CAPITAL PLANNING ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HRTX | 144K | $181.56K |
 | NVDA | 89K | $16.60M |
 | AAPL | 88K | $22.51M |
 | GOOGL | 83K | $20.15M |
 | WMT | 64K | $6.61M |
 | AMZN | 58K | $12.63M |
 | BAC | 55K | $2.82M |
 | MSFT | 46K | $24.02M |
 | ABT | 42K | $5.64M |
 | OBDC | 38K | $480.75K |
 | BX | 33K | $5.60M |
 | CVX | 31K | $4.85M |
 | V | 30K | $10.12M |
 | WCN | 29K | $5.17M |
 | AVGO | 28K | $9.38M |
 | PGR | 27K | $6.77M |
 | IBM | 27K | $7.70M |
 | VRT | 25K | $3.72M |
 | MMC | 22K | $4.45M |
 | ORCL | 21K | $5.79M |
Heron Therapeutics, Inc.
HRTX
Shares Held
144K
Value
$181.56K
NVIDIA Corporation
NVDA
Shares Held
89K
Value
$16.60M
Apple Inc.
AAPL
Shares Held
88K
Value
$22.51M
Alphabet Inc.
GOOGL
Shares Held
83K
Value
$20.15M
Walmart Inc.
WMT
Shares Held
64K
Value
$6.61M
Amazon.com, Inc.
AMZN
Shares Held
58K
Value
$12.63M
Bank of America Corporation
BAC
Shares Held
55K
Value
$2.82M
Microsoft Corporation
MSFT
Shares Held
46K
Value
$24.02M
Abbott Laboratories
ABT
Shares Held
42K
Value
$5.64M
Blue Owl Capital Corporation
OBDC
Shares Held
38K
Value
$480.75K
Blackstone Inc.
BX
Shares Held
33K
Value
$5.60M
Chevron Corporation
CVX
Shares Held
31K
Value
$4.85M
Visa Inc.
V
Shares Held
30K
Value
$10.12M
Waste Connections, Inc.
WCN
Shares Held
29K
Value
$5.17M
Broadcom Inc.
AVGO
Shares Held
28K
Value
$9.38M
The Progressive Corporation
PGR
Shares Held
27K
Value
$6.77M
International Business Machines Corporation
IBM
Shares Held
27K
Value
$7.70M
Vertiv Holdings Co
VRT
Shares Held
25K
Value
$3.72M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
22K
Value
$4.45M
Oracle Corporation
ORCL
Shares Held
21K
Value
$5.79M