Stock Taper

PLANNING DIRECTIONS INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Costco Wholesale CorporationCOST222$208.13K
Caterpillar Inc.CAT472$503.09K
HCA Healthcare, Inc.HCA558$217.42K
American Express CompanyAXP671$227K
JPMorgan Chase & Co.JPM712$232.95K
Deere & CompanyDE718$455.5K
Berkshire Hathaway Inc.BRK-B744$372.29K
Lam Research CorporationLRCX775$335.89K
Johnson & JohnsonJNJ798$202.68K
The Home Depot, Inc.HD845$297.89K
Astera Labs, Inc. Common StockALAB875$422.64K
Norfolk Southern CorporationNSC907$285.34K
International Business Machines CorporationIBM927$260.75K
Marvell Technology, Inc.MRVL1.08K$321.72K
Lowe's Companies, Inc.LOW1.2K$265.04K
The Procter & Gamble CompanyPG1.38K$202.94K
McDonald's CorporationMCD1.39K$375.48K
PepsiCo, Inc.PEP1.63K$220.11K
Alphabet Inc.GOOGL1.71K$609.71K
Constellation Energy CorporationCEG2.1K$522.37K