| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 3 | Q2 2024 | 5.1% |
| MERCK & CO INC | 3 | Q2 2024 | 3.9% |
| LOCKHEED MARTIN CORP | 3 | Q2 2024 | 3.6% |
| APPLE INC | 3 | Q2 2024 | 3.7% |
| WALMART INC | 3 | Q2 2024 | 3.5% |
| JOHNSON & JOHNSON | 3 | Q2 2024 | 3.3% |
| VERIZON COMMUNICATIONS INC | 3 | Q2 2024 | 3.2% |
| COCA COLA CO | 3 | Q2 2024 | 3.1% |
| SOUTHERN CO | 3 | Q2 2024 | 3.0% |
| MCDONALDS CORP | 3 | Q2 2024 | 3.3% |
View Planning Capital Management Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-06 |
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-14 |
View Planning Capital Management Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.