Capital Planning Advisors, LLC

Position in OTF — Blue Owl Technology Finance Corp.

CIK 1631941 Roseville, CA

Position in OTF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$220,901

New position

Shares Held

17,829

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $4,313,680 across 5 Asset Management names. OTF ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	30,296	$3,483,737
2	BXSL	Blackstone Secured Lending Fund	9,590	$227,187
3	PSLV	Sprott Physical Silver Trust	9,125	$222,558
4	OTF	Blue Owl Technology Finance Corp. This page	17,829	$220,901
5	OBDC	Blue Owl Capital Corp	14,403	$159,297

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$220,901	17,829	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.