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CAPITAL & PLANNING, LLC

Q1 2026 13F Holdings

  • Location
    jonesboro, GA
  • Num holdings

    172

  • Value ($000)

    $164,830

  • Date Filed
    05/18/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

COMMON STOCK
02079K305
$21.08M
13 %

73,316

A
AMZN

AMAZON COM

COMMON STOCK
023135106
$15.7M
10 %

75,387

M
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$15.65M
10 %

42,288

S
SO

SOUTHERN COMPANY

COMMON STOCK
842587107
$13.83M
8 %

143,334

V
V

VISA INC

COMMON STOCK
92826C839
$12.71M
8 %

42,066

L
LLY

ELI LILLY

COMMON STOCK
532457108
$10M
6 %

10,872

D
DUK

DUKE ENERGY

COMMON STOCK
26441C204
$6.83M
4 %

52,141

A
AAPL

APPLE INC

COMMON STOCK
037833100
$6.73M
4 %

26,529

M
MCD

MCDONALDS CORP

COMMON STOCK
580135101
$6.27M
4 %

20,186

C
CAT

CATERPILLAR INC

COMMON STOCK
149123101
$4.92M
3 %

6,947

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