CAPITAL & PLANNING, LLC - Portfolio overview

CAPITAL & PLANNING, LLC has 172 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC, 12.79%
2. AMZN - AMAZON COM, 9.53%
3. MSFT - MICROSOFT CORP, 9.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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