Capital & Planning, LLC - Q12026 Holdings

Capital & Planning, LLC holds 172 stocks with a total portfolio value of $ 164.83M as of Q12026. In Q12026, Capital & Planning, LLC added 163 new positions, increased stakes in 8 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Alphabet Inc (GOOGL), representing 12.79% of the total portfolio.