CAPITAL & PLANNING, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2053750
Institutional-grade research for retail investors
13F Reported Value
ⓘ$164.8M
Holdings
172
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CAPITAL & PLANNING, LLC disclosed 172 positions worth $164.8M in its Form 13F-HR for Q1 2026, led by $GOOG (Alphabet Inc.) at 12.8% of the equity portfolio, followed by $AMZN and $MSFT. During the quarter the fund opened 162 new positions and exited 0 — including a new stake in $DUK. The portfolio is most concentrated in Technology (38.0% of disclosed assets). All figures are sourced directly from CAPITAL & PLANNING, LLC’s Form 13F-HR filing with the SEC under CIK 2053750.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyConsumer DiscretionaryUtilitiesFinancialsHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 80.2#45
Quality
$21.1M73,316 sh - 74.6#152
Quality
$15.7M75,387 sh - 83.7#15
Quality
$15.7M42,288 sh - 65.1
Quality
$13.8M143,334 sh - 83.5
Quality
$12.7M42,066 sh - 89.3
Quality
$10.0M10,872 sh - 64.0
Quality
$6.8M52,141 sh - 76.1
Quality
$6.7M26,529 sh - 73.9
Quality
$6.3M20,186 sh - 67.8
Quality
$4.9M6,947 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 80.2#45 | $21.1M | 73,316 |
 AMAZON COM INC$AMZN | 74.6#152 | $15.7M | 75,387 |
 MICROSOFT CORP$MSFT | 83.7#15 | $15.7M | 42,288 |
 SOUTHERN CO$SO | 65.1 | $13.8M | 143,334 |
 VISA INC.$V | 83.5 | $12.7M | 42,066 |
 ELI LILLY & Co$LLY | 89.3 | $10.0M | 10,872 |
 Duke Energy CORP$DUK | 64.0 | $6.8M | 52,141 |
 Apple Inc.$AAPL | 76.1 | $6.7M | 26,529 |
 MCDONALDS CORP$MCD | 73.9 | $6.3M | 20,186 |
 CATERPILLAR INC$CAT | 67.8 | $4.9M | 6,947 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CAPITAL & PLANNING, LLC's 172 positions.
Showing top 10 of 172 holdings.
Sector Allocation
Technology
$62.7M
Consumer Discretionary
$25.5M
Utilities
$23.2M
Financials
$18.2M
Healthcare
$11.1M
Consumer Staples
$9.4M
Industrials
$8.9M
Other
$3.5M
Full Holdings — CAPITAL & PLANNING, LLC (Q1 2026)
All 172 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $21.1M | 12.8% | +267% | 80.2 |
| 2 | $AMZN | AMAZON COM INC | $15.7M | 9.5% | +349% | 74.6 |
| 3 | $MSFT | MICROSOFT CORP | $15.7M | 9.5% | +579% | 83.7 |
| 4 | $SO | SOUTHERN CO | $13.8M | 8.4% | +801% | 65.1 |
| 5 | $V | VISA INC. | $12.7M | 7.7% | +321% | 83.5 |
| 6 | $LLY | ELI LILLY & Co | $10.0M | 6.1% | +335% | 89.3 |
| 7 | $DUK | Duke Energy CORP | $6.8M | 4.1% | NEW | 64 |
| 8 | $AAPL | Apple Inc. | $6.7M | 4.1% | +3216% | 76.1 |
| 9 | $MCD | MCDONALDS CORP | $6.3M | 3.8% | NEW | 73.9 |
| 10 | $CAT | CATERPILLAR INC | $4.9M | 3.0% | NEW | 67.8 |
| 11 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $4.7M | 2.9% | NEW | 65.3 |
| 12 |  $NVDA | NVIDIA CORP | $4.3M | 2.6% | NEW | 90.2 |
| 13 |  $PG | PROCTER & GAMBLE Co | $4.2M | 2.6% | NEW | 72.9 |
| 14 |  $TXN | TEXAS INSTRUMENTS INC | $4.1M | 2.5% | NEW | 70.4 |
