Position in NVDA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,520,783
New position
Shares Held
17,596
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
13.09%
of 13F equity value
Holder Rank
#3,690
of 5,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$100,045
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Planning Strategies Inc. holds $4,412,380 across 21 Semiconductors names. NVDA ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
17,596 | $3,520,783 | |
| 2 | AVGO |
Broadcom Inc.
|
838 | $316,554 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
421 | $244,563 | |
| 4 | MU |
Micron Technology Inc
|
96 | $110,811 | |
| 5 | QCOM |
Qualcomm Inc/De
|
253 | $46,751 | |
| 6 | TXN |
Texas Instruments Inc
|
147 | $43,816 | |
| 7 | INTC |
Intel Corp
|
235 | $32,813 | |
| 8 | HIMX |
Himax Technologies, Inc.
|
1,750 | $26,845 |
All Filings in NVDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,520,783 | 17,596 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $100,045 | 500 | Call | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||