Holdings
Capital Planning LLC
As of Sep 30, 2026, Capital Planning LLC reported 26 positions worth US$95.6M. Largest: Quanta Services, Inc., Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Quanta Services, Inc. | 51,168 | US$32.9M | +42,607 | Sep 30, 2026 |
| Microsoft Corp. | 54,930 | US$28.2M | +863 | Sep 30, 2026 |
| Apple Inc | 21,919 | US$7.3M | +59 | Sep 30, 2026 |
| Boeing Company (the) | 35,689 | US$6.64M | +583 | Sep 30, 2026 |
| Costco Wholesale Corporation | 3,605 | US$3.28M | −7 | Sep 30, 2026 |
| Abbvie Inc. | 11,916 | US$3.12M | −7,500 | Sep 30, 2026 |
| Oracle Corporation | 16,010 | US$2.2M | −13 | Sep 30, 2026 |
| Space Exploration Technologies Corp | 9,806 | US$1.48M | new | Sep 30, 2026 |
| Broadcom Inc. | 4,030 | US$1.42M | −114 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,822 | US$1.41M | +364 | Sep 30, 2026 |