockG0403H108$1.7K60.0%
Charter Communications Inc CL A(CHTR)Stock16119P108$1.7K150.0%
Wisdomtree Quantum Computing Fund(WQTM)ETF97717Y295$1.7K520.0%
Dollar GEN Corp COM(DG)Stock256677105$1.7K140.0%
Cullen Frost Bankers Inc COM(CFR)Stock229899109$1.7K110.0%
Axon Enterprise Inc COM(AXON)Stock05464C101$1.7K40.0%
Exelon Corp COM(EXC)Stock30161N101$1.7K420.0%
Wintrust Finl Corp COM(WTFC)Stock97650W108$1.7K120.0%
HP Inc COM(HPQ)Stock40434L105$1.7K550.0%
Atmos Energy Corp COM(ATO)Stock049560105$1.7K110.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$1.7K140.0%
Old Dominion Freight Line Inc COM(ODFL)Stock679580100$1.7K100.0%
XPO Inc COM(XPO)Stock983793100$1.8K100.0%
Solventum Corp COM SHS(SOLV)Stock83444M101$1.8K200.0%
Resmed Inc COM(RMD)Stock761152107$1.8K80.0%
Loews Corp COM(L)Stock540424108$1.8K170.0%
Manhattan Associates Inc COM(MANH)Stock562750109$1.8K90.0%
American Airlines Group Inc COM(AAL)Stock02376R102$1.8K1340.0%
Nisource Inc COM(NI)Stock65473P105$1.8K460.0%
TD Synnex Corporation COM(SNX)Stock87162W100$1.8K70.0%
Solstice Advanced Matls Inc COM SHS(SOLS)Stock83443Q103$1.8K320.0%
Hubbell Inc COM(HUBB)Stock443510607$1.8K40.0%
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