Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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	$193,664,008

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	74,285	$26,547,306	13.71%
2.	Amazon Com Inc	AMZN	78,295	$18,660,913	9.64%
3.	Microsoft Corp	MSFT	44,584	$16,630,804	8.59%
4.	Visa Inc.	V	42,000	$14,409,902	7.44%
5.	Southern Co	SO	150,547	$14,408,889	7.44%