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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
Humana Inc COM(HUM)Stock444859102$3.4K90.0%
Jabil Inc COM(JBL)Stock466313103$3.4K120.0%
Roblox Corp CL A(RBLX)Stock771049103$3.5K830.0%
ON Semiconductor Corp COM(ON)Stock682189105$3.5K460.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$3.5K190.0%
Deutsche BK AG Namen AKTStockD18190898$3.6K990.0%
Monster Beverage Corp New COM(MNST)Stock61174X109$3.6K870.0%
Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund(AGGY)ETF97717X511$3.6K880.0%
EOG RES Inc COM(EOG)Stock26875P101$3.7K270.0%
Natwest Group PLC Spons ADR(NWG)ADR639057207$3.7K2050.0%
Live Nation Entertainment Inc COM(LYV)Stock538034109$3.7K220.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$3.7K420.0%
T-Mobile US Inc COM(TMUS)Stock872590104$3.8K230.0%
Boston Scientific Corp COM(BSX)Stock101137107$3.8K860.0%
Corteva Inc COM(CTVA)Stock22052L104$3.8K490.0%
The Cigna Group COM(CI)Stock125523100$3.8K140.0%
Parker-Hannifin Corp COM(PH)Stock701094104$3.8K40.0%
HCA Healthcare Inc COM(HCA)Stock40412C101$3.8K90.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$3.9K150.0%
Public SVC Enterprise Group COM(PEG)Stock744573106$3.9K580.0%
Fiserv Inc COM(FISV)Stock337738108$3.9K870.0%
Atlassian Corporation CL A(TEAM)Stock049468101$3.9K220.0%
Centene Corp del COM(CNC)Stock15135B101$4.0K640.0%
Viking Holdings LTD ORD SHS(VIK)StockG93A5A101$4.0K510.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$4.0K140.0%
Keysight Technologies Inc COM(KEYS)Stock49338L103$4.0K110.0%
Vistra Corp COM(VST)Stock92840M102$4.0K290.0%
Motorola Solutions Inc COM New(MSI)Stock620076307$4.0K90.0%
NXP Semiconductors N V COM(NXPI)StockN6596X109$4.0K170.0%
Doordash Inc CL A(DASH)Stock25809K105$4.0K220.0%
Viatris Inc COM(VTRS)Stock92556V106$4.1K2320.0%
Zoetis Inc CL A(ZTS)Stock98978V103$4.1K590.0%
Agilent Technologies Inc COM(A)Stock00846U101$4.1K240.0%
CRH PLC ORD(CRH)StockG25508105$4.1K500.0%
British Amern TOB PLC Sponsored ADR(BMTA)ADR110448107$4.4K800.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$4.4K2000.0%
Brown & Brown Inc COM(BRO)Stock115236101$4.4K720.0%
General Mtrs Co COM(GM)Stock37045V100$4.4K570.0%
Ecolab Inc COM(ECL)Stock278865100$4.4K160.0%
Fastenal Co COM(FAST)Stock311900104$4.4K890.0%
Simon Ppty Group Inc New COM(SPG)REIT828806109$4.4K220.0%
Lowes COS Inc COM(LOW)Stock548661107$4.4K240.0%
Sanofi SA Sponsored ADR(SNY)ADR80105N105$4.5K1100.0%
Moodys Corp COM(MCO)Stock615369105$4.5K100.0%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$4.6K60.0%
Fedex Corp COM(FDX)Stock31428X106$4.6K160.0%
Aflac Inc COM(AFL)Stock001055102$4.6K410.0%
Travelers Companies Inc COM(TRV)Stock89417E109$4.6K130.0%
Applovin Corp COM CL A(APP)Stock03831W108$4.6K160.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$4.7K730.0%
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