Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAPITAL & PLANNING, LLC (CIK 2053750) reported $164.8M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($21.1M, 12.79%), AMZN ($15.7M, 9.53%), MSFT ($15.7M, 9.50%), SO ($13.8M, 8.39%), V ($12.7M, 7.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $21.1M | 12.79% | 73,316 | Added |
| 2 | AMZN | AMAZON COM | $15.7M | 9.53% | 75,387 | Added |
| 3 | MSFT | MICROSOFT CORP | $15.7M | 9.50% | 42,288 | Added |
| 4 | SO | SOUTHERN COMPANY | $13.8M | 8.39% | 143,334 | Added |
| 5 | V | VISA INC | $12.7M | 7.71% | 42,066 | Added |
| 6 | LLY | ELI LILLY | $10.0M | 6.07% | 10,872 | Added |
| 7 | DUK | DUKE ENERGY | $6.8M | 4.14% | 52,141 | New |
| 8 | AAPL | APPLE INC | $6.7M | 4.08% | 26,529 | Added |
| 9 | MCD | MCDONALDS CORP | $6.3M | 3.81% | 20,186 | New |
| 10 | CAT | CATERPILLAR INC | $4.9M | 2.99% | 6,947 | New |
| 11 | CHD | CHURCH & DWIGHT | $4.7M | 2.85% | 50,257 | New |
| 12 | NVDA | NVIDIA CORP | $4.3M | 2.58% | 24,409 | New |
| 13 | PG | PROCTER & GAMBLE | $4.2M | 2.57% | 29,297 | New |
| 14 | TXN | TEXAS INSTRUMENTS | $4.1M | 2.52% | 21,363 | New |
| 15 | META | META PLATFORMS | $3.7M | 2.24% | 6,467 | New |
| 16 | UBER | UBER TECHNOLOGIES | $3.5M | 2.11% | 48,428 | New |
| 17 | GD | GENERAL DYNAMICS | $3.2M | 1.97% | 9,465 | New |
| 18 | IAU | ISHARES GOLD | $2.5M | 1.49% | 27,919 | New |
| 19 | WM | WASTE MANAGEMENT | $2.0M | 1.23% | 8,805 | New |
| 20 | XOM | EXXON MOBIL | $2.0M | 1.21% | 11,724 | New |
| 21 | MA | MASTERCARD INC | $1.8M | 1.11% | 3,670 | New |
| 22 | WMT | WALMART INC | $1.5M | 0.94% | 12,402 | New |
| 23 | NEA | NUVEEN AMT | $1.5M | 0.90% | 132,545 | Added |
| 24 | HD | HOME DEPOT | $1.1M | 0.68% | 3,399 | New |
| 25 | INTU | INTUIT INC | $992,889 | 0.60% | 2,296 | New |
Source: SEC Form 13F filings · as of 2026-03-31