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Capital & Planning - Q2 2026 13F Filings

CA

Capital & Planning, LLC

CIK: 0002053750
Address: Georgia Jonesboro 2242 Mt. Zion Road
$193.66 M
Portfolio Value
45
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. TXN Texas Instruments Incorporated
+$1.08 M
2. MSFT Microsoft Corporation
+$856,458.06
3. DUK Duke Energy Corporation
+$781,890.33
4. META Meta Platforms
+$731,715.86
5. AAPL Apple
+$729,490.01

Top Sells

Q2 2026
1. XOM Exxon Mobil Corporation
−$286,413.63
2. POST Post Holdings
−$209,437
3. PLTR Palantir Technologies
−$193,090
4. ADBE Adobe
−$132,452.67
5. INTC Intel Corporation
−$132,090.68

Asset Allocation

Stocks/ETFs
+17.60%
$193.66 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Capital & Planning Q2 2026 Filing Summary

Capital & Planning, LLC filed its 13F report for Q2 2026 on September 02, 2026. The portfolio totaled 193.66 M reflecting a +17.49% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 69.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 127 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Capital & Planning’s Q2 2026 Filing

Capital & Planning submitted their Form 13F-HR for the Q2 2026 period on 09/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Capital & Planning reported a managed portfolio value of 193.66 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Capital & Planning bought or sold during Q2 2026, please visit Capital & Planning's Portfolio Analysis page.