13F-HR filed by CAPITAL & PLANNING, LLC
CAPITAL & PLANNING, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 9 holding rows worth $21,600,615.
- Accession
- 0001420506-26-000360
- Filer
- CIK 2053750
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 71 entries on the cover page, a total value of $21,600,615 stated on the cover page (in dollars after the unit check, H1), rows summing to $21,600,615 with VALUE read as dollars as filed, 13F file number 028-24708. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 19,995 | $6,258,435 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 16,800 | $3,877,776 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 9,990 | $3,503,593 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,225 | $3,010,535 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,500 | $2,686,700 | dollars as filed | |
| Southern Company | 842587107 | COM | 15,900 | $1,386,480 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,600 | $333,968 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 28,000 | $325,640 | dollars as filed | |
| Apple Inc | 037833100 | COM | 800 | $217,488 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000360 | this filing | 2026-02-13 | acceptance time not in the bulk data set |