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Home > Institutional Investor > Planning Capital Management Corp > Profile

Instuitional Investor - Planning Capital Management Corp

Fund Profile
Filing Period:
Fund Name: Planning Capital Management Corp
Portfolio Value $150,905,145
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 93,449 $7,750,654 5.14%
2.
Apple Inc.
 AAPL 26,978 $6,285,925 4.17%
3.
Lockheed Martin Corp
 LMT 10,203 $5,964,203 3.95%
4.
Walmart Inc.
 WMT 63,957 $5,164,567 3.42%
5.
Johnson & Johnson
 JNJ 30,124 $4,881,973 3.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)