Strategic Planning, Inc. holds a focused book of 52 stocks worth $199.3M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened WORKDAY INC CLASS A and trimmed DOW INC. Their largest long position is AMAZON.COM INC at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1925220/holdings"
Use Arkolith to show Strategic Planning, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon.com Inc COMMON STOCK | $23.7M | 115.5K | 11.9% | ▲+83% Added · +52K sh | |
| 2 | Dow Inc COMMON STOCK | $21.6M | 518.7K | 10.8% | ▼−48% Reduced · −485K sh | |
| 3 | Apple Inc COMMON STOCK | $20.3M | 80.0K | 10.2% | ▼−0.7% Reduced · −572 sh | |
| 4 | Nvidia Corp COMMON STOCK | $14.9M | 85.5K | 7.5% | ▲+4.8% Added · +4K sh | |
| 5 | Microsoft Corp COMMON STOCK | $11.9M | 32.1K | 6.0% | ▲18× Added · +30K sh | |
| 6 | CVS Health Corp COMMON STOCK | $10.5M | 146.3K | 5.3% | ▲+1.2% Added · +2K sh | |
| 7 | Ford MTR Co Del COMMON STOCK | $10.0M | 867.3K | 5.0% | ▲+3.3% Added · +28K sh | |
| 8 | Kraft Heinz Co COMMON STOCK | $6.2M | 277.6K | 3.1% | ▲+1.1% Added · +3K sh | |
| 9 | Workday Inc Class A COMMON STOCK | $5.9M | 45.3K | 3.0% | ▲New New position | |
| 10 | Verizon Communications I COMMON STOCK | $5.7M | 113.7K | 2.9% | ▲New New position | |
| 11 | Altria Group Inc COMMON STOCK | $5.4M | 81.2K | 2.7% | ▲+1.4% Added · +1K sh | |
| 12 | Alphabet Inc Class C COMMON STOCK | $5.3M | 18.5K | 2.7% | ▼−4.6% Reduced · −892 sh | |
| 13 | Dominion Energy Inc COMMON STOCK | $4.8M | 78.0K | 2.4% | ▼−0.8% Reduced · −657 sh | |
| 14 | Exxon Mobil Corp COMMON STOCK | $4.8M | 28.1K | 2.4% | ▼−0.1% Reduced · −21 sh | |
| 15 | United Parcel SVC Inc Class B COMMON STOCK | $4.6M | 47.2K | 2.3% | ▲+0.2% Added · +77 sh | |
| 16 | State Street SPDR S&P 500 ETF Trust UIT EXCHANGE TRADED | $4.1M | 6.3K | 2.1% | ▲+0.9% Added · +55 sh | |
| 17 | Nike Inc Class Class B COMMON STOCK | $3.9M | 73.4K | 1.9% | ▲+2.1% Added · +1K sh | |
| 18 | Fortinet Inc COMMON STOCK | $3.8M | 47.0K | 1.9% | ▲+7.2% Added · +3K sh | |
| 19 | Taiwan Semiconductor M Fsponsored ADR 1 ADR Reps 5 Ord SHS ADR | $3.8M | 11.3K | 1.9% | ▼−1.1% Reduced · −126 sh | |
| 20 | Sanofi Fsponsored ADR 1 ADR Reps 0.5 Ord SHS ADR | $3.5M | 72.3K | 1.7% | ▲New New position | |
| 21 | Procter & Gamble Co COMMON STOCK | $2.7M | 18.8K | 1.4% | ▼−1.5% Reduced · −280 sh | |
| 22 | Novo-Nordisk A S Fsponsored ADR 1 ADR Reps 1 Ord SHS ADR | $2.7M | 72.4K | 1.3% | ▲+2.4% Added · +2K sh | |
| 23 | Exelon Corp COMMON STOCK | $2.4M | 49.7K | 1.2% | ▲+0.2% Added · +100 sh | |
| 24 | General Mills Inc COMMON STOCK | $2.0M | 52.8K | 1.0% | ▼−3.3% Reduced · −2K sh | |
| 25 | Tesla Inc COMMON STOCK | $1.2M | 3.3K | 0.6% | ▲+39% Added · +934 sh | |
| 26 | Ge Aerospace COMMON STOCK | $1.2M | 4.2K | 0.6% | ▲+1.5% Added · +61 sh | |
| 27 | US Foods Hldg Corp COMMON STOCK | $896K | 9.7K | 0.4% | —Held | |
| 28 | Ge Vernova Inc COMMON STOCK | $888K | 1.0K | 0.4% | ▲+2.1% Added · +21 sh | |
| 29 | Ishares Russell 2000 ETF UIT EXCHANGE TRADED | $813K | 3.3K | 0.4% | ▲New New position | |
| 30 | American Elec PWR Co Inc COMMON STOCK | $768K | 5.9K | 0.4% | ▲+0.8% Added · +49 sh | |
| 31 | Costco WHSL Corp New COMMON STOCK | $755K | 758 | 0.4% | —Held | |
| 32 | Walmart Inc COMMON STOCK | $697K | 5.6K | 0.3% | ▲+0.3% Added · +20 sh | |
| 33 | Corteva Inc COMMON STOCK | $588K | 7.0K | 0.3% | ▼−2.3% Reduced · −162 sh | |
| 34 | TRX Gold Corp F COMMON STOCK | $494K | 329.1K | 0.2% | —Held | |
| 35 | Johnson Controls Int F COMMON STOCK | $472K | 3.6K | 0.2% | —Held | |
| 36 | Vanguard Total Stock Market Index Fund ETF Shares UIT EXCHANGE TRADED | $436K | 1.4K | 0.2% | ▲+0.3% Added · +4 sh | |
| 37 | Guidewire Software Inc COMMON STOCK | $431K | 2.9K | 0.2% | —Held | |
| 38 | Carrier Global Corp COMMON STOCK | $427K | 7.6K | 0.2% | ▲+0.4% Added · +28 sh | |
| 39 | General Dynamics Corp COMMON STOCK | $399K | 1.2K | 0.2% | ▲+0.4% Added · +5 sh | |
| 40 | Berkshire Hathaway Class B COMMON STOCK | $369K | 769 | 0.2% | —Held | |
| 41 | Boeing Co COMMON STOCK | $363K | 1.8K | 0.2% | ▲Added Added · +2K sh | |
| 42 | Siemens A G Fsponsored ADR 1 ADR Reps 0.5 Ord SHS ADR | $323K | 2.6K | 0.2% | —Held | |
| 43 | Vanguard Large-Cap Indexfund ETF Shares UIT EXCHANGE TRADED | $321K | 1.1K | 0.2% | ▲+0.3% Added · +3 sh | |
| 44 | Aramark COMMON STOCK | $311K | 7.7K | 0.2% | ▲+0.3% Added · +23 sh | |
| 45 | Meta Platforms Inc Class A COMMON STOCK | $309K | 539 | 0.2% | ▲+6.7% Added · +34 sh | |
| 46 | HP Inc COMMON STOCK | $305K | 15.9K | 0.2% | ▲+1.2% Added · +195 sh | |
| 47 | Ishares Msci Eafe ETF UIT EXCHANGE TRADED | $304K | 3.1K | 0.2% | ▲New New position | |
| 48 | Borgwarner Inc COMMON STOCK | $279K | 5.1K | 0.1% | ▲+0.3% Added · +17 sh | |
| 49 | Otis Worldwide Corp COMMON STOCK | $258K | 3.4K | 0.1% | ▲+0.5% Added · +17 sh | |
| 50 | Citigroup Inc COMMON STOCK | $257K | 2.3K | 0.1% | ▲+0.6% Added · +14 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.