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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 28, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
138
+1 vs. Q3 2025
Portfolio value
$309.3M
+$21.1M (+7.3%) vs. Q3 2025
Filed
Jan 28, 2026
SEC
Holdings of Planned Solutions, Inc. in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AEMAgnico Eagle Mines LtdStock1,688$286.2K0.1%00.0%UnchangedHistory
SHELShell plcADR3,883$285.3K0.1%+43+1.1%AddedHistory
CFCF Industries Holdings, Inc.COM3,688$285.2K0.1%+195+5.6%AddedHistory
HSYHershey CoCOM1,538$279.9K0.1%+77+5.3%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF8,398$275.0K0.1%−2,953−26.0%Reduced–
PSAPublic StorageCOM1,059$274.8K0.1%+9+0.9%AddedHistory
EVREvercore Inc.CLASS A800$272.2K0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF1,267$268.7K0.1%00.0%Unchanged–
Vanguard Information Technology ETF92204A702ETF354$266.7K0.1%00.0%Unchanged–
EIXEdison InternationalStock4,440$266.5K0.1%00.0%UnchangedHistory
STLDSteel Dynamics IncCOM1,564$265.0K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock6,391$260.3K0.1%+427+7.2%AddedHistory
Vanguard Health Care ETF92204A504ETF895$257.6K0.1%00.0%Unchanged–
Capital Group Growth ETF14020G101SHS CREAT UNIT5,770$256.6K0.1%+5,770New–
TSMTaiwan Semiconductor Manufacturing Co LtdADR843$256.2K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,460$253.3K0.1%+22+1.5%AddedHistory
HIGHartford Insurance Group, Inc.Stock1,830$252.2K0.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM9,285$251.6K0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock1,181$246.5K0.1%+28+2.4%AddedHistory
iShares MSCI Eafe ETF464287465ETF2,554$245.3K0.1%00.0%Unchanged–
MAMastercard IncStock414$236.3K0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF1,302$235.9K0.1%00.0%Unchanged–
TAT&T Inc.Stock9,199$228.5K0.1%+1,133+14.0%AddedHistory
ORCLOracle CorpStock1,155$225.1K0.1%+5+0.4%AddedHistory
PKGPackaging Corp of AmericaStock1,088$224.4K0.1%00.0%UnchangedHistory
VCTRVictory Capital Holdings, Inc.COM CL A3,546$223.7K0.1%+155+4.6%AddedHistory
TMOThermo Fisher Scientific Inc.Stock386$223.7K0.1%+386NewHistory
MSMorgan StanleyStock1,257$223.2K0.1%+1,257NewHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF793$221.4K0.1%00.0%Unchanged–
DUKDuke Energy CORPStock1,879$220.2K0.1%+27+1.5%AddedHistory
FASTFastenal CoStock5,444$218.5K0.1%+44+0.8%AddedHistory
SNYSanofiSPONSORED ADR4,462$216.2K0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock685$214.1K0.1%00.0%UnchangedHistory
INTCIntel CorpStock5,798$213.9K0.1%−855−12.9%ReducedHistory
COFCapital One Financial CorpStock854$207.0K0.1%+854NewHistory
GEGeneral Electric CoStock657$202.4K0.1%+657NewHistory
FSKFS KKR Capital CorpCOM12,968$192.1K0.1%00.0%UnchangedHistory
SANBanco Santander, S.A.ADR10,925$128.2K<0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Planned Solutions, Inc. in Q4 2025
SecurityClassPutsCalls
ITWIllinois Tool Works IncStock$2.46M–

Sold out since Q3 2025 (7)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Planned Solutions, Inc. sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
CEGConstellation Energy CorpStock961$316.2K0.1%History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF2,280$251.9K0.1%–
PRDOPerdoceo Education CorpCOM6,135$231.0K0.1%History
EXCExelon CorpStock5,001$225.1K0.1%History
NEUNewmarket CorpCOM250$207.1K0.1%History
AEPAmerican Electric Power Co IncStock1,814$204.1K0.1%History
WSMWilliams Sonoma IncCOM1,040$203.3K0.1%History