Candy Palugi

Strategic Planning, Inc.

Assets Managed

$199.29M

Holdings

Last Quarter

2026 - Q1

Filed Date

8d ago

Growth Rate

7.4%(2Q avg: 7.39%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Planning, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Strategic Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 199.29M in assets, with a quarterly growth rate of 7.4% and a 2-quarter average growth rate of 7.39%. The portfolio is managed by Candy Palugi, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMZN Amazon.com Inc Recent Activity Increased 83.29%	11.88%	$23.673M 115,509 shares@ $204.95 avg price	Increased 83.29%
DOW Dow Inc Recent Activity Decreased -48.3%	10.84%	$21.603M 518,674 shares@ $41.66 avg price	Decreased -48.3%
AAPL Apple Inc Recent Activity Decreased -0.71%	10.19%	$20.3M 79,986 shares@ $253.8 avg price	Decreased -0.71%
NVDA Nvidia Corp Recent Activity Increased 4.79%	7.48%	$14.904M 85,461 shares@ $174.41 avg price	Increased 4.79%
MSFT Microsoft Corp Recent Activity Increased 1733.05%	5.97%	$11.888M 32,115 shares@ $370.17 avg price	Increased 1733.05%
CVS Cvs Health Corp Recent Activity Increased 1.2%	5.28%	$10.51M 146,342 shares@ $71.82 avg price	Increased 1.2%
F Ford Motor Co Recent Activity Increased 3.31%	5.03%	$10.009M 867,340 shares@ $11.55 avg price	Increased 3.31%
KHC Kraft Heinz Co The Recent Activity Increased 1.16%	3.14%	$6.244M 277,613 shares@ $22.5 avg price	Increased 1.16%
WDAY Workday Inc-class A Recent Activity New Position	2.96%	$5.889M 45,328 shares@ $129.93 avg price	New Position
VZ Verizon Communications Inc Recent Activity New Position	2.87%	$5.708M 113,705 shares@ $50.21 avg price	New Position

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