CAPITAL & PLANNING, LLC
CAPITAL & PLANNING, LLC reported 45 positions worth $193.7M as of June 30, 2026 (13F filed September 2, 2026). Largest holding: GOOGL (13.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $26.5M | 13.71% | 74,285 | — | — | |
| ▸ 2 | AMZN | SH | $18.7M | 9.64% | 78,295 | — | — | |
| ▸ 3 | MSFT | SH | $16.6M | 8.59% | 44,584 | — | — | |
| ▸ 4 | V | SH | $14.4M | 7.44% | 42,000 | — | — | |
| ▸ 5 | SO | SH | $14.4M | 7.44% | 150,547 | — | — | |
| ▸ 6 | LLY | SH | $13.5M | 6.98% | 11,273 | — | — | |
| ▸ 7 | AAPL | SH | $8.4M | 4.34% | 29,050 | — | — | |
| ▸ 8 | TXN | SH | $7.5M | 3.85% | 24,996 | — | — | |
| ▸ 9 | CAT | SH | $7.4M | 3.84% | 6,983 | — | — | |
| ▸ 10 | DUK | SH | $7.4M | 3.81% | 58,318 | — | — |
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Frequently Asked Questions
What stocks does CAPITAL & PLANNING, LLC hold as of Q2 2026?
CAPITAL & PLANNING, LLC reported 45 positions worth $193.7M in its Q2 2026 13F filing. Largest positions: GOOGL (13.7%), AMZN (9.6%), MSFT (8.6%), V (7.4%) and SO (7.4%).
What did CAPITAL & PLANNING, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CAPITAL & PLANNING, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.