Long-term investor
Planning Project LLC @planningprojectllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052480).
Record
- Tracked since 2025-12-31 (262 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 39.1% · long · since 2025-12-31
- 46432F842 · 18.3% · long · since 2025-12-31
- 464287226 · 12.3% · long · since 2025-12-31
- 464287507 · 8.8% · long · since 2025-12-31
- 464287242 · 6.3% · long · since 2025-12-31
- 464287804 · 5.7% · long · since 2025-12-31
- XOM · 2.3% · long · since 2026-06-30
- 922908363 · 1.7% · long · since 2025-12-31
- LIN · 1.3% · long · since 2025-12-31
- 921943858 · 0.8% · long · since 2025-12-31
- 921937835 · 0.5% · long · since 2025-12-31
- 921932505 · 0.4% · long · since 2026-06-30