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Home > Institutional Investor > Strategic Planning, Inc. > Profile

Instuitional Investor - Strategic Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Strategic Planning, Inc.
Portfolio Value $199,290,204
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 115,509 $23,673,218 11.88%
2.
Dow Inc.
 DOW 518,674 $21,602,788 10.84%
3.
Apple Inc.
 AAPL 79,986 $20,299,747 10.19%
4.
Nvidia Corp
 NVDA 85,461 $14,904,480 7.48%
5.
Microsoft Corp
 MSFT 32,115 $11,887,989 5.97%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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