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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Strategic Planning, Inc.'s latest available filing here is Q3 2025.
Strategic Planning, Inc.
•CIK: 1925220•Filing: Q3 2025
**Strategic Planning, Inc.** manages $194M across a diversified portfolio of 61 positions. The fund exhibits significant concentration in mega-cap technology and consumer staples, with top holdings including AAPL at $20.9M and NVDA at $16.1M. Further notable allocations include AMZN ($13.9M) and DOW ($11.7M). This positioning suggests a focus on established market leaders across technology, e-commerce, and industrials.
Total AUM
$194.0M
QoQ Performance
+9.4%
Positions
61
Top 10 Concentration
56.1%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
NVDA
AMZN
DOW
CVS
F
AAPL10.8%
NVDA8.3%
AMZN7.2%
DOW6.0%
CVS5.6%
F5.3%
KHC3.8%
PNC3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.9%
Technology23.7%
Consumer15.7%
Healthcare9.0%
Consumer Staples6.5%
Industrial3.0%
Utilities2.5%
Energy1.6%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW9 new positions
↑17 increased
↓32 decreased
Historical Filings
Q3 2025Q2 2025