Strategic Planning, Inc.

CIK

1925220

Location

Columbus, OH

Portfolio Value

Micro $16,860,113

Diversification

Diversified

Filing Date

Global Rank

#3,952 / 8,232 ▲ 420

Top Industry

Internet Retail 12.8%

3Y Alpha vs SPY

+2.2%

Period ended 2 months ago

Filed May 18, 2026 · 26d

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.8%

SPY

+27.1%

Annualised alpha

+2.5%

Max drawdown

−6.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 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	Exxon Mobil 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

4 positions · $16,860,113 total · Healthcare only · 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
CVS	CVS HEALTH Corp Healthcare	Added	146,342	+1,733	$10,510,282	−8.4%	62.34%
SNY	Sanofi Healthcare	NEW	72,259	NEW	$3,481,438	NEW	20.65%
NVO	Novo Nordisk A S Healthcare	Added	72,366	+1,713	$2,659,450	−26.0%	15.77%
MRK	Merck & Co., Inc. Healthcare	NEW	1,737	NEW	$208,943	NEW	1.24%