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Planning Project LLC

13F filer · CIK 0002052480
Last filed Feb 12, 2026
Inactive · not filing 13F
13F portfolio value$398MU.S. long equity reported on 13F
Positions36Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight2.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q4 2025Reported Feb 12, 202636 positions
LINLinde PLC$5.84M1.47%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$1.76M0.44%Not reportedNewQ4 2025
GLDSPDR Gold Trust$242K0.06%0.00%NewQ4 2025
ETEnergy Transfer LP$136K0.03%0.00%NewQ4 2025
FNDFSchwab Strategic Trust$131K0.03%Not reportedNewQ4 2025
IAUIshares Gold Trust$104K0.03%0.00%NewQ4 2025
SLBSLB Limited$53.8K0.01%0.00%NewQ4 2025
TTTrane Technologies plc$53.3K0.01%0.00%NewQ4 2025
ETNEaton Corp plc$51.9K0.01%0.00%NewQ4 2025
CBChubb Ltd$51.8K0.01%0.00%NewQ4 2025
RCLRoyal Caribbean Cruises Ltd$41.9K0.01%0.00%NewQ4 2025
NXPINXP Semiconductors N.V.$34.3K0.01%0.00%NewQ4 2025
MDTMedtronic plc$32.7K0.01%0.00%NewQ4 2025
TTETotalEnergies SE$30.8K0.01%0.00%NewQ4 2025
SPGSimon Property Group Inc.$29.6K0.01%2.00%NewQ4 2025
TELTE Connectivity plc$23K0.01%0.00%NewQ4 2025
PSAPublic Storage$12.7K0.00%0.00%NewQ4 2025
VOTVan Kampen Municipal Opportunity Trust II$12.4K0.00%Not reportedNewQ4 2025
ORealty Income Corp$11.9K0.00%0.00%NewQ4 2025
PLDPrologis, Inc.$10.8K0.00%0.00%NewQ4 2025
AONAon plc$8.47K0.00%0.00%NewQ4 2025
MDYSPDR S&P Midcap 400 ETF Trust$7.24K0.00%Not reportedNewQ4 2025
WELLWelltower Inc.$6.9K0.00%0.00%NewQ4 2025
SCZNXG NextGen Infrastructure Income Fund$6.13K0.00%Not reportedNewQ4 2025
IWSImageware Systems Inc$5.72K0.00%Not reportedNewQ4 2025
ACNAccenture plc$5.1K0.00%0.00%NewQ4 2025
EQIXEquinix Inc$4.85K0.00%0.00%NewQ4 2025
KBSRKBS Real Estate Investment Trust III, Inc.$4.41K0.00%0.00%NewQ4 2025
CCLCarnival Corp Ltd.$3.05K0.00%0.00%NewQ4 2025
CRHCRH Public Ltd Co$2.62K0.00%0.00%NewQ4 2025
VTRVentas, Inc.$1.42K0.00%0.00%NewQ4 2025
GRMNGarmin Ltd$1.27K0.00%0.00%NewQ4 2025
JAZZJazz Pharmaceuticals plc$1.19K0.00%0.00%NewQ4 2025
WPRTWestport Fuel Systems Inc.$2360.00%0.00%NewQ4 2025
TRLVTrulieve Cannabis Corp.$2170.00%0.00%NewQ4 2025
IBITiShares Bitcoin Trust ETF$1990.00%0.00%NewQ4 2025
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