Strategic Planning, Inc.

CIK

1925220

Location

Columbus, OH

Portfolio Value

Small $191,958,356

Diversification

Diversified

Filing Date

Global Rank

#4,293 / 8,623 ▲ 308 · as of Mar 2026

Top Industry

Internet Retail 12.8%

3Y Alpha vs SPY

+2.9%

Period ended 4 months ago

Filed May 18, 2026 · 2mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+32.0%

SPY

+25.0%

Annualised alpha

+5.6%

Max drawdown

−7.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.

Portfolio Concentration

47 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.5%

−0.7 pts

Top 5

48.3%

−0.4 pts

Top 10

68.3%

+0.4 pts

HHI

635

Diversified−10

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.1%	$61,621,889	9
Consumer Cyclical	20.6%	$39,448,468	5
Basic Materials	11.8%	$22,684,366	3
Consumer Defensive	9.7%	$18,636,638	7
Healthcare	8.8%	$16,860,113	4
Industrials	4.8%	$9,163,365	10
Utilities	4.2%	$8,023,979	3
Communication Services	3.1%	$6,016,369	2
Energy	2.5%	$4,764,392	1
Unclassified	2.1%	$4,113,400	1
Financial Services	0.3%	$625,377	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+52,488	115,509	$24,057,059
MSFT	Microsoft Corp	+30,363	32,115	$11,888,009
F	Ford Motor Co	+27,776	867,340	$10,009,103
NVDA	Nvidia Corp	+3,903	85,461	$14,904,398
KHC	Kraft Heinz Co	+3,159	277,613	$6,243,516
FTNT	Fortinet, Inc.	+3,151	46,951	$3,836,835
CVS	CVS HEALTH Corp	+1,733	146,342	$10,510,282
NVO	Novo Nordisk A S	+1,713	72,366	$2,659,450
NKE	NIKE, Inc.	+1,489	73,364	$3,875,086
MO	Altria Group, Inc.	+1,139	81,214	$5,359,311
TSLA	Tesla, Inc.	+934	3,303	$1,227,890
HPQ	Hp Inc	+195	15,873	$304,920
EXC	Exelon Corp	+100	49,697	$2,436,146
UPS	United Parcel Service Inc	+77	47,167	$4,640,289
GE	General Electric Co	+61	4,175	$1,184,739
SPY	Spdr S&P 500 ETF Trust	+55	6,325	$4,113,400
AEP	American Electric Power Co Inc	+49	5,856	$767,604
META	Meta Platforms, Inc.	+34	539	$308,378
CARR	CARRIER GLOBAL Corp	+28	7,578	$426,717
ARMK	Aramark	+23	7,666	$310,779
GEV	GE Vernova Inc.	+21	1,017	$887,739
WMT	Walmart Inc.	+20	5,609	$697,086
OTIS	Otis Worldwide Corp	+17	3,352	$258,372
BWA	Borgwarner Inc	+17	5,148	$279,330
C	Citigroup Inc	+14	2,265	$256,873
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
DOW	Dow Inc.	−484,744	518,674	$21,602,772
GIS	General Mills Inc	−1,802	52,751	$1,963,392
D	Dominion Energy, Inc	−657	77,972	$4,820,229
AAPL	Apple Inc.	−572	79,986	$20,299,646
PG	PROCTER & GAMBLE Co	−280	18,848	$2,722,405
CTVA	Corteva, Inc.	−162	7,023	$587,895
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−126	11,332	$3,829,649
XOM	ExxonMobil Holdings Corp	−21	28,082	$4,764,392
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	45,328	$5,889,013
VZ	Verizon Communications Inc	113,705	$5,707,991
SNY	Sanofi	72,259	$3,481,438
BA	Boeing Co	1,824	$363,030
Q	Qnity Electronics, Inc.	2,070	$238,836
CAT	Caterpillar Inc	311	$220,331
MRK	Merck & Co., Inc.	1,737	$208,943
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PNC	Pnc Financial Services Group, Inc.	34,491	$7,199,306
AEE	Ameren Corp	42,826	$4,276,604
HBAN	Huntington Bancshares Inc /Md/	195,931	$3,399,402
CMG	Chipotle Mexican Grill Inc	77,606	$2,871,422
MCK	Mckesson Corp	263	$215,736
DD	DuPont de Nemours, Inc.	4,182	$168,116
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $191,958,356 total · filing declares 54 positions · $199,290,204 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	115,509	+52,488	$24,057,059	+65.4%	12.53%
DOW	Dow Inc. Basic Materials	Reduced	518,674	-484,744	$21,602,772	−7.9%	11.25%
