Plancorp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  null,
  "AGI.TO",
  "IMO",
  "RF",
  "FWONK",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  null,
  "GOOGL",
  "RIOT",
  "AXP",
  "T",
  "BLK",
  "ENR",
  "CAT",
  null,
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "BDJ",
  "ARCC",
  "FELE",
  "BSX",
  null,
  null,
  "LNC",
  null,
  "DUK",
  "EARN",
  "RXRX",
  "SAND",
  "RC",
  "EXPE",
  null,
  "BUSE",
  "MVT",
  null,
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  "INTU",
  "APPS",
  "FNV",
  "UNP",
  "QCOM",
  "FBRT",
  "ISRG",
  null,
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  "IONS",
  "NAK",
  "CEV",
  "NBH",
  "MYI",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "LIN",
  null,
  "BNY",
  "MPC",
  "MMC",
  "MA",
  "EXEL",
  "MSFT",
  "MDLZ",
  null,
  "MS",
  null,
  "TMUS",
  "ESE",
  "GE",
  "HMY",
  null,
  "NVS",
  null,
  "ORLY",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "GBDC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MSTR",
  "REGN",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  "NOW",
  "SHOP",
  "RS",
  "ROP",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "UBER",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "SCHW",
  "EPC",
  null,
  "VWO",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  "PRF",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "TSCO",
  "MMD",
  "NMCO",
  "IWO",
  "TSM",
  "VYM",
  "VRTX",
  null,
  "TT",
  "VRT",
  null,
  "RGLD",
  "AEE",
  "SF",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "F",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "RFMZ",
  null,
  "CAH",
  "EFSC",
  "GNLX",
  null,
  "DHI",
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  "HCA",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VBK",
  "BNDX",
  "MGV",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WPM",
  "WWD",
  "YUM",
  null,
  null,
  "POST",
  "MTB",
  "CNQ",
  "AEM",
  "SCHD",
  "BIIB",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  "RDDT",
  "SYY",
  "DIA",
  "IUSV",
  "GEV",
  "MCK",
  null,
  "PAAS",
  null,
  "ESGU",
  "FDX",
  "KMB",
  "AUR",
  "ADP",
  "AZO",
  "BAC",
  null,
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BRBR",
  "BTBT",
  "BA",
  "BMY",
  "CLMT",
  "CARR",
  "CNC",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CDE",
  "CBSH",
  "CMCSA",
  "CL",
  "COP",
  "CPRT",
  "COST",
  "GLW",
  "CTVA",
  "DHR",
  "DE",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

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: plancorp
Manager Name: Plancorp

Data Enrichment

80% identified

290 identified71 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

361 positions • $2.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:11.0K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.5B)

025072364

Shares:47.4K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.5B)

PFIZER INC

PFE|717081103

Shares:105.4K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.5B)

464287200

IVV|464287200

Shares:4.7K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.5B)

922908744

VTV|922908744

Shares:15.2K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.5B)

921937827

BSV|921937827

Shares:33.0K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.5B)

Tesla, Inc.

TSLA|88160R101

Shares:9.9K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.5B)

Merck & Co., Inc.

MRK|58933Y105

Shares:27.8K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.5B)

Alphabet Inc.

GOOG|02079K107

Shares:15.4K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.5B)

46436E718

Shares:23.8K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.5B)

922908611

VBR|922908611

Shares:12.7K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.5B)

GENERAL ELECTRIC CO

GE|369604301

Shares:11.8K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.5B)

025072349

Shares:35.6K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.5B)

VISA INC.

V|92826C839

Shares:6.5K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.5B)

464287614

IWF|464287614

Shares:6.2K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.5B)

25434V617

Shares:35.8K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.5B)

464287804

IJR|464287804

Shares:20.8K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.5B)

025072158

Shares:32.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.5B)

HOME DEPOT, INC.

