The Analysis of CAPITAL & PLANNING, LLC's Holdings
Currently, CAPITAL & PLANNING, LLC holds 39 types of securities in its portfolio with a total value $161.9M. In the most recent quarter, they have increased their positions in TXN (+10.2K shares, valued at $1.9M), HOOD (+5.3K shares, valued at $756.7K), META (+1.0K shares, valued at $734.3K); decreased their positions in XOM (-2.4K shares, valued at $275.1K), ADBE (-368 shares, valued at $129.8K), KO (-1.9K shares, valued at $126.9K); initiated new positions in HOOD (+5.3K shares, valued at $756.7K), POST (+2.6K shares, valued at $280.4K), ORCL (+854 shares, valued at $240.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP41.7K shares-0.05%2025-09-302025-11-04
GOOGL ALPHABET INC74.2K shares0.50%2025-09-302025-11-04 AMZN AMAZON COM INC74.7K shares0.38%2025-09-302025-11-04 V VISA INC43.2K shares1.39%2025-09-302025-11-04 SO SOUTHERN CO141.8K shares1.86%2025-09-302025-11-04 LLY ELI LILLY & CO11.1K shares5.54%2025-09-302025-11-04 AAPL APPLE INC25.7K shares6.54%2025-09-302025-11-04 MCD MCDONALDS CORP20.2K shares4.03%2025-09-302025-11-04 DUK DUKE ENERGY CORP NEW47.0K shares9.23%2025-09-302025-11-04 UBER UBER TECHNOLOGIES INC45.8K shares10.69%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO29.0K shares5.34%2025-09-302025-11-04 CHD CHURCH & DWIGHT CO INC50.7K shares3.95%2025-09-302025-11-04 NVDA NVIDIA CORPORATION22.8K shares11.11%2025-09-302025-11-04 META META PLATFORMS INC5.2K shares23.68%2025-09-302025-11-04 CAT CATERPILLAR INC7.0K shares-0.11%2025-09-302025-11-04 GD GENERAL DYNAMICS CORP8.7K shares7.04%2025-09-302025-11-04 TXN TEXAS INSTRS INC13.6K shares294.81%2025-09-302025-11-04 MA MASTERCARD INCORPORATED3.5K shares23.93%2025-09-302025-11-04 WM WASTE MGMT INC DEL8.6K shares9.01%2025-09-302025-11-04 ADBE ADOBE INC4.7K shares-7.25%2025-09-302025-11-04 XOM EXXON MOBIL CORP14.2K shares-14.70%2025-09-302025-11-04 INTU INTUIT2.3K shares0.48%2025-09-302025-11-04 HD HOME DEPOT INC3.6K shares2.17%2025-09-302025-11-04 NEA NUVEEN AMT FREE QLTY MUN INC126.2K shares0.83%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC3.8K shares-4.87%2025-09-302025-11-04 WMT WALMART INC12.5K shares-3.10%2025-09-302025-11-04 IAU ISHARES GOLD TR14.0K shares57.88%2025-09-302025-11-04 HOOD ROBINHOOD MKTS INC5.3K sharesnew addition2025-09-302025-11-04 PREF PRINCIPAL EXCHANGE TRADED FD38.6K shares0.59%2025-09-302025-11-04 PTLC PACER FDS TR11.2K shares-5.79%2025-09-302025-11-04 LOW LOWES COS INC2.2K shares31.48%2025-09-302025-11-04 CEG CONSTELLATION ENERGY CORP1.5K shares44.02%2025-09-302025-11-04 TSLA TESLA INC1.1K shares7.08%2025-09-302025-11-04 PNC PNC FINL SVCS GROUP INC1.6K shares0.00%2025-09-302025-11-04 YUM YUM BRANDS INC1.9K shares-6.36%2025-09-302025-11-04 POST POST HLDGS INC2.6K sharesnew addition2025-09-302025-11-04 ORCL ORACLE CORP854 sharesnew addition2025-09-302025-11-04 GOOG ALPHABET INC890 sharesnew addition2025-09-302025-11-04 KO COCA COLA CO3.3K shares-37.04%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available