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Home > Institutional Investor > Planning Capital Management Corp > Profile

Instuitional Investor - Planning Capital Management Corp

Fund Profile
Filing Period:
Fund Name: Planning Capital Management Corp
Portfolio Value $127,931,948
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 76,990 $5,008,949 3.91%
2.
Apple Inc.
 AAPL 24,394 $4,696,503 3.67%
3.
Lockheed Martin Corp
 LMT 10,279 $4,658,928 3.64%
4.
Merck & Co. Inc.
 MRK 42,059 $4,585,313 3.58%
5.
Johnson & Johnson
 JNJ 26,785 $4,198,255 3.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)