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 151–200 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | 458 | $100K–$500K | SH |
| HSIC | HENRY SCHEIN INC | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 7K | $100K–$500K | SH |
| ADBE | ADOBE INC | 715 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 290 | $100K–$500K | SH |
| STE | STERIS PLC | 962 | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| AON | AON PLC | 653 | $100K–$500K | SH |
| AOR | ISHARES TR | 4K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IWO | ISHARES TR | 675 | $100K–$500K | SH |
| IYR | ISHARES TR | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 834 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 364 | $100K–$500K | SH |
| LCNB | LCNB CORP | 13K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | 15K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 736 | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 912 | $100K–$500K | SH |
| INTU | INTUIT | 283 | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 5K | $100K–$500K | SH |
| BA | BOEING CO | 834 | $100K–$500K | SH |
| DXCM | DEXCOM INC | 3K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 606 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 300 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 356 | $100K–$500K | SH |
| IVW | ISHARES TR | 1K | $100K–$500K | SH |
| CLS | CELESTICA INC | 567 | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 2K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 6K | $100K–$500K | SH |
| IWY | ISHARES TR | 559 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 990 | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 783 | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 700 | $100K–$500K | SH |
| IEF | ISHARES TR | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 205 | $100K–$500K | SH |
| VFQY | VANGUARD WELLINGTON FD | 900 | $100K–$500K | SH |
| MCO | MOODYS CORP | 270 | $100K–$500K | SH |
| SO | SOUTHERN CO | 2K | $100K–$500K | SH |
| NUE | NUCOR CORP | 822 | $100K–$500K | SH |