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
M
MSFT

MICROSOFT CORP

COM
594918104
$21.59M
13 %

41,684

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.03M
11 %

74,153

A
AMZN

AMAZON COM INC

COM
023135106
$16.41M
10 %

74,739

V
V

VISA INC

COM CL A
92826C839
$14.75M
9 %

43,219

S
SO

SOUTHERN CO

COM
842587107
$13.44M
8 %

141,773

L
LLY

ELI LILLY & CO

COM
532457108
$8.48M
5 %

11,111

A
AAPL

APPLE INC

COM
037833100
$6.54M
4 %

25,682

M
MCD

MCDONALDS CORP

COM
580135101
$6.13M
4 %

20,170

D
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$5.81M
4 %

46,981

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$4.49M
3 %

45,786

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