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Portfolio (Quarterly) Guide ↗

PLANNING DIRECTIONS INC

· CIK 0000821103
13F Portfolio $198M AUM 106 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 42 Added 33 Reduced 4 Exited
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JPM JPMORGAN CHASE & CO Financial Services 708.0 $208K 0.10% $294.26 +1.6%
102 JNJ JOHNSON & JOHNSON Healthcare 850.0 $208K 0.10% NEW $244.42 -5.0%
103 LOAR LOAR HOLDINGS INC Industrials 3,572.0 $205K 0.10% NEW $57.29 +8.4%
104 AGNC AGNC INVT CORP Real Estate 17,481.0 $175K 0.09% +5K +40.2% $10.03 +5.0%
105 CRMD CORMEDIX INC Healthcare 20,000.0 $136K 0.07% $6.79 +24.9%
106 CAPITAL SOUTHWEST CORP 50,000.0 $51K 0.03% $1.03
Page 6 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 63.3%
Consumer Cyclical 8.3%
Financial Services 6.6%
Consumer Defensive 5.4%
Industrials 5.2%
Utilities 4.3%
Energy 2.5%
Healthcare 2.1%
Communication Services 1.7%
Real Estate 0.6%