Planned Solutions, Inc.
Top Portfolio Positions
82 positions ·
$62,804,015 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
21,400 | $12,351,652 | 19.67% | |
| AAPL |
Apple Inc.
Technology
|
19,761 | $5,015,144 | 7.99% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
18,105 | $4,712,550 | 7.50% | |
| NVDA |
Nvidia Corp
Technology
|
19,522 | $3,404,636 | 5.42% | |
| ESTC |
Elastic N.V.
Technology
|
44,870 | $2,243,051 | 3.57% | |
| MSFT |
Microsoft Corp
Technology
|
5,353 | $1,981,520 | 3.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,860 | $1,710,772 | 2.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,034 | $1,163,712 | 1.85% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,099 | $1,001,959 | 1.60% | |
| CAT |
Caterpillar Inc
Industrials
|
1,362 | $964,922 | 1.54% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ESTC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,243,051 | 44,870 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,384,992 | 44,870 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,791,066 | 44,870 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,783,887 | 44,870 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,997,917 | 44,870 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,317,128 | 53,665 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,201,842 | 54,740 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,235,433 | 54,740 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,487,137 | 54,740 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,169,198 | 54,740 | Shares | Sole | 2024-01-18 | |
| No 13F history on record for this holder in this stock. | ||||||