CAPITAL PLANNING ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 88K | $22.34M |
 | NVDA | 81K | $14.14M |
 | GOOGL | 81K | $23.17M |
 | BAC | 61K | $2.98M |
 | WMT | 60K | $7.42M |
 | AMZN | 54K | $11.21M |
 | MSFT | 46K | $16.87M |
 | ABT | 37K | $3.79M |
 | CVX | 35K | $7.16M |
 | BX | 30K | $3.48M |
 | IBM | 27K | $6.51M |
 | AVGO | 26K | $8.02M |
 | VRT | 24K | $6.00M |
 | NFLX | 22K | $2.09M |
 | APH | 22K | $2.72M |
 | FTNT | 21K | $1.74M |
 | V | 19K | $5.70M |
 | ORCL | 18K | $2.72M |
 | NEE | 18K | $1.70M |
 | OTF | 18K | $220.90K |
Apple Inc.
AAPL
Shares Held
88K
Value
$22.34M
NVIDIA Corporation
NVDA
Shares Held
81K
Value
$14.14M
Alphabet Inc.
GOOGL
Shares Held
81K
Value
$23.17M
Bank of America Corporation
BAC
Shares Held
61K
Value
$2.98M
Walmart Inc.
WMT
Shares Held
60K
Value
$7.42M
Amazon.com, Inc.
AMZN
Shares Held
54K
Value
$11.21M
Microsoft Corporation
MSFT
Shares Held
46K
Value
$16.87M
Abbott Laboratories
ABT
Shares Held
37K
Value
$3.79M
Chevron Corporation
CVX
Shares Held
35K
Value
$7.16M
Blackstone Inc.
BX
Shares Held
30K
Value
$3.48M
International Business Machines Corporation
IBM
Shares Held
27K
Value
$6.51M
Broadcom Inc.
AVGO
Shares Held
26K
Value
$8.02M
Vertiv Holdings Co
VRT
Shares Held
24K
Value
$6.00M
Netflix, Inc.
NFLX
Shares Held
22K
Value
$2.09M
Amphenol Corporation
APH
Shares Held
22K
Value
$2.72M
Fortinet, Inc.
FTNT
Shares Held
21K
Value
$1.74M
Visa Inc.
V
Shares Held
19K
Value
$5.70M
Oracle Corporation
ORCL
Shares Held
18K
Value
$2.72M
NextEra Energy, Inc.
NEE
Shares Held
18K
Value
$1.70M
Blue Owl Technology Finance Corp.
OTF
Shares Held
18K
Value
$220.90K