CAPITAL & PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 143K | $13.83M |
 | AMZN | 75K | $15.70M |
 | GOOGL | 73K | $21.08M |
 | DUK | 52K | $6.83M |
 | CHD | 50K | $4.69M |
 | UBER | 48K | $3.48M |
 | MSFT | 42K | $15.65M |
 | V | 42K | $12.71M |
 | PG | 29K | $4.23M |
 | AAPL | 27K | $6.73M |
 | NVDA | 24K | $4.26M |
 | TXN | 21K | $4.15M |
 | MCD | 20K | $6.27M |
 | WMT | 12K | $1.54M |
 | XOM | 12K | $1.99M |
 | LLY | 11K | $10.00M |
 | GD | 9K | $3.25M |
 | WM | 9K | $2.02M |
 | F | 8K | $95.32K |
 | CAT | 7K | $4.92M |
The Southern Company
SO
Shares Held
143K
Value
$13.83M
Amazon.com, Inc.
AMZN
Shares Held
75K
Value
$15.70M
Alphabet Inc.
GOOGL
Shares Held
73K
Value
$21.08M
Duke Energy Corporation
DUK
Shares Held
52K
Value
$6.83M
Church & Dwight Co., Inc.
CHD
Shares Held
50K
Value
$4.69M
Uber Technologies, Inc.
UBER
Shares Held
48K
Value
$3.48M
Microsoft Corporation
MSFT
Shares Held
42K
Value
$15.65M
Visa Inc.
V
Shares Held
42K
Value
$12.71M
The Procter & Gamble Company
PG
Shares Held
29K
Value
$4.23M
Apple Inc.
AAPL
Shares Held
27K
Value
$6.73M
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.26M
Texas Instruments Incorporated
TXN
Shares Held
21K
Value
$4.15M
McDonald's Corporation
MCD
Shares Held
20K
Value
$6.27M
Walmart Inc.
WMT
Shares Held
12K
Value
$1.54M
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.99M
Eli Lilly and Company
LLY
Shares Held
11K
Value
$10.00M
General Dynamics Corporation
GD
Shares Held
9K
Value
$3.25M
Waste Management, Inc.
WM
Shares Held
9K
Value
$2.02M
Ford Motor Company
F
Shares Held
8K
Value
$95.32K
Caterpillar Inc.
CAT
Shares Held
7K
Value
$4.92M