PLANNING DIRECTIONS INC

CIK

821103

Location

GLEN MILLS, PA

Portfolio Value

Micro $28,801,872

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,086 / 8,232 ▲ 224

Top Industry

Consumer Electronics 38.3%

3Y Alpha vs SPY

-4.8%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+56.0%

SPY

+76.3%

Annualised alpha

-4.8%

Max drawdown

−25.3%

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

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

Top Position

37.8%

−2.1 pts

Top 5

60.4%

−2.3 pts

Top 10

72.4%

−1.5 pts

HHI

1,634

Moderately concentrated−167

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	62.5%	$17,998,769	9
Consumer Cyclical	8.2%	$2,349,581	4
Financial Services	6.3%	$1,820,146	5
Consumer Defensive	5.4%	$1,542,047	4
Industrials	5.2%	$1,491,103	5
Utilities	4.2%	$1,213,708	3
Energy	2.5%	$711,893	1
Healthcare	2.1%	$607,641	3
Communication Services	1.7%	$484,538	1
Unclassified	1.4%	$407,112	1
Real Estate	0.6%	$175,334	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
AGNC	AGNC Investment Corp.	+5,012	17,481	$175,334
MSFT	Microsoft Corp	+566	3,451	$1,277,456
PLTR	Palantir Technologies Inc.	+428	1,903	$278,370
NVDA	Nvidia Corp	+363	15,844	$2,763,193
WSFS	Wsfs Financial Corp	+330	6,525	$427,126
WMT	Walmart Inc.	+310	5,897	$732,879
CEG	Constellation Energy Corp	+274	2,547	$711,249
AAPL	Apple Inc.	+232	42,845	$10,873,632
BRK-B	Berkshire Hathaway Inc	+220	744	$356,524
COIN	Coinbase Global, Inc.	+100	3,528	$616,024
COHR	Coherent Corp.	+100	2,900	$690,809
PEP	Pepsico Inc	+25	1,612	$250,327
NEE	Nextera Energy Inc	+18	3,077	$285,791
DELL	Dell Technologies Inc.	+10	2,448	$401,790
IBM	International Business Machines Corp	+6	1,056	$255,963
LOW	Lowes Companies Inc	+5	1,196	$282,590
NSC	Norfolk Southern Corp	+4	903	$259,161
JPM	Jpmorgan Chase & Co	+3	708	$208,265
AMAT	Applied Materials Inc /De	+3	3,256	$1,112,868
DE	Deere & Co	+2	716	$403,322
CAT	Caterpillar Inc	+1	472	$334,393
COST	Costco Wholesale Corp /New	+1	335	$333,804
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	−105	844	$277,583
AMZN	Amazon Com Inc	−61	6,528	$1,359,586
PG	PROCTER & GAMBLE Co	−50	1,558	$225,037
GOOGL	Alphabet Inc.	−50	1,685	$484,538
SPY	Spdr S&P 500 ETF Trust	−36	626	$407,112
MCD	Mcdonalds Corp	−24	1,383	$429,822
PANW	Palo Alto Networks Inc	−20	2,150	$344,688
XOM	Exxon Mobil Corp	−8	4,196	$711,893
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
EXC	Exelon Corp	4,420	$216,668
JNJ	Johnson & Johnson	850	$207,774
LOAR	Loar Holdings Inc.	3,572	$204,639
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	362	$238,952
BX	Blackstone Inc.	1,382	$213,021
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 positions · $28,801,872 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	42,845	+232	$10,873,632	−6.1%	37.75%
NVDA	Nvidia Corp Technology	Added	15,844	+363	$2,763,193	−4.3%	9.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,528	-61	$1,359,586	−10.6%	4.72%
MSFT	Microsoft Corp Technology	Added	3,451	+566	$1,277,456	−8.4%	4.44%
AMAT	Applied Materials Inc /De Technology	Added	3,256	+3	$1,112,868	+33.1%	3.86%
WMT	Walmart Inc. Consumer Defensive	Added	5,897	+310	$732,879	+17.7%	2.54%
XOM	Exxon Mobil Corp Energy	Reduced	4,196	-8	$711,893	+40.7%	2.47%
CEG	Constellation Energy Corp Utilities	Added	2,547	+274	$711,249	−11.4%	2.47%
COHR	Coherent Corp. Technology	Added	2,900	+100	$690,809	+33.7%	2.40%
COIN	Coinbase Global, Inc. Financial Services	Added	3,528	+100	$616,024	−20.5%	2.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,685	-50	$484,538	−10.8%	1.68%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,383	-24	$429,822	−0.0%	1.49%
WSFS	Wsfs Financial Corp Financial Services	Added	6,525	+330	$427,126	+24.8%	1.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	626	-36	$407,112	−9.8%	1.41%
DE	Deere & Co Industrials	Added	716	+2	$403,322	+21.3%	1.40%
DELL	Dell Technologies Inc. Technology	Added	2,448	+10	$401,790	+30.9%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	744	+220	$356,524	+35.4%	1.24%
PANW	Palo Alto Networks Inc Technology	Reduced	2,150	-20	$344,688	−13.8%	1.20%
CAT	Caterpillar Inc Industrials	Added	472	+1	$334,393	+23.9%	1.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	335	+1	$333,804	+15.9%	1.16%
BA	Boeing Co Industrials	Held	1,455	0	$289,588	−8.3%	1.01%
NEE	Nextera Energy Inc Utilities	Added	3,077	+18	$285,791	+16.4%	0.99%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,196	+5	$282,590	−1.6%	0.98%
PLTR	Palantir Technologies Inc. Technology	Added	1,903	+428	$278,370	+6.2%	0.97%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	844	-105	$277,583	−15.0%	0.96%
HCA	HCA Healthcare, Inc. Healthcare	Held	558	0	$264,067	+1.4%	0.92%
NSC	Norfolk Southern Corp Industrials	Added	903	+4	$259,161	−0.2%	0.90%
IBM	International Business Machines Corp Technology	Added	1,056	+6	$255,963	−17.7%	0.89%
PEP	Pepsico Inc Consumer Defensive	Added	1,612	+25	$250,327	+9.9%	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,558	-50	$225,037	−2.3%	0.78%
EXC	Exelon Corp Utilities	NEW	4,420	NEW	$216,668	NEW	0.75%
ACNB	Acnb Corp Financial Services	Held	4,433	0	$212,207	−1.0%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	708	+3	$208,265	−8.3%	0.72%
JNJ	Johnson & Johnson Healthcare	NEW	850	NEW	$207,774	NEW	0.72%
LOAR	Loar Holdings Inc. Industrials	NEW	3,572	NEW	$204,639	NEW	0.71%
AGNC	AGNC Investment Corp. Real Estate	Added	17,481	+5,012	$175,334	+31.2%	0.61%
CRMD	CorMedix Inc. Healthcare	Held	20,000	0	$135,800	−41.6%	0.47%