Plancorp, LLC
Top Portfolio Positions
237 positions ·
$410,197,010 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EMR |
Emerson Electric Co
Industrials
|
271,981 | $35,634,950 | 8.69% | |
| AAPL |
Apple Inc.
Technology
|
118,161 | $29,988,080 | 7.31% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
5,059 | $21,300,007 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
33,932 | $12,560,608 | 3.06% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
60,570 | $12,294,498 | 3.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
17,402 | $11,317,216 | 2.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,401 | $10,486,297 | 2.56% | |
| B |
Barrick Mining Corp
Basic Materials
|
235,802 | $9,618,363 | 2.34% | |
| NVDA |
Nvidia Corp
Technology
|
52,875 | $9,221,400 | 2.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,136 | $8,983,934 | 2.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HMY
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,195,557 | 468,156 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,588,834 | 481,851 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,745,595 | 481,851 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,731,458 | 481,851 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,914,664 | 468,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,843,560 | 468,156 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,761,146 | 468,156 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,292,990 | 468,156 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,824,834 | 468,156 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,879,159 | 468,156 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,760,266 | 468,156 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,966,255 | 468,156 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,183,020 | 532,444 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,810,309 | 532,444 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,293,838 | 532,444 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,904,357 | 608,421 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,059,291 | 608,209 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,499,738 | 608,209 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,915,858 | 608,209 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $646,852 | 173,419 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $330,335 | 75,765 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $354,580 | 75,765 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $259,863 | 49,310 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||