PLANCORP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 3K | $454.31K |
 | PSX | 3K | $388.07K |
 | BK | 3K | $307.38K |
 | CAT | 3K | $1.32M |
 | MU | 3K | $442.57K |
 | PRU | 3K | $269.11K |
 | RS | 3K | $726.28K |
 | MSTR | 2K | $798.44K |
 | LRCX | 2K | $330.33K |
 | MTB | 2K | $484.76K |
 | TSM | 2K | $685.15K |
 | ECL | 2K | $659.46K |
 | MPC | 2K | $463.36K |
 | SCHW | 2K | $219.29K |
 | HON | 2K | $472.36K |
 | COST | 2K | $2.06M |
 | CB | 2K | $628.57K |
 | KMB | 2K | $272.18K |
 | CAH | 2K | $334.17K |
 | BMO | 2K | $259.72K |
Morgan Stanley
MS
Shares Held
3K
Value
$454.31K
Phillips 66
PSX
Shares Held
3K
Value
$388.07K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$307.38K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.32M
Micron Technology, Inc.
MU
Shares Held
3K
Value
$442.57K
Prudential Financial, Inc.
PRU
Shares Held
3K
Value
$269.11K
Reliance Steel & Aluminum Co.
RS
Shares Held
3K
Value
$726.28K
MicroStrategy Incorporated
MSTR
Shares Held
2K
Value
$798.44K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$330.33K
M&T Bank Corporation
MTB
Shares Held
2K
Value
$484.76K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$685.15K
Ecolab Inc.
ECL
Shares Held
2K
Value
$659.46K
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$463.36K
The Charles Schwab Corporation
SCHW
Shares Held
2K
Value
$219.29K
Honeywell International Inc.
HON
Shares Held
2K
Value
$472.36K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$2.06M
Chubb Limited
CB
Shares Held
2K
Value
$628.57K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$272.18K
Cardinal Health, Inc.
CAH
Shares Held
2K
Value
$334.17K
Bank of Montreal
BMO
Shares Held
2K
Value
$259.72K