CIK 1803557
Center for Financial Planning, Inc.
Institutional 13F holdings & portfolio
Holdings
702
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 601–650 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | 43 | $1K–$15K | SH |
| EL | LAUDER ESTEE COS INC | 23 | $1K–$15K | SH |
| QS | QUANTUMSCAPE CORP | 219 | $1K–$15K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 100 | $1K–$15K | SH |
| OGN | ORGANON & CO | 308 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC | 10 | $1K–$15K | SH |
| MINT | PIMCO ETF TR | 20 | $1K–$15K | SH |
| HUBS | HUBSPOT INC | 5 | $1K–$15K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 20 | $1K–$15K | SH |
| MAT | MATTEL INC | 97 | $1K–$15K | SH |
| MBB | ISHARES TR | 20 | $1K–$15K | SH |
| BINC | BLACKROCK ETF TRUST II | 36 | $1K–$15K | SH |
| ACN | ACCENTURE PLC IRELAND | 7 | $1K–$15K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 88 | $1K–$15K | SH |
| MTUM | ISHARES TR | 7 | $1K–$15K | SH |
| PTLO | PORTILLOS INC | 382 | $1K–$15K | SH |
| ITA | ISHARES TR | 8 | $1K–$15K | SH |
| NATL | NCR ATLEOS CORPORATION | 44 | $1K–$15K | SH |
| RNG | RINGCENTRAL INC | 55 | $1K–$15K | SH |
| ALC | ALCON AG | 20 | $1K–$15K | SH |
| EXPI | EXP WORLD HLDGS INC | 174 | $1K–$15K | SH |
| SOHU | SOHU COM LTD | 100 | $1K–$15K | SH |
| MRP | MILLROSE PPTYS INC | 52 | $1K–$15K | SH |
| IAGG | ISHARES TR | 30 | $1K–$15K | SH |
| BEEM | BEAM GLOBAL | 1K | $1K–$15K | SH |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 18 | $1K–$15K | SH |
| PNR | PENTAIR PLC | 14 | $1K–$15K | SH |
| LAC | LITHIUM AMERS CORP NEW | 321 | $1K–$15K | SH |
| BEAM | BEAM THERAPEUTICS INC | 50 | $1K–$15K | SH |
| DLB | DOLBY LABORATORIES INC | 21 | $1K–$15K | SH |
| DNN | DENISON MINES CORP | 490 | $1K–$15K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 65 | $1K–$15K | SH |
| MU | MICRON TECHNOLOGY INC | 4 | $1K–$15K | SH |
| PCG | PG&E CORP | 67 | $1K–$15K | SH |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 70 | $1K–$15K | SH |
| MNKD | MANNKIND CORP | 174 | <$1K | SH |
| LBRDK | LIBERTY BROADBAND CORP | 20 | <$1K | SH |
| ADNT | ADIENT PLC | 50 | <$1K | SH |
| NMAX | NEWSMAX INC | 120 | <$1K | SH |
| VYX | NCR VOYIX CORPORATION | 88 | <$1K | SH |
| FWONA | LIBERTY MEDIA CORP DEL | 10 | <$1K | SH |
| NAT | NORDIC AMERICAN TANKERS LIMI | 250 | <$1K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 22 | <$1K | SH |
| TY | TRI CONTL CORP | 25 | <$1K | SH |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 9 | <$1K | SH |
| ORC | ORCHID IS CAP INC | 100 | <$1K | SH |
| BEP | BROOKFIELD RENEWABLE PARTNER | 22 | <$1K | SH |
| ALAR | ALARUM TECHNOLOGIES LTD | 69 | <$1K | SH |
| RIG | TRANSOCEAN LTD | 130 | <$1K | SH |
| FLGT | FULGENT GENETICS INC | 20 | <$1K | SH |