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Home > Institutional Investor > Capital & Planning, Llc > Profile

Instuitional Investor - Capital & Planning, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Capital & Planning, Llc
Portfolio Value	$164,830,195

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	73,316	$21,082,700	12.79%
2.	Amazon Com Inc	AMZN	75,387	$15,700,867	9.53%
3.	Microsoft Corp	MSFT	42,288	$15,653,866	9.5%
4.	Southern Co	SO	143,334	$13,834,583	8.39%
5.	Visa Inc.	V	42,066	$12,713,948	7.71%