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
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$73940.0%
State Street Spdr Portfolio Mortgage Backed Bond ETF(SPMB)ETF78464A383$740350.0%
West Pharmaceutical Svsc Inc COM(WST)Stock955306105$74220.0%
Aramark COM(ARMK)Stock03852U106$750140.0%
Ferrovial NV ORD SHS(FER)StockN3168P101$757140.0%
Prudential PLC ADR(PUKN)ADR74435K204$767310.0%
The Campbells Company COM(CPB)Stock134429109$773390.0%
Alcon AG ORD SHS(ALC)StockH01301128$777120.0%
Carpenter Technology Corp COM(CRS)Stock144285103$77820.0%
Coreweave Inc COM CL A(CRWV)Stock21873S108$78490.0%
Servicetitan Inc SHS CL A(TTAN)Stock81764X103$789120.0%
Raymond James Finl Inc COM(RJF)Stock754730109$79050.0%
Southstate BK Corp COM(SSB)Stock84472E102$79680.0%
Ishares Global REIT ETF(REET)ETF46434V647$799310.0%
ITT Inc COM(ITT)Stock45073V108$80740.0%
Commercial Metals Co COM(CMC)Stock201723103$807130.0%
Essex Ppty TR Inc COM(ESS)REIT297178105$80830.0%
Pool Corp COM(POOL)Stock73278L105$80950.0%
Berkley W R Corp COM(WRB)Stock084423102$810120.0%
API Group Corp COM STK(APG)Stock00187Y100$811210.0%
Aegon LTD Amer REG 1 Cert(AEG)ADR0076CA104$811940.0%
Wisdomtree Japan Smallcap Dividend Fund(DFJ)ETF97717W836$81270.0%
Cava Group Inc COM(CAVA)Stock148929102$812150.0%
Wisdomtree Emerging Markets Smallcap Dividend Fund(DGS)ETF97717W281$821130.0%
Permian Resources Corp Class A COM(PR)Stock71424F105$824390.0%
Performance Food Group Co COM(PFGC)Stock71377A103$82490.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$83180.0%
Enlight Renewable Energy LTD SHS(ENLT)StockM4056D110$833120.0%
Ftai Aviation LTD SHS(FTAI)StockG3730V105$83550.0%
Expand Energy Corporation COM(EXE)Stock165167735$841100.0%
Akamai Technologies Inc COM(AKAM)Stock00971T101$85180.0%
Ishares Broad USD High Yield Corporate Bond ETF(USHY)ETF46435U853$857240.0%
Ingredion Inc COM(INGR)Stock457187102$86190.0%
State Street Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$86270.0%
Regency Ctrs Corp COM(REG)REIT758849103$863120.0%
Fortive Corp COM(FTV)Stock34959J108$877160.0%
Houlihan Lokey Inc CL A(HLI)Stock441593100$88470.0%
F5 Inc COM(FFIV)Stock315616102$89020.0%
Pilgrims Pride Corp COM(PPC)Stock72147K108$891330.0%
FOX Corp CL B COM(FOX)Stock35137L204$901160.0%
UMB Finl Corp COM(UMBF)Stock902788108$91070.0%
Williams Sonoma Inc COM(WSM)Stock969904101$91240.0%
Packaging Corp Amer COM(PKG)Stock695156109$91740.0%
Wisdomtree U.S. High Yield Corporate Bond Fund(QHY)ETF97717X172$929210.0%
Clean Harbors Inc COM(CLH)Stock184496107$93130.0%
Regal Rexnord Corporation COM(RRX)Stock758750103$93160.0%
Chord Energy Corporation COM New(CHRD)Stock674215207$93870.0%
Veralto Corp COM SHS(VLTO)Stock92338C103$943100.0%
Immunitybio Inc COM(IBRX)Stock45256X103$9441000.0%
Hyatt Hotels Corp COM CL A(H)Stock448579102$95160.0%
PreviousPage 7 of 24Next