AAPL	Apple Inc. Technology	Reduced	79,986	-572	$20,299,646	−7.3%	10.58%
NVDA	Nvidia Corp Technology	Added	85,461	+3,903	$14,904,398	−2.0%	7.76%
MSFT	Microsoft Corp Technology	Added	32,115	+30,363	$11,888,009	+1303.0%	6.19%
CVS	CVS HEALTH Corp Healthcare	Added	146,342	+1,733	$10,510,282	−8.4%	5.48%
F	Ford Motor Co Consumer Cyclical	Added	867,340	+27,776	$10,009,103	−9.1%	5.21%
KHC	Kraft Heinz Co Consumer Defensive	Added	277,613	+3,159	$6,243,516	−6.2%	3.25%
WDAY	Workday, Inc. Technology	NEW	45,328	NEW	$5,889,013	NEW	3.07%
VZ	Verizon Communications Inc Communication Services	NEW	113,705	NEW	$5,707,991	NEW	2.97%
MO	Altria Group, Inc. Consumer Defensive	Added	81,214	+1,139	$5,359,311	+16.1%	2.79%
D	Dominion Energy, Inc Utilities	Reduced	77,972	-657	$4,820,229	+4.6%	2.51%
XOM	ExxonMobil Holdings Corp Energy	Reduced	28,082	-21	$4,764,392	+40.9%	2.48%
UPS	United Parcel Service Inc Industrials	Added	47,167	+77	$4,640,289	−0.7%	2.42%
SPY	Spdr S&P 500 ETF Trust	Added	6,325	+55	$4,113,400	−3.8%	2.14%
NKE	NIKE, Inc. Consumer Cyclical	Added	73,364	+1,489	$3,875,086	−15.4%	2.02%
FTNT	Fortinet, Inc. Technology	Added	46,951	+3,151	$3,836,835	+10.3%	2.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	11,332	-126	$3,829,649	+10.0%	2.00%
SNY	Sanofi Healthcare	NEW	72,259	NEW	$3,481,438	NEW	1.81%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,848	-280	$2,722,405	−0.7%	1.42%
NVO	Novo Nordisk A S Healthcare	Added	72,366	+1,713	$2,659,450	−26.0%	1.39%
EXC	Exelon Corp Utilities	Added	49,697	+100	$2,436,146	+12.7%	1.27%
GIS	General Mills Inc Consumer Defensive	Reduced	52,751	-1,802	$1,963,392	−22.6%	1.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,303	+934	$1,227,890	+15.3%	0.64%
GE	General Electric Co Industrials	Added	4,175	+61	$1,184,739	−6.5%	0.62%
USFD	US Foods Holding Corp. Consumer Defensive	Held	9,713	0	$895,635	+22.4%	0.47%
GEV	GE Vernova Inc. Industrials	Added	1,017	+21	$887,739	+36.4%	0.46%
AEP	American Electric Power Co Inc Utilities	Added	5,856	+49	$767,604	+14.6%	0.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	758	0	$755,293	+15.5%	0.39%
WMT	Walmart Inc. Consumer Defensive	Added	5,609	+20	$697,086	+12.0%	0.36%
CTVA	Corteva, Inc. Basic Materials	Reduced	7,023	-162	$587,895	+22.1%	0.31%
TRX	TRX GOLD Corp Basic Materials	Held	329,133	0	$493,699	+63.0%	0.26%
JCI	Johnson Controls International plc Industrials	Held	3,606	0	$472,205	+9.4%	0.25%
GWRE	Guidewire Software, Inc. Technology	Held	2,879	0	$430,583	−25.6%	0.22%
CARR	CARRIER GLOBAL Corp Industrials	Added	7,578	+28	$426,717	+7.0%	0.22%
GD	General Dynamics Corp Industrials	Added	1,163	+5	$399,164	+2.4%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	769	0	$368,504	−4.7%	0.19%
BA	Boeing Co Industrials	NEW	1,824	NEW	$363,030	NEW	0.19%
ARMK	Aramark Industrials	Added	7,666	+23	$310,779	+10.3%	0.16%
META	Meta Platforms, Inc. Communication Services	Added	539	+34	$308,378	−7.5%	0.16%
HPQ	Hp Inc Technology	Added	15,873	+195	$304,920	−12.7%	0.16%
BWA	Borgwarner Inc Consumer Cyclical	Added	5,148	+17	$279,330	+20.8%	0.15%
OTIS	Otis Worldwide Corp Industrials	Added	3,352	+17	$258,372	−11.3%	0.13%
C	Citigroup Inc Financial Services	Added	2,265	+14	$256,873	−2.2%	0.13%
Q	Qnity Electronics, Inc. Technology	NEW	2,070	NEW	$238,836	NEW	0.12%
CAT	Caterpillar Inc Industrials	NEW	311	NEW	$220,331	NEW	0.11%
MRK	Merck & Co., Inc. Healthcare	NEW	1,737	NEW	$208,943	NEW	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.