Planning Directions »

Loar Holdings shares owned by Planning Directions

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Planning Directions from 13F filings

Historical chart of Planning Directions investment in Loar Holdings

Tip: Access up to 7 years of quarterly data

All positions including Loar Holdings held by Planning Directions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Loar Holdings by Planning Directions

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 3.6k 57.29

More positions owned by Planning Directions

Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Planning Directions

Top funds holding Loar Holdings

Abrams Capital Management
Capital Research and Management Company - Division 3
Vanguard Group
Blackstone Group
Daniel D. Thurber
T. Rowe Price Investment Management
BlackRock
Bamco
State Street Corporation
Federated Investors
Alliancebernstein
UBS Group
Wellington Management Company
Spyglass Capital Management
TimesSquare Capital Management

View all funds holding Loar Holdings