Long-term investor
Planned Solutions, Inc. @plannedsolutionsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001831332).
Record
- Tracked since 2025-06-30 (454 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +12.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 11.2% · long · since 2025-06-30
- 808524771 · 9.2% · long · since 2025-06-30
- 92189F643 · 8.6% · long · since 2025-06-30
- 46641Q159 · 7.2% · long · since 2025-06-30
- 46436E403 · 5.7% · long · since 2025-06-30
- 464287309 · 5.2% · long · since 2025-06-30
- 46090E103 · 4.5% · long · since 2025-06-30
- 46432F842 · 3.8% · long · since 2025-06-30
- 025072877 · 2.8% · long · since 2025-06-30
- 46641Q753 · 2.4% · long · since 2025-06-30
- 46654Q724 · 2.1% · long · since 2025-06-30
- 72201R833 · 2.0% · long · since 2025-06-30