Planning Center, Inc.
Planning Center, Inc. reported 84 positions worth $1.06B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: DUSB (17.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DUSB | SH | $186.8M | 17.63% | 3,678,554 | — | — | |
| ▸ 2 | DFSD | SH | $138.7M | 13.09% | 2,904,314 | — | — | |
| ▸ 3 | DFAX | SH | $88.1M | 8.31% | 2,391,457 | — | — | |
| ▸ 4 | DFGX | SH | $85.5M | 8.07% | 1,595,524 | — | — | |
| ▸ 5 | DFAC | SH | $82.9M | 7.82% | 1,868,514 | — | — | |
| ▸ 6 | DUHP | SH | $69.8M | 6.59% | 1,673,148 | — | — | |
| ▸ 7 | DIHP | SH | $63.6M | 6.00% | 1,864,060 | — | — | |
| ▸ 8 | DFIP | SH | $44.8M | 4.23% | 1,085,533 | — | — | |
| ▸ 9 | DFUV | SH | $38.5M | 3.63% | 699,135 | — | — | |
| ▸ 10 | DFIV | SH | $36.4M | 3.43% | 673,128 | — | — |
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Frequently Asked Questions
What stocks does Planning Center, Inc. hold as of Q2 2026?
Planning Center, Inc. reported 84 positions worth $1.06B in its Q2 2026 13F filing. Largest positions: DUSB (17.6%), DFSD (13.1%), DFAX (8.3%), DFGX (8.1%) and DFAC (7.8%).
What did Planning Center, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Planning Center, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.