Strategic Planning, Inc. Diversified Active

Location: Columbus, OH

CIK: 0001925220 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 18, 2026

Total Value: $186M (100.0% shares, 0.0% debt)

Holdings (52)

DOW DOW INC 12.5%
Value $23.24M Shares 1,003,418 Est. Cost $26.35 Unrealized -13.6%
AAPL APPLE INC 11.8%
Value $21.9M Shares 80,558 Est. Cost $230.77 Unrealized +16.3%
NVDA NVIDIA CORP 8.2%
Value $15.21M Shares 81,558 Est. Cost $126.71 Unrealized +46.9%
AMZN AMAZON.COM INC 7.8%
Value $14.55M Shares 63,021 Est. Cost $217.00 Unrealized +5.4%
CVS CVS HEALTH CORP 6.2%
Value $11.48M Shares 144,609 Est. Cost $57.99 Unrealized +35.7%
F FORD MTR CO DEL 5.9%
Value $11.02M Shares 839,564 Est. Cost $9.26 Unrealized +38.5%
PNC PNC FINL SERVICES 3.9%
Value $7.199M Shares 34,491 Est. Cost $183.33 Unrealized +5.2%
KHC KRAFT HEINZ CO 3.6%
Value $6.656M Shares 274,454 Est. Cost $28.32 Unrealized -13.0%
GOOG ALPHABET INC CLASS C 3.3%
Value $6.081M Shares 19,379 Est. Cost $185.64 Unrealized +54.2%
UPS UNITED PARCEL SVC INC CLASS B 2.5%
Value $4.671M Shares 47,090 Est. Cost $88.19 Unrealized +5.2%
MO ALTRIA GROUP INC 2.5%
Value $4.617M Shares 80,075 Est. Cost $51.03 Unrealized +16.3%
D DOMINION ENERGY INC 2.5%
Value $4.607M Shares 78,629 Est. Cost $52.73 Unrealized +13.3%
NKE NIKE INC CLASS CLASS B 2.5%
Value $4.579M Shares 71,875 Est. Cost $72.05 Unrealized -9.9%
AEE AMEREN CORP 2.3%
Value $4.277M Shares 42,826 Est. Cost $93.72 Unrealized +8.8%
SPY SPDR S&P 500 ETF 2.3%
Value $4.276M Shares 6,270 Est. Cost $681.96 Unrealized
NVO NOVO-NORDISK A S ADR 1.9%
Value $3.595M Shares 70,653 Est. Cost $50.88 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 1.9%
Value $3.482M Shares 11,458 Est. Cost $166.00 Unrealized
FTNT FORTINET INC 1.9%
Value $3.478M Shares 43,800 Est. Cost $89.23 Unrealized -7.1%
HBAN HUNTINGTON BANCSHARES IN 1.8%
Value $3.399M Shares 195,931 Est. Cost $15.53 Unrealized +4.9%
XOM EXXON MOBIL CORP 1.8%
Value $3.382M Shares 28,103 Est. Cost $107.21 Unrealized +7.7%
CMG CHIPOTLE MEXICAN GRILL I 1.5%
Value $2.871M Shares 77,606 Est. Cost $54.38 Unrealized -33.5%
PG PROCTER & GAMBLE CO 1.5%
Value $2.741M Shares 19,128 Est. Cost $163.95 Unrealized -10.2%
GIS GENERAL MILLS INC 1.4%
Value $2.537M Shares 54,553 Est. Cost $57.96 Unrealized -18.1%
EXC EXELON CORP 1.2%
Value $2.162M Shares 49,597 Est. Cost $40.50 Unrealized +12.2%
GE GE AEROSPACE 0.7%
Value $1.267M Shares 4,114 Est. Cost $196.94 Unrealized +52.7%
TSLA TESLA INC 0.6%
Value $1.065M Shares 2,369 Est. Cost $327.43 Unrealized +35.4%
MSFT MICROSOFT CORP 0.5%
Value $847K Shares 1,752 Est. Cost $419.79 Unrealized +19.2%
USFD US FOODS HLDG CORP 0.4%
Value $732K Shares 9,713 Est. Cost $68.34 Unrealized +9.9%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value $670K Shares 5,807 Est. Cost $98.44 Unrealized +19.6%
COST COSTCO WHSL CORP NEW 0.4%
Value $654K Shares 758 Est. Cost $970.56 Unrealized -6.7%
GEV GE VERNOVA INC 0.4%
Value $651K Shares 996 Est. Cost $357.37 Unrealized +70.4%
WMT WALMART INC 0.3%
Value $623K Shares 5,589 Est. Cost $93.10 Unrealized +15.1%
HILLENBRAND INC 0.3%
Value $588K Shares 18,530 Est. Cost $24.10 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.3%
Value $579K Shares 2,879 Est. Cost $194.38 Unrealized +13.8%
CTVA CORTEVA INC 0.3%
Value $482K Shares 7,185 Est. Cost $61.25 Unrealized +5.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value $455K Shares 1,356 Est. Cost $335.33 Unrealized
JCI JOHNSON CONTROLS INT F 0.2%
Value $432K Shares 3,606 Est. Cost $81.59 Unrealized +40.7%
CARR CARRIER GLOBAL CORP 0.2%
Value $399K Shares 7,550 Est. Cost $65.78 Unrealized -15.6%
GD GENERAL DYNAMICS CORP 0.2%
Value $390K Shares 1,158 Est. Cost $255.81 Unrealized +33.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value $387K Shares 769 Est. Cost $485.51 Unrealized +2.5%
SIEGY SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.2%
Value $370K Shares 2,647 Est. Cost $116.31 Unrealized
HPQ HP INC 0.2%
Value $349K Shares 15,678 Est. Cost $30.36 Unrealized -16.8%
VV VANGUARD LARGE CAP ETF 0.2%
Value $337K Shares 1,071 Est. Cost $314.77 Unrealized
META META PLATFORMS INC CLASS A 0.2%
Value $333K Shares 505 Est. Cost $668.99 Unrealized -0.2%
TRX TRX GOLD CORP F 0.2%
Value $303K Shares 329,133 Est. Cost $0.40 Unrealized +83.9%
OTIS OTIS WORLDWIDE CORP 0.2%
Value $291K Shares 3,335 Est. Cost $96.18 Unrealized -7.2%
ARMK ARAMARK 0.2%
Value $282K Shares 7,643 Est. Cost $36.37 Unrealized +4.3%
C CITIGROUP INC 0.1%
Value $263K Shares 2,251 Est. Cost $94.11 Unrealized +10.1%
BWA BORGWARNER INC 0.1%
Value $231K Shares 5,131 Est. Cost $39.71 Unrealized +10.0%
MCK MCKESSON CORP 0.1%
Value $216K Shares 263 Est. Cost $703.03 Unrealized +16.0%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value $210K Shares 279 Est. Cost $754.03 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value $168K Shares 4,182 Est. Cost $31.89 Unrealized +17.2%