| 15 |  $META | Meta Platforms, Inc. | $3.7M | 2.2% | NEW | 80.9 |
| 16 |  $UBER | Uber Technologies, Inc | $3.5M | 2.1% | NEW | 79.3 |
| 17 |  $GD | GENERAL DYNAMICS CORP | $3.2M | 2.0% | NEW | 73 |
| 18 |  $IAU | ISHARES GOLD TRUST | $2.5M | 1.5% | NEW | — |
| 19 |  $WM | WASTE MANAGEMENT INC | $2.0M | 1.2% | NEW | 70.7 |
| 20 |  $XOM | EXXON MOBIL CORP | $2.0M | 1.2% | NEW | 61.8 |
| 21 |  $MA | Mastercard Inc | $1.8M | 1.1% | NEW | 81.7 |
| 22 |  $WMT | Walmart Inc. | $1.5M | 0.9% | NEW | 63.2 |
| 23 | — | NUVEEN AMT - MF Closed and MF Open | $1.5M | 0.9% | +373% | — |
| 24 |  $HD | HOME DEPOT, INC. | $1.1M | 0.7% | NEW | 69.2 |
| 25 |  $INTU | INTUIT INC. | $992,889 | 0.6% | NEW | 82 |
| 26 |  $UNH | UNITEDHEALTH GROUP INC | $866,748 | 0.5% | NEW | 66.8 |
| 27 |  $ADBE | ADOBE INC. | $863,643 | 0.5% | NEW | 80.4 |
| 28 | — | PRINCIPAL SPECTRUM - MF Closed and MF Open | $746,028 | 0.5% | NEW | — |
| 29 | — | PACER TRENDPILOT - MF Closed and MF Open | $591,626 | 0.4% | NEW | — |
| 30 |  $LOW | LOWES COMPANIES INC | $566,257 | 0.3% | NEW | 63.5 |
| 31 |  $CEG | Constellation Energy Corp | $503,309 | 0.3% | NEW | 62.5 |
| 32 |  $HOOD | Robinhood Markets, Inc. | $452,967 | 0.3% | NEW | 75.8 |
| 33 |  $TSLA | Tesla, Inc. | $452,427 | 0.3% | NEW | 50.1 |
| 34 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $359,339 | 0.2% | NEW | — |
| 35 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $332,944 | 0.2% | +0% | 70.9 |
| 36 |  $YUM | YUM BRANDS INC | $292,146 | 0.2% | NEW | 71.7 |
| 37 |  $INTC | INTEL CORP | $265,707 | 0.2% | NEW | 41.5 |
| 38 |  $GOOGL | Alphabet Inc. | $255,306 | 0.1% | NEW | 80.2 |
| 39 |  $KO | COCA COLA CO | $219,710 | 0.1% | NEW | 74 |
| 40 |  $MU | MICRON TECHNOLOGY INC | $209,828 | 0.1% | NEW | 88.4 |
| 41 |  $POST | Post Holdings, Inc. | $209,437 | 0.1% | NEW | 53.8 |
| 42 |  $JNJ | JOHNSON & JOHNSON | $206,366 | 0.1% | NEW | 72.8 |
| 43 |  $PLTR | Palantir Technologies Inc. | $193,090 | 0.1% | NEW | 85.8 |
| 44 |  $ORCL | ORACLE CORP | $165,204 | 0.1% | NEW | 67.2 |
| 45 |  $NZF | Nuveen Municipal Credit Income Fund | $119,157 | 0.1% | NEW | — |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $101,716 | 0.1% | NEW | 78.8 |
| 47 | — | STATE STREET - MF Closed and MF Open | $96,369 | 0.1% | NEW | — |
| 48 |  $F | FORD MOTOR CO | $95,320 | 0.1% | NEW | 58.5 |
| 49 |  $VLO | VALERO ENERGY CORP/TX | $74,124 | 0.0% | NEW | 51.4 |
| 50 | — | STATE STREET - MF Closed and MF Open | $72,743 | 0.0% | NEW | — |
| 51 | — | STATE STREET - MF Closed and MF Open | $66,653 | 0.0% | NEW | — |
| 52 |  $BABA | Alibaba Group Holding Ltd | $60,507 | 0.0% | NEW | — |
| 53 |  $GLD | SPDR GOLD TRUST | $55,938 | 0.0% | NEW | — |
| 54 |  $VZ | VERIZON COMMUNICATIONS INC | $52,459 | 0.0% | NEW | 71.6 |
| 55 |  $AFL | AFLAC INC | $49,918 | 0.0% | NEW | 60.3 |
