PARTNERS IN FINANCIAL PLANNING
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NKSH | 21K | $780.30K |
 | TFC | 17K | $784.78K |
 | CSX | 16K | $649.25K |
 | XOM | 13K | $2.14M |
 | CARE | 13K | $291.97K |
 | UDR | 12K | $417.79K |
 | EW | 12K | $927.65K |
 | NSC | 9K | $2.69M |
 | PFE | 9K | $241.61K |
 | NKE | 8K | $421.29K |
 | CVX | 8K | $1.58M |
 | STLD | 7K | $1.19M |
 | WMT | 6K | $792.53K |
 | AUB | 6K | $223.38K |
 | AAPL | 6K | $1.56M |
 | CVS | 6K | $422.88K |
 | AMZN | 6K | $1.19M |
 | FERG | 5K | $1.17M |
 | PG | 4K | $591.89K |
 | PM | 4K | $672.27K |
National Bankshares, Inc.
NKSH
Shares Held
21K
Value
$780.30K
Truist Financial Corporation
TFC
Shares Held
17K
Value
$784.78K
CSX Corporation
CSX
Shares Held
16K
Value
$649.25K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$2.14M
Carter Bankshares, Inc.
CARE
Shares Held
13K
Value
$291.97K
UDR, Inc.
UDR
Shares Held
12K
Value
$417.79K
Edwards Lifesciences Corporation
EW
Shares Held
12K
Value
$927.65K
Norfolk Southern Corporation
NSC
Shares Held
9K
Value
$2.69M
Pfizer Inc.
PFE
Shares Held
9K
Value
$241.61K
NIKE, Inc.
NKE
Shares Held
8K
Value
$421.29K
Chevron Corporation
CVX
Shares Held
8K
Value
$1.58M
Steel Dynamics, Inc.
STLD
Shares Held
7K
Value
$1.19M
Walmart Inc.
WMT
Shares Held
6K
Value
$792.53K
Atlantic Union Bankshares Corporation
AUB
Shares Held
6K
Value
$223.38K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.56M
CVS Health Corp.
CVS
Shares Held
6K
Value
$422.88K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.19M
Ferguson plc
FERG
Shares Held
5K
Value
$1.17M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$591.89K
Philip Morris International Inc.
PM
Shares Held
4K
Value
$672.27K