Institutional Manager · CIK 0001925220
Strategic Planning, Inc.
Columbus, OH · File #028-25653
Latest AUM
$185.6M
Positions
53
Top-10 Concentration
63.4%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 80,558 | $21.9M | 11.84% |
| 2 | NVIDIA CORP | NVDA | 81,558 | $15.2M | 8.22% |
| 3 | AMAZON.COM INC | AMZN | 63,021 | $14.5M | 7.86% |
| 4 | DOW INC | DOW | 503,925 | $11.8M | 6.37% |
| 5 | CVS HEALTH CORP | CVS | 144,609 | $11.5M | 6.20% |
| 6 | DOW INC | DOW | 499,493 | $11.5M | 6.19% |
| 7 | FORD MTR CO DEL | 345370860 | 839,564 | $11.0M | 5.95% |
| 8 | PNC FINL SERVICES | 693475105 | 34,491 | $7.2M | 3.89% |
| 9 | KRAFT HEINZ CO | KHC | 274,454 | $6.7M | 3.60% |
| 10 | ALPHABET INC CLASS C | GOOG | 19,379 | $6.1M | 3.29% |
| 11 | UNITED PARCEL SVC INC CLASS B | UPS | 47,090 | $4.7M | 2.53% |
| 12 | ALTRIA GROUP INC | MO | 80,075 | $4.6M | 2.50% |
| 13 | DOMINION ENERGY INC | D | 78,629 | $4.6M | 2.49% |
| 14 | NIKE INC CLASS CLASS B | NKE | 71,875 | $4.6M | 2.48% |
| 15 | AMEREN CORP | AEE | 42,826 | $4.3M | 2.31% |
| 16 | SPDR S&P 500 ETF | SPY | 6,270 | $4.3M | 2.31% |
| 17 | NOVO-NORDISK A S ADR | NONOF | 70,653 | $3.6M | 1.94% |
| 18 | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 874039100 | 11,458 | $3.5M | 1.88% |
| 19 | FORTINET INC | FTNT | 43,800 | $3.5M | 1.88% |
| 20 | HUNTINGTON BANCSHARES IN | HBANP | 195,931 | $3.4M | 1.84% |