PLANNING CENTER, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 32K | $8.09M |
 | DE | 14K | $7.92M |
 | NVDA | 9K | $1.60M |
 | AMZN | 7K | $1.43M |
 | TEX | 7K | $405.96K |
 | BRK-B | 7K | $3.17M |
 | ORCL | 6K | $937.93K |
 | WMT | 6K | $764.45K |
 | PG | 6K | $875.77K |
 | KO | 5K | $404.40K |
 | MSFT | 5K | $1.78M |
 | JPM | 4K | $1.20M |
 | XEL | 4K | $297.11K |
 | HD | 3K | $1.07M |
 | SBUX | 3K | $278.36K |
 | JNJ | 3K | $752.63K |
 | WEC | 3K | $302.27K |
 | RTX | 2K | $448.59K |
 | MRK | 2K | $264.75K |
 | IBM | 2K | $477.64K |
Apple Inc.
AAPL
Shares Held
32K
Value
$8.09M
Deere & Company
DE
Shares Held
14K
Value
$7.92M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.60M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.43M
Terex Corporation
TEX
Shares Held
7K
Value
$405.96K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.17M
Oracle Corporation
ORCL
Shares Held
6K
Value
$937.93K
Walmart Inc.
WMT
Shares Held
6K
Value
$764.45K
The Procter & Gamble Company
PG
Shares Held
6K
Value
$875.77K
The Coca-Cola Company
KO
Shares Held
5K
Value
$404.40K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.78M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.20M
Xcel Energy Inc.
XEL
Shares Held
4K
Value
$297.11K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.07M
Starbucks Corporation
SBUX
Shares Held
3K
Value
$278.36K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$752.63K
WEC Energy Group, Inc.
WEC
Shares Held
3K
Value
$302.27K
RTX Corporation
RTX
Shares Held
2K
Value
$448.59K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$264.75K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$477.64K