Long-term investor
Planning Directions Inc. @planningdirectionsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000821103).
Record
- Tracked since 2025-06-30 (448 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 44% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287408 · 12.1% · long · since 2026-03-31
- 921908844 · 7.4% · long · since 2025-06-30
- 46641Q159 · 7.1% · long · since 2026-03-31
- 808524797 · 6.7% · long · since 2025-06-30
- 92647N527 · 6.6% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- 921910840 · 3.2% · long · since 2025-06-30
- 922908538 · 3.1% · long · since 2025-06-30
- 922042742 · 2.8% · long · since 2025-06-30
- 464287804 · 2.7% · long · since 2025-06-30
- 316188408 · 2.6% · long · since 2025-06-30
- 922908736 · 2.4% · long · since 2025-06-30