Strategic Planning, Inc.
CIK: 1925220SEC EDGAR →
Portfolio Value
$91.3B
Holdings
54
As of
Q1 2026
New Positions
54
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DOW INC | 518,674 | $21.6B | 23.65% |
| 2 | CVS HEALTH CORP | 146,342 | $10.5B | 11.51% |
| 3 | FORD MTR CO DEL | 867,340 | $10.0B | 10.96% |
| 4 | KRAFT HEINZ CO | 277,613 | $6.2B | 6.84% |
| 5 | VERIZON COMMUNICATIONS I | 113,705 | $5.7B | 6.25% |
| 6 | ALTRIA GROUP INC | 81,214 | $5.4B | 5.87% |
| 7 | DOMINION ENERGY INC | 77,972 | $4.8B | 5.28% |
| 8 | UNITED PARCEL SVC INC CLASS B | 47,167 | $4.6B | 5.08% |
| 9 | NIKE INC CLASS CLASS B | 73,364 | $3.9B | 4.24% |
| 10 | FORTINET INC | 46,951 | $3.8B | 4.20% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Basic Materials | 3 | $22.7B | 24.8% |
| Healthcare | 4 | $16.7B | 18.2% |
| Consumer Defensive | 7 | $14.5B | 15.8% |
| Consumer Cyclical | 5 | $14.2B | 15.5% |
| Technology | 9 | $6.3B | 6.9% |
| Financial Services | 7 | $6.0B | 6.6% |
| Industrials | 9 | $5.6B | 6.2% |
| Utilities | 3 | $4.8B | 5.3% |
| Unknown | 4 | $520.6M | 0.6% |
| Communication Services | 2 | $5.6M | 0.0% |
| Energy | 1 | $4.8M | 0.0% |