| 56 | — | ISHARES CORE - MF Closed and MF Open | $48,959 | 0.0% | NEW | — |
| 57 |  $ALL | ALLSTATE CORP | $47,688 | 0.0% | NEW | 76.6 |
| 58 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $43,734 | 0.0% | NEW | 76.3 |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $43,607 | 0.0% | NEW | 64.5 |
| 60 |  $LMT | LOCKHEED MARTIN CORP | $42,308 | 0.0% | NEW | 65 |
| 61 | — | VANGUARD TOTAL - MF Closed and MF Open | $40,502 | 0.0% | NEW | — |
| 62 |  $KMB | KIMBERLY CLARK CORP | $38,588 | 0.0% | NEW | 61.7 |
| 63 | — | PACER US - MF Closed and MF Open | $38,287 | 0.0% | NEW | — |
| 64 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $38,206 | 0.0% | NEW | 50.6 |
| 65 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $36,201 | 0.0% | NEW | — |
| 66 | — | ISHARES CORE - MF Closed and MF Open | $33,967 | 0.0% | NEW | — |
| 67 |  $STZ | CONSTELLATION BRANDS, INC. | $30,000 | 0.0% | NEW | 65 |
| 68 |  $JPM | JPMORGAN CHASE & CO | $29,416 | 0.0% | NEW | 35.6 |
| 69 |  $MRVL | Marvell Technology, Inc. | $29,121 | 0.0% | NEW | 77.3 |
| 70 |  $MRK | Merck & Co., Inc. | $26,464 | 0.0% | NEW | 70.9 |
| 71 |  $BAC | BANK OF AMERICA CORP /DE/ | $24,019 | 0.0% | NEW | 68.4 |
| 72 |  $ED | CONSOLIDATED EDISON INC | $22,636 | 0.0% | NEW | 71.6 |
| 73 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $21,649 | 0.0% | NEW | — |
| 74 |  $WY | WEYERHAEUSER CO | $20,363 | 0.0% | NEW | 52.9 |
| 75 |  $AMAT | APPLIED MATERIALS INC /DE | $20,166 | 0.0% | NEW | 74.8 |
| 76 |  $AVGO | Broadcom Inc. | $20,118 | 0.0% | NEW | 86.4 |
| 77 | — | VANGUARD VALUE - MF Closed and MF Open | $20,012 | 0.0% | NEW | — |
| 78 |  $ET | Energy Transfer LP | $19,493 | 0.0% | NEW | 64.5 |
| 79 |  $DIS | Walt Disney Co | $19,372 | 0.0% | NEW | 68.9 |
| 80 |  $IVZ | Invesco Ltd. | $19,192 | 0.0% | NEW | — |
| 81 |  $BP | BP PLC | $18,800 | 0.0% | NEW | — |
| 82 |  $ADI | ANALOG DEVICES INC | $17,180 | 0.0% | NEW | 76.2 |
| 83 |  $DELL | Dell Technologies Inc. | $16,577 | 0.0% | NEW | 76 |
| 84 |  $CAH | CARDINAL HEALTH INC | $15,696 | 0.0% | NEW | 58.6 |
| 85 | $IVZ | Invesco Ltd. | $15,184 | 0.0% | NEW | — |
| 86 | $IVZ | Invesco Ltd. | $14,949 | 0.0% | NEW | — |
| 87 |  $IVR | Invesco Mortgage Capital Inc. | $14,496 | 0.0% | NEW | — |
| 88 | — | ISHARES CORE - MF Closed and MF Open | $14,032 | 0.0% | NEW | — |
| 89 |  $GM | General Motors Co | $13,753 | 0.0% | NEW | 58.7 |
| 90 |  $DMAC | DiaMedica Therapeutics Inc. | $13,547 | 0.0% | NEW | — |
| 91 |  $NFLX | NETFLIX INC | $13,462 | 0.0% | NEW | 86.7 |
| 92 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $13,338 | 0.0% | NEW | 74.4 |
| 93 |  $ECL | ECOLAB INC. | $13,035 | 0.0% | NEW | 64.3 |
| 94 | — | VANGUARD S&P - MF Closed and MF Open | $12,549 | 0.0% | NEW | — |
| 95 | — | ISHARES S&P - MF Closed and MF Open | $11,788 | 0.0% | NEW | — |
| 96 |  $VRSK | Verisk Analytics, Inc. | $11,385 | 0.0% | NEW | 77.3 |
