Capital Planning Advisors, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1631941 Roseville, CA

Position in PLTR

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

Position Value

$972,615

-$214,577 QoQ

Shares Held

6,649

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

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 Advisors, LLC holds $23,111,700 across 5 Software - Infrastructure names. PLTR ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,570	$16,868,646
2	ORCL	Oracle Corp	18,458	$2,715,356
3	FTNT	Fortinet, Inc.	21,314	$1,741,780
4	PLTR	Palantir Technologies Inc. This page	6,649	$972,615
5	PANW	Palo Alto Networks Inc	5,073	$813,303

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$972,615	6,649	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$1,187,192	6,679	-3.6%	Shares	Sole	2026-02-17
2025-09-30	$1,264,353	6,931	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$948,514	6,958	-1.3%	Shares	Sole	2025-08-14
2025-03-31	$595,273	7,053	-5.1%	Shares	Sole	2025-05-12
2024-12-31	$562,006	7,431	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.