13FBOX
CAPITAL & PLANNING, LLC · 13F Holdings
Options Calculator Rankings

CAPITAL & PLANNING, LLC

No.7812 Data as of 2026Q1
Latest AUM (Q1 2026)
$164.8M
QoQ Change Q4 2025
+$143.2M+663.1%
Holdings
172
New Buys
163
Adds
8
Reduces
0
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2026 ValueQ1 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALPHABET INCGOOGL
12.79%28.97%$21.1M73,316$6.3M19,995+53,321+266.67%Add
AMAZON COM INCAMZN
9.53%17.95%$15.7M75,387$3.9M16,800+58,587+348.73%Add
MICROSOFT CORPMSFT
9.5%13.94%$15.7M42,288$3.0M6,225+36,063+579.33%Add
SOUTHERN COSO
8.39%6.42%$13.8M143,334$1.4M15,900+127,434+801.47%Add
VISA INCV
7.71%16.22%$12.7M42,066$3.5M9,990+32,076+321.08%Add
ELI LILLY & COLLY
6.07%12.44%$10.0M10,872$2.7M2,500+8,372+334.88%Add
DUKE ENERGY CORP NEWDUK
4.14%$6.8M52,141$00+52,141New Buy
APPLE INCAAPL
4.08%1.01%$6.7M26,529$217,488800+25,729+3,216.13%Add
MCDONALDS CORPMCD
3.81%$6.3M20,186$00+20,186New Buy
CATERPILLAR INCCAT
2.99%$4.9M6,947$00+6,947New Buy
CHURCH & DWIGHTCHD
2.85%$4.7M50,257$00+50,257New Buy
NVIDIA CORPORATIONNVDA
2.58%$4.3M24,409$00+24,409New Buy
PROCTER & GAMBLE COPG
2.57%$4.2M29,297$00+29,297New Buy
TEXAS INSTRS INCTXN
2.52%$4.1M21,363$00+21,363New Buy
META PLATFORMS INCMETA
2.24%$3.7M6,467$00+6,467New Buy
UBER TECHNOLOGIES INCUBER
2.11%$3.5M48,428$00+48,428New Buy
GENERAL DYNAMICS CORPGD
1.97%$3.2M9,465$00+9,465New Buy
IISHARES GOLD TRIAU
1.49%$2.5M27,919$00+27,919New Buy
WASTE MGMT INC DELWM
1.23%$2.0M8,805$00+8,805New Buy
EXXON MOBIL CORPXOM
1.21%$2.0M11,724$00+11,724New Buy
MASTERCARD INCORPORATEDMA
1.11%$1.8M3,670$00+3,670New Buy
WALMART INCWMT
0.94%$1.5M12,402$00+12,402New Buy
NUVEEN AMT FREE QLTY MUN INCNEA
0.9%1.51%$1.5M132,545$325,64028,000+104,545+373.38%Add
HOME DEPOT INCHD
0.68%$1.1M3,399$00+3,399New Buy
INTUITINTU
0.6%$992,8892,296$00+2,296New Buy
UNITEDHEALTH GROUP INCUNH
0.53%$866,7483,203$00+3,203New Buy
ADOBE INC COMADBE
0.52%$863,6433,553$00+3,553New Buy
PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF
0.45%$746,02839,640$00+39,640New Buy
PPACER FDS TR TRENDP US LAR CPPTLC
0.36%$591,62611,278$00+11,278New Buy
LOWES COS INC COMLOW
0.34%$566,2572,397$00+2,397New Buy
CONSTELLATION ENERGY CORPCEG
0.31%$503,3091,802$00+1,802New Buy
ROBINHOOD MKTS INCHOOD
0.27%$452,9676,536$00+6,536New Buy
TESLA INCTSLA
0.27%$452,4271,217$00+1,217New Buy
TAIWAN SEMICONDUCTOR MANUFACTSM
0.22%$359,3391,063$00+1,063New Buy
PPNC FINL SVCS GROUP INC COMVXF
0.2%1.55%$332,9441,600$333,9681,60000.00%Unchanged
YUM BRANDS INC COMYUM
0.18%$292,1461,879$00+1,879New Buy
INTEL CORPINTC
0.16%$265,7076,021$00+6,021New Buy
AAlphabet Inc Class CGOOG
0.15%$255,306890$00+890New Buy
COCA COLA COKO
0.13%$219,7102,889$00+2,889New Buy
MICRON TECHNOLOGY INCMU
0.13%$209,828621$00+621New Buy
POST HLDGS INCPOST
0.13%$209,4372,119$00+2,119New Buy
JOHNSON & JOHNSONJNJ
0.13%$206,366844$00+844New Buy
PALANTIR TECHNOLOGIES INCPLTR
0.12%$193,0901,320$00+1,320New Buy
ORACLE CORPORCL
0.1%$165,2041,123$00+1,123New Buy
NUVEEN MUN CR INCOME FD COM SH BEN INTNZF
0.07%$119,1579,783$00+9,783New Buy
ADVANCED MICRO DEVICES INCAMD
0.06%$101,716500$00+500New Buy
SSPDR SERIES TRUSTSPTM
0.06%$96,3691,219$00+1,219New Buy
FORD MTR COF
0.06%$95,3208,260$00+8,260New Buy
VALERO ENERGY CORP COMVLO
0.04%$74,124300$00+300New Buy
SSTATE STREETSPMD
0.04%$72,7431,228$00+1,228New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow