Planning Strategies Inc.

Position in TOL — Toll Brothers, Inc.

CIK 2139665 LANCASTER, PA

Position in TOL

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

Position Value

$1,812

New position

Shares Held

11

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#761

of 797 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 $7,701 across 5 Residential Construction names. TOL ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	22	$3,583
2	TOL	Toll Brothers, Inc. This page	11	$1,812
3	PHM	Pultegroup Inc/Mi/	10	$1,372
4	TMHC	Taylor Morrison Home Corp	8	$573
5	LEN	Lennar Corp /New/	4	$361

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,812	11	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.