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Capital & Planning - Q4 2025 13F Filings

CA

Capital & Planning, LLC

CIK: 0002053750
Address: Georgia Jonesboro 2242 Mt. Zion Road
$21.6 M
Portfolio Value
9
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 09/02/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025
1. MSFT Microsoft Corporation
−$17.15 M
2. GOOGL Alphabet
−$16.95 M
3. AMZN Amazoncom
−$13.37 M
4. V Visa
−$11.65 M
5. SO The Southern Company
−$10.98 M

Asset Allocation

Stocks/ETFs
-86.66%
$21.6 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Capital & Planning Q4 2025 Filing Summary

Capital & Planning, LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 21.6 M reflecting a -86.66% change from the prior quarter, spanning 9 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 30 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 Q4 2025 Filing

Capital & Planning submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Capital & Planning reported a managed portfolio value of 21.6 M, consisting of 71 individual positions.

This page displays the raw filing documents. To see which stocks Capital & Planning bought or sold during Q4 2025, please visit Capital & Planning's Portfolio Analysis page.