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Portfolio (Quarterly) Guide ↗

Planning Project LLC

· CIK 0002052480
13F Portfolio $398M AUM 144 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 144 New
Page 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALTABA INC XXX 39.0 NEW
142 LEH BROTHERS HLDGS XXX 100.0 NEW
143 WOLFSPEED INC XXX 200.0 NEW
144 SODASTREAM INTL F 100.0 NEW
Page 8 of 8  ·  144 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 68.5%
Financial Services 25.4%
Energy 2.2%
Industrials 1.2%
Real Estate 0.9%
Technology 0.7%
Consumer Cyclical 0.5%
Healthcare 0.4%