CAPITAL PLANNING ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HRTX | 144K | $187.32K |
 | AAPL | 91K | $24.81M |
 | NVDA | 86K | $16.02M |
 | GOOGL | 82K | $25.57M |
 | BAC | 62K | $3.43M |
 | WMT | 61K | $6.82M |
 | AMZN | 56K | $13.00M |
 | MSFT | 46K | $22.45M |
 | ABT | 41K | $5.18M |
 | CVX | 32K | $4.91M |
 | BX | 32K | $4.87M |
 | V | 29K | $10.21M |
 | WCN | 29K | $5.06M |
 | IBM | 27K | $7.97M |
 | AVGO | 27K | $9.22M |
 | PGR | 25K | $5.66M |
 | VRT | 24K | $3.91M |
 | ORCL | 20K | $3.93M |
 | MMC | 20K | $3.63M |
 | UBER | 19K | $1.51M |
Heron Therapeutics, Inc.
HRTX
Shares Held
144K
Value
$187.32K
Apple Inc.
AAPL
Shares Held
91K
Value
$24.81M
NVIDIA Corporation
NVDA
Shares Held
86K
Value
$16.02M
Alphabet Inc.
GOOGL
Shares Held
82K
Value
$25.57M
Bank of America Corporation
BAC
Shares Held
62K
Value
$3.43M
Walmart Inc.
WMT
Shares Held
61K
Value
$6.82M
Amazon.com, Inc.
AMZN
Shares Held
56K
Value
$13.00M
Microsoft Corporation
MSFT
Shares Held
46K
Value
$22.45M
Abbott Laboratories
ABT
Shares Held
41K
Value
$5.18M
Chevron Corporation
CVX
Shares Held
32K
Value
$4.91M
Blackstone Inc.
BX
Shares Held
32K
Value
$4.87M
Visa Inc.
V
Shares Held
29K
Value
$10.21M
Waste Connections, Inc.
WCN
Shares Held
29K
Value
$5.06M
International Business Machines Corporation
IBM
Shares Held
27K
Value
$7.97M
Broadcom Inc.
AVGO
Shares Held
27K
Value
$9.22M
The Progressive Corporation
PGR
Shares Held
25K
Value
$5.66M
Vertiv Holdings Co
VRT
Shares Held
24K
Value
$3.91M
Oracle Corporation
ORCL
Shares Held
20K
Value
$3.93M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
20K
Value
$3.63M
Uber Technologies, Inc.
UBER
Shares Held
19K
Value
$1.51M