HD|437076102

Shares:5.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.5B)

808524300

SCHG|808524300

Shares:79.9K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	11.0K	QoQ +11.53% (+1.1K) YoY +34.65% (+2.8K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.5B)	QoQ +14.13% (+$333.1K) YoY +64.90% (+$1.1M)
(cusip025072364)✕	47.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.5B)	QoQ +9.21% (+$226.5K) YoY +4.80% (+$123.2K)
PFIZER INC(PFEcusip717081103)	105.4K	QoQ +7.52% (+7.4K) YoY +13.52% (+12.6K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.5B)	QoQ +2.70% (+$70.3K) YoY +3.66% (+$94.5K)
(IVVcusip464287200)	4.7K	QoQ +3.77% (-170) YoY +21.85% (+838)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.5B)	QoQ -0.92% (-$24.6K) YoY +30.26% (+$609.9K)
(VTVcusip922908744)	15.2K	QoQ +1.88% (+281) YoY +7.34% (+1.0K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.5B)	QoQ +3.95% (+$99.8K) YoY +13.85% (+$318.9K)
(BSVcusip921937827)	33.0K	QoQ +3.94% (+1.3K) YoY +4.79% (+1.5K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.5B)	QoQ +5.30% (+$130.1K) YoY +6.99% (+$168.9K)
Tesla, Inc.(TSLAcusip88160R101)	9.9K	QoQ +1.19% (-117) YoY -50.41% (-10.1K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.5B)	QoQ -35.05% (-$1.4M) YoY -26.89% (-$946.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	27.8K	QoQ +0.01% (-5) YoY +34.03% (-7.0K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.5B)	QoQ -9.75% (-$269.2K) YoY -8.82% (-$241.0K)
Alphabet Inc.(GOOGcusip02079K107)	15.4K	QoQ +36.59% (+4.1K) YoY +70.19% (+6.3K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.5B)	QoQ +12.05% (+$258.7K) YoY +74.63% (+$1.0M)
(cusip46436E718)✕	23.8K	QoQ NEW(+23.8K) YoY NEW(+23.8K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.5B)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(VBRcusip922908611)	12.7K	QoQ +0.74% (-94) YoY +8.75% (+1.0K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.5B)	QoQ -5.30% (-$132.7K) YoY +5.58% (+$125.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	11.8K	QoQ +9.40% (+1.0K) YoY -1.53% (-185)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.5B)	QoQ +31.28% (+$564.6K) YoY +12.27% (-$259.0K)
(cusip025072349)✕	35.6K	QoQ 0.00% (-0) YoY +9.88% (+3.2K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.5B)	QoQ -2.33% (-$55.5K) YoY +11.51% (+$239.4K)
VISA INC.(Vcusip92826C839)	6.5K	QoQ +20.16% (+1.1K) YoY +34.46% (+1.7K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.5B)	QoQ +33.24% (+$570.2K) YoY +68.85% (+$931.7K)
(IWFcusip464287614)	6.2K	QoQ +30.36% (+1.5K) YoY +45.50% (+2.0K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.5B)	QoQ +17.22% (+$331.1K) YoY +55.87% (+$807.9K)
(cusip25434V617)✕	35.8K	QoQ +485.86% (+29.7K) YoY NEW(+35.8K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.5B)	QoQ +474.79% (+$1.8M) YoY NEW(+$2.2M)
(IJRcusip464287804)	20.8K	QoQ +8.88% (-1.7K) YoY +6.24% (+1.2K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.5B)	QoQ -1.17% (-$25.8K) YoY +0.52% (+$11.4K)
(cusip025072158)✕	32.6K	QoQ +11.94% (+3.5K) YoY +33.29% (+8.2K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.5B)	QoQ +6.39% (+$126.0K) YoY +38.44% (+$582.1K)
HOME DEPOT, INC.(HDcusip437076102)	5.6K	QoQ +10.36% (+528) YoY +23.72% (+1.1K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.5B)	QoQ +3.98% (+$79.0K) YoY +18.22% (+$317.6K)
(SCHGcusip808524300)	79.9K	QoQ +74.68% (+34.1K) YoY +598.90% (+68.4K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.5B)	QoQ +56.94% (+$725.6K) YoY +88.74% (+$940.3K)