| 97 |  $LH | LABCORP HOLDINGS INC. | $10,406 | 0.0% | NEW | 54.8 |
| 98 |  $C | CITIGROUP INC | $9,748 | 0.0% | NEW | 54.8 |
| 99 |  $SHW | SHERWIN WILLIAMS CO | $9,617 | 0.0% | NEW | 65.3 |
| 100 |  $UL | UNILEVER PLC | $9,286 | 0.0% | NEW | — |
| 101 |  $GIS | GENERAL MILLS INC | $9,044 | 0.0% | NEW | 64.1 |
| 102 |  $ALLY | Ally Financial Inc. | $8,709 | 0.0% | NEW | 69.3 |
| 103 |  $CRM | Salesforce, Inc. | $8,400 | 0.0% | NEW | 75.2 |
| 104 |  $SHOP | SHOPIFY INC. | $8,185 | 0.0% | NEW | — |
| 105 | — | FIRST TRUST - MF Closed and MF Open | $7,620 | 0.0% | NEW | — |
| 106 |  $PANW | Palo Alto Networks Inc | $7,375 | 0.0% | NEW | 66.5 |
| 107 |  $ANET | Arista Networks, Inc. | $7,367 | 0.0% | NEW | 86 |
| 108 |  $BLD | QXO Insulation, LLC | $7,026 | 0.0% | NEW | 62 |
| 109 |  $NEE | NEXTERA ENERGY INC | $6,966 | 0.0% | NEW | 71.7 |
| 110 | — | SCHWAB FUNDAMENTAL - MF Closed and MF Open | $6,935 | 0.0% | NEW | — |
| 111 |  $DHI | HORTON D R INC /DE/ | $6,861 | 0.0% | NEW | 54.6 |
| 112 |  $FICO | FAIR ISAAC CORP | $6,405 | 0.0% | NEW | 75.6 |
| 113 | — | VANGUARD INFORMATION - MF Closed and MF Open | $6,327 | 0.0% | NEW | — |
| 114 | — | ISHARES S&P - MF Closed and MF Open | $6,301 | 0.0% | NEW | — |
| 115 |  $O | REALTY INCOME CORP | $6,118 | 0.0% | NEW | 74.6 |
| 116 | — | VANGUARD LARGE - MF Closed and MF Open | $5,553 | 0.0% | NEW | — |
| 117 | — | GLOBAL SUPERDIVIDEND - MF Closed and MF Open | $5,406 | 0.0% | NEW | — |
| 118 |  $PFH | PRUDENTIAL FINANCIAL INC | $5,373 | 0.0% | NEW | 58.6 |
| 119 |  $CCL | Carnival Corp Ltd. | $5,176 | 0.0% | NEW | — |
| 120 |  $TTEK | TETRA TECH INC | $5,120 | 0.0% | NEW | 63 |
| 121 |  $RTX | RTX Corp | $4,823 | 0.0% | NEW | 70 |
| 122 |  $PHM | PULTEGROUP INC/MI/ | $4,704 | 0.0% | NEW | 65.1 |
| 123 |  $SPY | SPDR S&P 500 ETF TRUST | $4,552 | 0.0% | NEW | — |
| 124 |  $LRCX | LAM RESEARCH CORP | $4,273 | 0.0% | NEW | 82.4 |
| 125 |  $DOW | DOW INC. | $4,165 | 0.0% | NEW | 38 |
| 126 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $3,950 | 0.0% | NEW | 47.2 |
| 127 |  $NXPI | NXP Semiconductors N.V. | $3,937 | 0.0% | NEW | — |
| 128 |  $ETN | Eaton Corp plc | $3,934 | 0.0% | NEW | — |
| 129 |  $SPG | SIMON PROPERTY GROUP INC. | $3,731 | 0.0% | NEW | 76.9 |
| 130 | — | ISHARES CORE - MF Closed and MF Open | $3,532 | 0.0% | NEW | — |
| 131 | — | VANGUARD GROWTH - MF Closed and MF Open | $3,494 | 0.0% | NEW | — |
| 132 |  $MCK | MCKESSON CORP | $3,461 | 0.0% | NEW | 63.7 |
| 133 | — | VANGUARD MID - MF Closed and MF Open | $3,446 | 0.0% | NEW | — |
| 134 |  $NSC | NORFOLK SOUTHERN CORP | $3,444 | 0.0% | NEW | 70.8 |
| 135 |  $SLV | iShares Silver Trust | $3,407 | 0.0% | NEW | — |
| 136 |  $TT | Trane Technologies plc | $3,334 | 0.0% | NEW | — |
| 137 |  $PGR | PROGRESSIVE CORP/OH/ | $3,172 | 0.0% | NEW | 83.6 |
| 138 |  $PWR | QUANTA SERVICES, INC. | $2,745 | 0.0% | NEW | 62.6 |
