Position in SW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,063
New position
Shares Held
23
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#608
of 635 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Planning Strategies Inc. holds $7,781 across 8 Packaging & Containers names. SW ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
|
60 | $2,286 | |
| 2 | GPK |
Graphic Packaging Holding Co
|
159 | $1,680 | |
| 3 | SW |
Smurfit Westrock plc
This page
|
23 | $1,063 | |
| 4 | PKG |
Packaging Corp Of America
|
4 | $953 | |
| 5 | AMCR |
Amcor plc
|
19 | $823 | |
| 6 | BALL |
BALL Corp
|
9 | $561 | |
| 7 | CCK |
Crown Holdings, Inc.
|
3 | $335 | |
| 8 | REYN |
Reynolds Consumer Products Inc.
|
3 | $80 |
All Filings in SW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063 | 23 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||