Planning Strategies Inc.

Position in SFM — Sprouts Farmers Market, Inc.

CIK 2139665 LANCASTER, PA

Position in SFM

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

Position Value

$845

New position

Shares Held

10

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#612

of 637 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Planning Strategies Inc. holds $2,593 across 3 Grocery Stores names. SFM ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KR	Kroger Co	22	$1,221
2	SFM	Sprouts Farmers Market, Inc. This page	10	$845
3	ACI	Albertsons Companies, Inc.	39	$527

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$845	10	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.