CAPITAL & PLANNING, LLC

Q3 2025 13F Holdings

  • Location
    jonesboro, GA
  • Num holdings

    39

  • Value ($000)

    $161,924

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0002053750
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$21.59 M
13 %

41,684

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.03 M
11 %

74,153

AMZN
AMZN

AMAZON COM INC

COM
023135106
$16.41 M
10 %

74,739

V
V

VISA INC

COM CL A
92826C839
$14.75 M
9 %

43,219

SO
SO

SOUTHERN CO

COM
842587107
$13.44 M
8 %

141,773

LLY
LLY

ELI LILLY & CO

COM
532457108
$8.48 M
5 %

11,111

AAPL
AAPL

APPLE INC

COM
037833100
$6.54 M
4 %

25,682

MCD
MCD

MCDONALDS CORP

COM
580135101
$6.13 M
4 %

20,170

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$5.81 M
4 %

46,981

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$4.49 M
3 %

45,786

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