Plancorp, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 361
Total Value: 2523117469
Accession Number: 0001879202-25-000022
Form Type: 13F-HR
CIK: 0001599579
Manager Name: Plancorp, LLC

Data Enrichment

80% identified

290 identified71 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

361 positions • $2,523,117.469K total value

361 positions

Manager:

SEC FilingSEC DataHachi Filing

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25434V203

497150(+0.2%)

Value:

$15.5B(+7.1%)

MICROSOFT CORP

MSFT|594918104

36974(+7.0%)

Value:

$13.9B(-4.7%)

464287150

ITOT|464287150

113588(+57.5%)

Value:

$13.9B(+49.4%)

25434V799

455461

Value:

$12.6B

025072802

175860(+2.0%)

Value:

$12.3B(+9.3%)

025072604

AVEM|025072604

202685(-0.6%)

Value:

$12.2B(+1.8%)

Prologis, Inc.

PLD|74340W103

103997(+2.1%)

Value:

$11.6B(+8.0%)

922908553

VNQ|922908553

124625(+2.5%)

Value:

$11.3B(+4.1%)

ELI LILLY & Co

LLY|532457108

12823(+1.9%)

Value:

$10.6B(+9.0%)

46435G409

339318(-1.9%)

Value:

$10.3B(+9.7%)

922908637

VV|922908637

39327(+533.9%)

Value:

$10.1B(+504.1%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

17644(+178.8%)

Value:

$9.9B(+166.1%)

46435G425

ESGU|46435G425

79363(-10.3%)

Value:

$9.7B(-15.1%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

17826(+3.9%)

Value:

$9.5B(+22.1%)

922908751

VB|922908751

35839(+1270.5%)

Value:

$7.9B(+1164.8%)

46432F842

IEFA|46432F842

101951(-1.1%)

Value:

$7.7B(+6.5%)

808524797

SCHD|808524797

268922(+443.9%)

Value:

$7.5B(+456.7%)

AGNICO EAGLE MINES LTD

AEM|008474108

67323(-6.2%)

Value:

$7.3B(+30.0%)

AMAZON COM INC

AMZN|023135106

38346(+24.7%)

Value:

$7.3B(+8.2%)

HARMONY GOLD MINING CO LTD

HMY|413216300

468156(+0.0%)

Value:

$6.9B(+79.9%)

Instrument	Shares		Other Manager	Value
(cusip25434V203)✕	497.1K	QoQ +0.16% (+816) YoY +36.10% (+131.9K)	All Managers (Combined)	$15.5M	QoQ +7.12% (+$1.0M) YoY +40.64% (+$4.5M)
Microsoft Corp(MSFTcusip594918104)	37.0K	QoQ +6.96% (-2.4K) YoY +9.82% (-3.3K)	All Managers (Combined)	$13.9M	QoQ -4.73% (-$689.5K) YoY -2.00% (-$284.0K)
(ITOTcusip464287150)	113.6K	QoQ +57.51% (+41.5K) YoY -15.92% (-21.5K)	All Managers (Combined)	$13.9M	QoQ +49.41% (+$4.6M) YoY -11.03% (-$1.7M)
(cusip25434V799)✕	455.5K	QoQ NEW(+455.5K) YoY NEW(+455.5K)	All Managers (Combined)	$12.6M	QoQ NEW(+$12.6M) YoY NEW(+$12.6M)
(cusip025072802)✕	175.9K	QoQ +1.96% (+3.4K) YoY +1.96% (+3.4K)	All Managers (Combined)	$12.3M	QoQ +9.26% (+$1.0M) YoY +7.97% (+$905.6K)
(AVEMcusip025072604)	202.7K	QoQ -0.57% (-1.2K) YoY -4.00% (-8.5K)	All Managers (Combined)	$12.2M	QoQ +1.75% (-$210.3K) YoY -0.34% (-$42.7K)
Prologis, Inc.(PLDcusip74340W103)	104.0K	QoQ +2.12% (+2.2K) YoY +13.16% (-12.1K)	All Managers (Combined)	$11.6M	QoQ +8.00% (+$861.8K) YoY -2.85% (-$341.1K)
(VNQcusip922908553)	124.6K	QoQ +2.45% (+3.0K) YoY -1.21% (-1.5K)	All Managers (Combined)	$11.3M	QoQ +4.13% (+$448.0K) YoY +3.42% (-$373.4K)
Eli Lilly & Co(LLYcusip532457108)	12.8K	QoQ +1.88% (+237) YoY +3.80% (+470)	All Managers (Combined)	$10.6M	QoQ +8.99% (+$874.3K) YoY +10.20% (+$980.7K)
(cusip46435G409)✕	339.3K	QoQ -1.92% (-6.6K) YoY -6.48% (-23.5K)	All Managers (Combined)	$10.3M	QoQ +9.65% (-$905.6K) YoY +0.40% (-$41.9K)
(VVcusip922908637)	39.3K	QoQ +533.89% (+33.1K) YoY +591.88% (+33.6K)	All Managers (Combined)	$10.1M	QoQ +504.11% (+$8.4M) YoY +641.72% (+$8.7M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	17.6K	QoQ +178.78% (+11.3K) YoY +188.67% (+11.5K)	All Managers (Combined)	$9.9M	QoQ +166.07% (+$6.2M) YoY +208.72% (+$6.7M)
(ESGUcusip46435G425)	79.4K	QoQ -10.27% (-9.1K) YoY -20.84% (-20.9K)	All Managers (Combined)	$9.7M	QoQ -15.09% (-$1.7M) YoY -16.06% (-$1.9M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	17.8K	QoQ +3.93% (+675) YoY +11.26% (+1.8K)	All Managers (Combined)	$9.5M	QoQ +22.11% (+$1.7M) YoY +40.91% (+$2.8M)
(VBcusip922908751)	35.8K	QoQ +1270.51% (+33.2K) YoY +1462.29% (+33.5K)	All Managers (Combined)	$7.9M	QoQ +1164.81% (+$7.3M) YoY +1415.53% (+$7.4M)
(IEFAcusip46432F842)	102.0K	QoQ -1.05% (-1.1K) YoY -6.69% (-7.3K)	All Managers (Combined)	$7.7M	QoQ +6.50% (-$470.8K) YoY -4.89% (-$397.1K)
(SCHDcusip808524797)	268.9K	QoQ +443.94% (+219.5K) YoY +1295.61% (+249.7K)	All Managers (Combined)	$7.5M	QoQ +456.69% (+$6.2M) YoY +383.94% (+$6.0M)
Agnico Eagle Mines Ltd(AEMcusip008474108)	67.3K	QoQ -6.18% (-4.4K) YoY -9.85% (-7.4K)	All Managers (Combined)	$7.3M	QoQ +30.04% (-$1.7M) YoY +63.82% (-$2.8M)
Amazon Com Inc(AMZNcusip023135106)	38.3K	QoQ +24.71% (+7.6K) YoY +25.50% (+7.8K)	All Managers (Combined)	$7.3M	QoQ +8.15% (+$549.9K) YoY +32.37% (+$1.8M)
Harmony Gold Mining Co Ltd(HMYcusip413216300)	468.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.9M	QoQ +79.90% (+$3.1M) YoY +80.78% (+$3.1M)