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Funds / Capital & Planning, LLC
Institutional Fund

Capital & Planning, LLC

Jonesboro, GACIK 20537505 filings on record

Portfolio Value
$164.83M
Q1 2026
Holdings
172
Reported positions
New Buys
163
Opened this quarter
QoQ Change
+663.1%
from $21.60M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Alphabet Inc12.8%
  • Amazon Com Inc9.5%
  • Microsoft Corp9.5%
  • Southern Co8.4%
  • Visa Inc7.7%
  • Eli Lilly & Co6.1%
  • Other46.0%

Portfolio Holdings

172 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Alphabet Inc73.3K$21.08M12.8%+53.3KAdded
2Amazon Com Inc75.4K$15.70M9.5%+58.6KAdded
3Microsoft Corp42.3K$15.65M9.5%+36.1KAdded
4Southern Co143.3K$13.83M8.4%+127.4KAdded
5Visa Inc42.1K$12.71M7.7%+32.1KAdded
6Eli Lilly & Co10.9K$10.00M6.1%+8.4KAdded
7Duke Energy Corp New52.1K$6.83M4.1%+52.1KNew
8Apple Inc26.5K$6.73M4.1%+25.7KAdded
9Mcdonalds Corp20.2K$6.27M3.8%+20.2KNew
10Caterpillar Inc6.9K$4.92M3.0%+6.9KNew

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