CAPITAL & PLANNING, LLC

Q1 2025 13F Holdings

  • Location
    jonesboro, GA
  • Num holdings

    34

  • Value ($000)

    $134,669

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.68M
12 %

41,774

V
V

VISA INC

COM CL A
92826C839
$14.88M
11 %

42,468

AMZN
AMZN

AMAZON COM INC

COM
023135106
$14.09M
11 %

74,044

SO
SO

SOUTHERN CO

COM
842587107
$12.60M
9 %

136,996

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$11.33M
8 %

73,238

LLY
LLY

ELI LILLY & CO

COM
532457108
$8.62M
6 %

10,437

MCD
MCD

MCDONALDS CORP

COM
580135101
$5.91M
4 %

18,924

CHD
CHD

CHURCH & DWIGHT CO INC

COM
171340102
$5.18M
4 %

47,023

AAPL
AAPL

APPLE INC

COM
037833100
$5.08M
4 %

22,870

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$4.86M
4 %

39,868

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