Planning Strategies Inc.

Position in HD — Home Depot, Inc.

CIK 2139665 LANCASTER, PA

Position in HD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$13,401

New position

Shares Held

38

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#4,054

of 4,083 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Planning Strategies Inc. holds $21,474 across 3 Home Improvement Retail names. HD ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	38	$13,401
2	LOW	Lowes Companies Inc	35	$7,717
3	FND	Floor & Decor Holdings, Inc.	6	$356

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,401	38	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.