IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Planning Strategies Inc.

Q3 2026 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Hormel Foods Corp COM(HRL)Stock440452100$319160.0%
Bunge Global SA COM SHS(BG)StockH11356104$32130.0%
Texas Pacific Land Corporation COM(TPL)Stock88262P102$32610.0%
Bridgebio Pharma Inc COM(BBIO)Stock10806X102$32950.0%
Futu Hldgs LTD Spon ADS CL A(FUTU)ADR36118L106$33230.0%
Applied Indl Technologies Inc COM(AIT)Stock03820C105$33210.0%
Cubesmart COM(CUBE)REIT229663109$33890.0%
Ensign Group Inc COM(ENSG)Stock29358P101$34420.0%
Millicom Intl Cellular S A COM STK(TIGO)StockL6388F110$34940.0%
Hasbro Inc COM(HAS)Stock418056107$35140.0%
Lennox Intl Inc COM(LII)Stock526107107$35510.0%
Ralph Lauren Corp CL A(RL)Stock751212101$35510.0%
State Street Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)ETF78464A375$355110.0%
Guardant Health Inc COM(GH)Stock40131M109$35720.0%
Siteone Landscape Supply Inc COM(SITE)Stock82982L103$36140.0%
Snap on Inc COM(SNA)Stock833034101$36310.0%
Standardaero Inc COM(SARO)Stock85423L103$363170.0%
Pennymac Finl Svcs Inc New COM(PFSI)Stock70932M107$37060.0%
Wisdomtree Yield Enhanced U.S. Short-Term Aggregate Bond Fund(SHAG)ETF97717Y808$37180.0%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$37310.0%
Magnum ICE Cream Co NV ORD SHS(MICC)StockN5505D105$373210.0%
FOX Corp CL A COM(FOXA)Stock35137L105$37660.0%
Gossamer BIO Inc COM(GOSS)Stock38341P201$379320.0%
Advanced Drain SYS Inc del COM(WMS)Stock00790R104$38030.0%
Weyerhaeuser Co COM New(WY)REIT962166104$381200.0%
Lululemon Athletica Inc COM(LULU)Stock550021109$38540.0%
Uipath Inc CL A(PATH)Stock90364P105$385300.0%
Oshkosh Corp COM(OSK)Stock688239201$38630.0%
Alaska AIR Group Inc COM(ALK)Stock011659109$387100.0%
Glacier Bancorp Inc New COM(GBCI)Stock37637Q105$38990.0%
PG&E Corp COM(PCG)Stock69331C108$392320.0%
Spectrum Brands Hldgs Inc New COM(SPB)Stock84790A105$39850.0%
Pearson PLC Sponsored ADR(PSO)ADR705015105$401250.0%
Fresenius Medical Care AG Sponsored ADR(FMS)ADR358029106$403180.0%
Ouster Inc COM New(OUST)Stock68989M202$403100.0%
ICL Group LTD SHS(ICL)StockM53213100$407810.0%
Global Pmts Inc COM(GPN)Stock37940X102$40850.0%
Exelixis Inc COM(EXEL)Stock30161Q104$40970.0%
Unity Software Inc COM(U)Stock91332U101$409100.0%
NNN REIT Inc COM(NNN)REIT637417106$411100.0%
Mosaic Co COM(MOS)Stock61945C103$411190.0%
Upstart Hldgs Inc COM(UPST)Stock91680M107$414180.0%
Core & Main Inc CL A(CNM)Stock21874C102$415100.0%
First Indl Rlty TR Inc COM(FR)REIT32054K103$41770.0%
Hexcel Corp New COM(HXL)Stock428291108$42050.0%
Coeur MNG Inc COM New(CDE)Stock192108504$422240.0%
Crown Hldgs Inc COM(CCK)Stock228368106$42240.0%
KBR Inc COM(KBR)Stock48242W106$422120.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$426350.0%
BXP Inc COM(BXP)REIT101121101$42870.0%
PreviousPage 4 of 24Next