CAPITAL & PLANNING, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    jonesboro, GA
  • CIK
    0002053750
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

36

$147.26M
MSFT, AMZN, V, GOOGL
13F-HR
Aug 14, 2025
000142050625002155

34

$134.67M
MSFT, V, AMZN, SO
13F-HR
May 15, 2025
000142050625001307

192

$136.76M
MSFT, AMZN, GOOGL, V
13F-HR
Feb 3, 2025
000198615225000011