Stock Taper 
CAPITAL & PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 150.55K | $14.41M |
 Amazon.com, Inc. | AMZN | 78.3K | $18.66M |
 Alphabet Inc. | GOOGL | 74.28K | $26.55M |
 Duke Energy Corporation | DUK | 58.32K | $7.38M |
 Uber Technologies, Inc. | UBER | 57.22K | $4.13M |
 Church & Dwight Co., Inc. | CHD | 54.77K | $5.31M |
 Microsoft Corporation | MSFT | 44.58K | $16.63M |
 Visa Inc. | V | 42K | $14.41M |
 The Procter & Gamble Company | PG | 32.76K | $4.8M |
 Apple Inc. | AAPL | 29.05K | $8.41M |
 NVIDIA Corporation | NVDA | 27.85K | $5.57M |
 Texas Instruments Incorporated | TXN | 25K | $7.45M |
 McDonald's Corporation | MCD | 21.91K | $5.92M |
 Walmart Inc. | WMT | 12.26K | $1.39M |
 Eli Lilly and Company | LLY | 11.27K | $13.52M |
 Waste Management, Inc. | WM | 11.05K | $2.46M |
 General Dynamics Corporation | GD | 10.98K | $3.89M |
 Exxon Mobil Corporation | XOM | 9.63K | $1.32M |
 Meta Platforms, Inc. | META | 7.77K | $4.37M |
 Caterpillar Inc. | CAT | 6.98K | $7.44M |