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Disclosed positions
Strategic Planning, Inc.: source evidence dated 2026-05-19T03:59:59.999Z.
- Issuer
- AMAZON.COM INC
- Ticker
- AMZN
- Class
- COMMON STOCK
- Reported value
- $23,673,218
- Reported amount
- 115,509
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001213900-26-058124Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| AMAZON.COM INC | AMZN | COMMON STOCK | $23,673,218 | 115,509 | SH | None |
| DOW INC | DOW | COMMON STOCK | $21,602,788 | 518,674 | SH | None |
| APPLE INC | AAPL | COMMON STOCK | $20,299,747 | 79,986 | SH | None |
| NVIDIA CORP | NVDA | COMMON STOCK | $14,904,480 | 85,461 | SH | None |
| MICROSOFT CORP | MSFT | COMMON STOCK | $11,887,989 | 32,115 | SH | None |
| CVS HEALTH CORP | CVS | COMMON STOCK | $10,510,274 | 146,342 | SH | None |
| FORD MTR CO DEL | F | COMMON STOCK | $10,009,106 | 867,340 | SH | None |
| KRAFT HEINZ CO | KHC | COMMON STOCK | $6,243,522 | 277,613 | SH | None |
| WORKDAY INC CLASS A | WDAY | COMMON STOCK | $5,889,014 | 45,328 | SH | None |
| VERIZON COMMUNICATIONS I | VZ | COMMON STOCK | $5,708,007 | 113,705 | SH | None |
| ALTRIA GROUP INC | MO | COMMON STOCK | $5,359,296 | 81,214 | SH | None |
| ALPHABET INC CLASS C | GOOG | COMMON STOCK | $5,303,128 | 18,487 | SH | None |
| DOMINION ENERGY INC | D | COMMON STOCK | $4,820,255 | 77,972 | SH | None |
| EXXON MOBIL CORP | XOM | COMMON STOCK | $4,764,372 | 28,082 | SH | None |
| UNITED PARCEL SVC INC CLASS B | UPS | COMMON STOCK | $4,640,272 | 47,167 | SH | None |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | UIT EXCHANGE TRADED | $4,113,390 | 6,325 | SH | None |
| NIKE INC CLASS CLASS B | NKE | COMMON STOCK | $3,875,104 | 73,364 | SH | None |
| FORTINET INC | FTNT | COMMON STOCK | $3,836,836 | 46,951 | SH | None |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | ADR | $3,829,649 | 11,332 | SH | None |
| SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | SNY | ADR | $3,481,439 | 72,259 | SH | None |
| PROCTER & GAMBLE CO | PG | COMMON STOCK | $2,722,476 | 18,848 | SH | None |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NVO | ADR | $2,659,451 | 72,366 | SH | None |
| EXELON CORP | EXC | COMMON STOCK | $2,436,170 | 49,697 | SH | None |
| GENERAL MILLS INC | GIS | COMMON STOCK | $1,963,396 | 52,751 | SH | None |
| TESLA INC | TSLA | COMMON STOCK | $1,227,890 | 3,303 | SH | None |
| GE AEROSPACE | GE | COMMON STOCK | $1,184,844 | 4,175 | SH | None |
| US FOODS HLDG CORP | USFD | COMMON STOCK | $895,636 | 9,713 | SH | None |
| GE VERNOVA INC | GEV | COMMON STOCK | $887,567 | 1,017 | SH | None |
| ISHARES RUSSELL 2000 ETF | IWM | UIT EXCHANGE TRADED | $813,407 | 3,280 | SH | None |
| AMERICAN ELEC PWR CO INC | AEP | COMMON STOCK | $767,651 | 5,856 | SH | None |
| COSTCO WHSL CORP NEW | COST | COMMON STOCK | $755,127 | 758 | SH | None |
| WALMART INC | WMT | COMMON STOCK | $697,082 | 5,609 | SH | None |
| CORTEVA INC | CTVA | COMMON STOCK | $587,875 | 7,023 | SH | None |
| TRX GOLD CORP F | TRX | COMMON STOCK | $493,700 | 329,133 | SH | None |
| JOHNSON CONTROLS INT F | JCI | COMMON STOCK | $472,206 | 3,606 | SH | None |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | VTI | UIT EXCHANGE TRADED | $436,456 | 1,360 | SH | None |
| GUIDEWIRE SOFTWARE INC | GWRE | COMMON STOCK | $430,583 | 2,879 | SH | None |
| CARRIER GLOBAL CORP | CARR | COMMON STOCK | $426,702 | 7,578 | SH | None |
| GENERAL DYNAMICS CORP | GD | COMMON STOCK | $399,233 | 1,163 | SH | None |
| BERKSHIRE HATHAWAY CLASS B | BRK.B | COMMON STOCK | $368,505 | 769 | SH | None |
| BOEING CO | BA | COMMON STOCK | $363,034 | 1,824 | SH | None |
| SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | Unresolved | ADR | $322,616 | 2,647 | SH | None |
| VANGUARD LARGE-CAP INDEXFUND ETF SHARES | VV | UIT EXCHANGE TRADED | $320,970 | 1,074 | SH | None |
| ARAMARK | ARMK | COMMON STOCK | $310,770 | 7,666 | SH | None |
| META PLATFORMS INC CLASS A | META | COMMON STOCK | $308,544 | 539 | SH | None |
| HP INC | HPQ | COMMON STOCK | $304,929 | 15,873 | SH | None |
| ISHARES MSCI EAFE ETF | EFA | UIT EXCHANGE TRADED | $304,058 | 3,130 | SH | None |
| BORGWARNER INC | BWA | COMMON STOCK | $279,333 | 5,148 | SH | None |
| OTIS WORLDWIDE CORP | OTIS | COMMON STOCK | $258,390 | 3,352 | SH | None |
| CITIGROUP INC | C | COMMON STOCK | $256,845 | 2,265 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.