CAPITAL & PLANNING, LLC

Position in MSFT — Microsoft Corp

CIK 2053750 JONESBORO, GA

Position in MSFT

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$15,653,748

+$12,643,214 QoQ

Shares Held

42,288

+579.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

9.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

CAPITAL & PLANNING, LLC holds $16,021,000 across 5 Software - Infrastructure names. MSFT ranks #1 (97.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	42,288	$15,653,748
2	PLTR	Palantir Technologies Inc.	1,320	$193,089
3	ORCL	Oracle Corp	1,123	$165,204
4	PANW	Palo Alto Networks Inc	46	$7,374
5	SNPS	Synopsys Inc	4	$1,585

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,653,748	42,288	+579.3%	Shares	Sole	2026-05-18
2025-12-31	$3,010,534	6,225	-85.1%	Shares	Sole	2026-02-13
2025-09-30	$21,590,227	41,684	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$20,744,484	41,705	-0.2%	Shares	Sole	2025-08-14
2025-03-31	$15,681,541	41,774	+1.7%	Shares	Sole	2025-05-16
2024-12-31	$17,317,749	41,086	—	Shares	Sole	2025-02-03
No filing history on record for this holder in this stock.