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Portfolio (Quarterly) Guide ↗

Planning Strategies Inc.

· CIK 0002139665
13F Portfolio $160M AUM 1,069 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1068 New
Page 15 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 52.0 $14K 0.01% NEW $271.94 -37.3%
282 VGK VANGUARD FTSE EUROPE ETF 158.0 $14K 0.01% NEW $88.54 +3.6%
283 ABT ABBOTT LABORATORIES COM Healthcare 154.0 $14K 0.01% NEW $90.74 +19.4%
284 DE DEERE & CO COM Industrials 22.0 $14K 0.01% NEW $634.32 +9.3%
285 NOW SERVICENOW INC COM Technology 140.0 $14K 0.01% NEW $99.28 +42.3%
286 NSC NORFOLK SOUTHN CORP COM Industrials 44.0 $14K 0.01% NEW $314.59 +4.7%
287 CPRJ CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY 500.0 $14K 0.01% NEW $27.67 +0.1%
288 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 92.0 $13K 0.01% NEW $145.86 +2.3%
289 HD HOME DEPOT INC COM Consumer Cyclical 38.0 $13K 0.01% NEW $352.68 -9.0%
290 CLX CLOROX CO DEL COM Consumer Defensive 140.0 $13K 0.01% NEW $95.44 -2.5%
291 JETS U.S. GLOBAL JETS ETF 400.0 $13K 0.01% NEW $33.22 -13.3%
292 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 239.0 $13K 0.01% NEW $55.57 +0.8%
293 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 104.0 $13K 0.01% NEW $123.44 -5.1%
294 CNR CORE NATURAL RESOURCES INC COM SHS Energy 160.0 $13K 0.01% NEW $80.02 +24.5%
295 UBER UBER TECHNOLOGIES INC COM Technology 177.0 $13K 0.01% NEW $72.16 +5.0%
296 SMR NUSCALE PWR CORP CL A COM Utilities 1,250.0 $13K 0.01% NEW $10.03 -3.3%
297 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 25.0 $13K 0.01% NEW $501.36 +22.4%
298 ACVU HARTFORD ALPHA CAPTURE VALUE ETF 400.0 $12K 0.01% NEW $31.21 +3.2%
299 IJR ISHARES CORE S&P SMALL CAP ETF 84.0 $12K 0.01% NEW $148.31 -2.0%
300 YORW YORK WTR CO COM Utilities 401.0 $12K 0.01% NEW $30.65 +11.1%
Page 15 of 54  ·  1,068 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 50.2%
Financial Services 12.0%
Consumer Cyclical 6.1%
Industrials 6.0%
Healthcare 5.7%
Communication Services 5.5%
Consumer Defensive 3.8%
Utilities 3.6%
Energy 3.3%
Real Estate 2.4%