CAPITAL & PLANNING, LLC
Top Portfolio Positions
135 positions ·
$162,666,172 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
73,316 | $21,082,748 | 12.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
75,387 | $15,700,850 | 9.65% | |
| MSFT |
Microsoft Corp
Technology
|
42,288 | $15,653,748 | 9.62% | |
| SO |
Southern Co
Utilities
|
143,334 | $13,834,597 | 8.50% | |
| V |
Visa Inc.
Financial Services
|
42,066 | $12,714,027 | 7.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
10,872 | $9,999,739 | 6.15% | |
| DUK |
Duke Energy CORP
Utilities
|
52,141 | $6,827,342 | 4.20% | |
| AAPL |
Apple Inc.
Technology
|
26,529 | $6,732,794 | 4.14% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
20,186 | $6,273,606 | 3.86% | |
| CAT |
Caterpillar Inc
Industrials
|
6,947 | $4,921,671 | 3.03% |
Portfolio Trend
6 quarters · across all stocks
Holdings in DMAC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,546 | 2,001 | Shares | Sole | 2026-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||