| 139 | — | STATE STREET - MF Closed and MF Open | $2,598 | 0.0% | NEW | — |
| 140 | — | VANGUARD S&P - MF Closed and MF Open | $2,446 | 0.0% | NEW | — |
| 141 |  $SPOT | Spotify Technology S.A. | $2,425 | 0.0% | NEW | — |
| 142 |  $TDG | TransDigm Group INC | $2,318 | 0.0% | NEW | 75.4 |
| 143 |  $BX | Blackstone Inc. | $2,300 | 0.0% | NEW | 68 |
| 144 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2,233 | 0.0% | NEW | 76.6 |
| 145 | — | VANGUARD MEGA - MF Closed and MF Open | $2,205 | 0.0% | NEW | — |
| 146 | — | ISHARES RUSSELL - MF Closed and MF Open | $2,158 | 0.0% | NEW | — |
| 147 | — | STATE STREET - MF Closed and MF Open | $2,156 | 0.0% | NEW | — |
| 148 |  $SNPS | SYNOPSYS INC | $1,586 | 0.0% | NEW | 63.1 |
| 149 | — | VANGUARD MID - MF Closed and MF Open | $1,544 | 0.0% | NEW | — |
| 150 | — | STATE STREET - MF Closed and MF Open | $1,539 | 0.0% | NEW | — |
| 151 |  $KKR | KKR & Co. Inc. | $1,480 | 0.0% | NEW | 49.8 |
| 152 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $1,280 | 0.0% | NEW | 72.9 |
| 153 |  $SBUX | STARBUCKS CORP | $1,254 | 0.0% | NEW | 54.6 |
| 154 | — | ISHARES MORNINGSTAR - MF Closed and MF Open | $1,096 | 0.0% | NEW | — |
| 155 |  $GWW | W.W. GRAINGER, INC. | $1,091 | 0.0% | NEW | 69.5 |
| 156 |  $NOW | ServiceNow, Inc. | $1,046 | 0.0% | NEW | 76 |
| 157 | — | VANGUARD TOTAL - MF Closed and MF Open | $962 | 0.0% | NEW | — |
| 158 |  $DJT | Trump Media & Technology Group Corp. | $807 | 0.0% | NEW | 22.2 |
| 159 |  $RBLX | Roblox Corp | $566 | 0.0% | NEW | 53.7 |
| 160 |  $ONON | On Holding AG | $510 | 0.0% | NEW | — |
| 161 |  $CELH | Celsius Holdings, Inc. | $461 | 0.0% | NEW | 63 |
| 162 |  $IRON | Disc Medicine, Inc. | $384 | 0.0% | NEW | — |
| 163 |  $SOUN | SOUNDHOUND AI, INC. | $344 | 0.0% | NEW | 32.3 |
| 164 |  $RIVN | Rivian Automotive, Inc. / DE | $301 | 0.0% | NEW | 36 |
| 165 |  $GLW | CORNING INC /NY | $272 | 0.0% | NEW | 72.7 |
| 166 |  $KODK | EASTMAN KODAK CO | $226 | 0.0% | NEW | 32 |
| 167 |  $GILD | GILEAD SCIENCES, INC. | $139 | 0.0% | NEW | 77.8 |
| 168 |  $WBD | Warner Bros. Discovery, Inc. | $137 | 0.0% | NEW | 42.1 |
| 169 | — | STATE STREET - MF Closed and MF Open | $98 | 0.0% | NEW | — |
| 170 | — | STATE STREET - MF Closed and MF Open | $92 | 0.0% | NEW | — |
| 171 |  $SHAK | Shake Shack Inc. | $88 | 0.0% | NEW | 54.5 |
| 172 |  $DKNG | DraftKings Inc. | $86 | 0.0% | NEW | 54 |
New Positions (162)
$DUK Duke Energy CORP$6.8M$MCD MCDONALDS CORP$6.3M$CAT CATERPILLAR INC$4.9M$CHD CHURCH & DWIGHT CO INC /DE/$4.7M$NVDA NVIDIA CORP$4.3M$PG PROCTER & GAMBLE Co$4.2M$TXN TEXAS INSTRUMENTS INC$4.1M$META Meta Platforms, Inc.$3.7M$UBER Uber Technologies, Inc$3.5M$GD GENERAL DYNAMICS CORP$3.2M$IAU ISHARES GOLD TRUST$2.5M$WM WASTE MANAGEMENT INC$2.0M$XOM EXXON MOBIL CORP$2.0M$MA Mastercard Inc$1.8M$WMT Walmart Inc.$1.5MBrowse Top Institutional Investors
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