account_balance

Investment manager · 13F filer · SEC CIK 2053750

Capital & Planning, LLC

Reported value$165Mas of Mar 31, 2026
Positions172
Top 10 weight69.0%GOOGL alone is 13%
FiledMay 1848 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GOOGL Alphabet Inc. 12.8% AMZN Amazon.com Inc 9.5% MSFT Microsoft Corp 9.5% SO Southern Co 8.4% V Visa Inc. 7.7% LLY ELI Lilly & Co 6.1% DUK Duke Energy CORP 4.1% AAPL Apple Inc. 4.1% MCD McDonald's Corp 3.8% CAT Caterpillar Inc 3.0% CHD Church & Dwight Co Inc 2.8% NVDA NVIDIA Corp 2.6%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist