CAPITAL & PLANNING, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 142K | $13.44M |
 | AMZN | 75K | $16.41M |
 | GOOGL | 74K | $18.03M |
 | CHD | 51K | $4.44M |
 | DUK | 47K | $5.81M |
 | UBER | 46K | $4.49M |
 | V | 43K | $14.75M |
 | MSFT | 42K | $21.59M |
 | PG | 29K | $4.46M |
 | AAPL | 26K | $6.54M |
 | NVDA | 23K | $4.25M |
 | MCD | 20K | $6.13M |
 | XOM | 14K | $1.60M |
 | TXN | 14K | $2.50M |
 | WMT | 13K | $1.29M |
 | LLY | 11K | $8.48M |
 | GD | 9K | $2.96M |
 | WM | 9K | $1.89M |
 | CAT | 7K | $3.36M |
 | HOOD | 5K | $756.72K |
The Southern Company
SO
Shares Held
142K
Value
$13.44M
Amazon.com, Inc.
AMZN
Shares Held
75K
Value
$16.41M
Alphabet Inc.
GOOGL
Shares Held
74K
Value
$18.03M
Church & Dwight Co., Inc.
CHD
Shares Held
51K
Value
$4.44M
Duke Energy Corporation
DUK
Shares Held
47K
Value
$5.81M
Uber Technologies, Inc.
UBER
Shares Held
46K
Value
$4.49M
Visa Inc.
V
Shares Held
43K
Value
$14.75M
Microsoft Corporation
MSFT
Shares Held
42K
Value
$21.59M
The Procter & Gamble Company
PG
Shares Held
29K
Value
$4.46M
Apple Inc.
AAPL
Shares Held
26K
Value
$6.54M
NVIDIA Corporation
NVDA
Shares Held
23K
Value
$4.25M
McDonald's Corporation
MCD
Shares Held
20K
Value
$6.13M
Exxon Mobil Corporation
XOM
Shares Held
14K
Value
$1.60M
Texas Instruments Incorporated
TXN
Shares Held
14K
Value
$2.50M
Walmart Inc.
WMT
Shares Held
13K
Value
$1.29M
Eli Lilly and Company
LLY
Shares Held
11K
Value
$8.48M
General Dynamics Corporation
GD
Shares Held
9K
Value
$2.96M
Waste Management, Inc.
WM
Shares Held
9K
Value
$1.89M
Caterpillar Inc.
CAT
Shares Held
7K
Value
$3.36M
Robinhood Markets, Inc.
HOOD
Shares Held
5K
Value
$756.72K