Holdings
Capasso Planning Partners LLC
As of Jun 30, 2026, Capasso Planning Partners LLC reported 17 positions worth US$18.1M. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 20,531 | US$5.94M | −91 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,096 | US$2.55M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,110 | US$1.83M | +980 | Jun 30, 2026 |
| Abbvie Inc. | 4,987 | US$1.25M | +8 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,777 | US$1.14M | +50 | Jun 30, 2026 |
| Microsoft Corp. | 2,554 | US$953K | +84 | Jun 30, 2026 |
| Nvidia Corporation | 4,032 | US$807K | +10 | Jun 30, 2026 |
| Eli Lilly And Company | 526 | US$631K | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,002 | US$479K | no change | Jun 30, 2026 |
| Micron Technology, Inc. | 389 | US$449K | new | Jun 30, 2026 |