Capasso Planning Partners LLC

CIK

1911938

Location

CHARLESTON, SC

Portfolio Value

Micro $48,442,742

Diversification

Highly concentrated

Filing Date

Global Rank

#6,863 / 8,603 ▼ 30 · as of Mar 2026

Top Industry

Consumer Electronics 38.3%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed May 27, 2026 · 43d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.0%

SPY

+76.0%

Annualised alpha

-1.4%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

70.3%

+1.4 pts

Top 5

90.4%

+1.2 pts

Top 10

97.2%

+0.5 pts

HHI

5,107

Highly concentrated+198

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	71.8%	$34,774,374	2
Technology	15.4%	$7,475,026	5
Financial Services	5.0%	$2,442,003	1
Healthcare	3.9%	$1,904,465	3
Consumer Cyclical	2.0%	$984,492	1
Energy	0.9%	$446,283	1
Communication Services	0.9%	$416,099	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+140	1,447	$416,099
NVDA	Nvidia Corp	+23	4,022	$701,436
CVX	Chevron Corp	+18	2,157	$446,283
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−3,328	52,375	$34,061,557
ABT	Abbott Laboratories	−2,900	3,290	$337,784
ABBV	AbbVie Inc.	−2,541	4,979	$1,082,882
QQQ	Invesco Qqq Trust, Series 1	−200	1,235	$712,817
AAPL	Apple Inc.	−127	20,622	$5,233,657
BRK-B	Berkshire Hathaway Inc	−102	5,096	$2,442,003
MSFT	Microsoft Corp	−68	2,470	$914,319
AMZN	Amazon Com Inc	−20	4,727	$984,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,381	$245,472
JPM	Jpmorgan Chase & Co	659	$212,342
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $48,442,742 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	52,375	-3,328	$34,061,557	−10.3%	70.31%
AAPL	Apple Inc. Technology	Reduced	20,622	-127	$5,233,657	−7.2%	10.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,096	-102	$2,442,003	−6.5%	5.04%
ABBV	AbbVie Inc. Healthcare	Reduced	4,979	-2,541	$1,082,882	−37.0%	2.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,727	-20	$984,492	−10.1%	2.03%
MSFT	Microsoft Corp Technology	Reduced	2,470	-68	$914,319	−25.5%	1.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,235	-200	$712,817	−19.1%	1.47%
NVDA	Nvidia Corp Technology	Added	4,022	+23	$701,436	−6.0%	1.45%
LLY	ELI LILLY & Co Healthcare	Held	526	0	$483,799	−14.4%	1.00%
CVX	Chevron Corp Energy	Added	2,157	+18	$446,283	+36.9%	0.92%
GOOGL	Alphabet Inc. Communication Services	Added	1,447	+140	$416,099	+1.7%	0.86%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,002	0	$338,625	+11.2%	0.70%
ABT	Abbott Laboratories Healthcare	Reduced	3,290	-2,900	$337,784	−56.4%	0.70%
IBM	International Business Machines Corp Technology	Held	1,184	0	$286,989	−18.2%	0.59%