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CAPITAL & PLANNING, LLC

Q4 2025 13F Holdings

  • Location
    jonesboro, GA
  • Num holdings

    9

  • Value ($000)

    $21,601

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$6.26M
29 %

19,995

A
AMZN

AMAZON COM INC

COM
023135106
$3.88M
18 %

16,800

V
V

VISA INC

COM CL A
92826C839
$3.5M
16 %

9,990

M
MSFT

MICROSOFT CORP

COM
594918104
$3.01M
14 %

6,225

L
LLY

ELI LILLY & CO

COM
532457108
$2.69M
12 %

2,500

S
SO

SOUTHERN CO

COM
842587107
$1.39M
6 %

15,900

P
PNC

PNC FINL SVCS GROUP INC

COM
693475105
$333.97K
2 %

1,600

X
XNEAX

NUVEEN AMT FREE QLTY MUN INC

COM
670657105
$325.64K
2 %

28,000

A
AAPL

APPLE INC

COM
037833100
$217.49K
1 %

800

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