CAPITAL & PLANNING, LLC

Q2 2025 13F Holdings

  • Location
    jonesboro, GA
  • Num holdings

    36

  • Value ($000)

    $147,262

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$20.74M
14 %

41,705

AMZN
AMZN

AMAZON COM INC

COM
023135106
$16.34M
11 %

74,458

V
V

VISA INC

COM CL A
92826C839
$15.13M
10 %

42,625

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.00M
9 %

73,781

SO
SO

SOUTHERN CO

COM
842587107
$12.78M
9 %

139,178

LLY
LLY

ELI LILLY & CO

COM
532457108
$8.21M
6 %

10,528

MCD
MCD

MCDONALDS CORP

COM
580135101
$5.66M
4 %

19,388

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$5.08M
3 %

43,012

AAPL
AAPL

APPLE INC

COM
037833100
$4.95M
3 %

24,106

CHD
CHD

CHURCH & DWIGHT CO INC

COM
171340102
$4.69M
3 %

48,789

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