Asset Planning,Inc: 13F holdings
CIK 20485472026Q2
| Positions | 334 |
|---|
| Reported value | $154.4m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 334 (+35 vs prior quarter) |
|---|
| Reported value | $154.4m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY Eli Lilly & Co | 13,230 | $15.9m | 10.3% |
| AMZN Amazon.Com Inc. | 61,085 | $14.6m | 9.4% |
| TDG Transdigm Group Inc | 8,766 | $11.7m | 7.6% |
| ALL Allstate Corp. | 31,776 | $11.3m | 7.3% |
| AAPL Apple Computer Inc | 30,667 | $8.9m | 5.7% |
| COST Costco Wholesale Corp - New | 6,545 | $6.1m | 4.0% |
| NVDA NVIDIA Corp | 23,781 | $4.8m | 3.1% |
| WELL Welltower Inc | 20,453 | $4.6m | 3.0% |
| MCD Mc Donalds Corp | 12,799 | $3.5m | 2.2% |
| MO Altria Group Inc. | 47,370 | $3.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2048547")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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