PLANNING ALTERNATIVES LTD /ADV

Position in GGG — Graco Inc

CIK 712011 BIRMINGHAM, MI

Position in GGG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$593,084

-$70,910 QoQ

Shares Held

7,844

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#415

of 728 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $1,851,215 across 4 Specialty Industrial Machinery names. GGG ranks #1 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GGG	Graco Inc This page	7,844	$593,084
2	GEV	GE Vernova Inc.	449	$527,512
3	ITW	Illinois Tool Works Inc	1,808	$489,009
4	ETN	Eaton Corp plc	567	$241,610

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,084	7,844	0.0%	Shares	Sole	2026-08-12
2026-03-31	$663,994	7,844	-4.9%	Shares	Sole	2026-05-07
2025-12-31	$675,760	8,244	-2.3%	Shares	Sole	2026-02-06
2025-09-30	$716,722	8,436	0.0%	Shares	Sole	2025-11-12
2025-06-30	$725,242	8,436	-4.5%	Shares	Sole	2025-08-12
2025-03-31	$737,894	8,836	0.0%	Shares	Sole	2025-05-09
2024-12-31	$744,786	8,836	0.0%	Shares	Sole	2025-02-06
2024-09-30	$773,238	8,836	0.0%	Shares	Sole	2024-11-12
2024-06-30	$700,518	8,836	0.0%	Shares	Sole	2024-07-25
2024-03-31	$825,812	8,836	-20.3%	Shares	Sole	2024-04-17
2023-12-31	$961,821	11,086	0.0%	Shares	Sole	2024-01-23
2023-09-30	$807,947	11,086	-3.1%	Shares	Sole	2023-10-17
2023-06-30	$987,498	11,436	-1.5%	Shares	Sole	2023-07-18
2023-03-31	$848,084	11,616	-14.7%	Shares	Sole	2023-05-04
2022-12-31	$915,812	13,616	-1.4%	Shares	Sole	2023-01-19
2022-09-30	$827,669	13,806	-10.1%	Shares	Sole	2022-10-12
2022-06-30	$912,299	15,356	-0.6%	Shares	Sole	2022-07-20
2022-03-31	$1,076,895	15,446	-1.9%	Shares	Sole	2022-04-28
2021-12-31	$1,269,442	15,746	-1.3%	Shares	Sole	2022-01-25
2021-09-30	$1,116,441	15,956	-2.4%	Shares	Sole	2021-11-10
2021-06-30	$1,237,695	16,350	0.0%	Shares	Sole	2021-07-15
2021-03-31	$1,170,987	16,350	-4.9%	Shares	Sole	2021-04-14
2020-12-31	$1,243,696	17,190	+8.5%	Shares	Sole	2021-01-29
2020-09-30	$972,397	15,850	0.0%	Shares	Sole	2020-10-14
2020-06-30	$760,641	15,850	0.0%	Shares	Sole	2020-07-24
2020-03-31	$772,370	15,850	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.