Long-term investor
Capital & Planning, LLC @capitalplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053750).
Record
- Tracked since 2025-06-30 (446 days), 108 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +12.8% · all +12.8%
- Max drawdown n/a · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 13.7% · long · since 2025-06-30
- AMZN · 9.6% · long · since 2025-06-30
- MSFT · 8.6% · long · since 2025-06-30
- V · 7.4% · long · since 2025-06-30
- 842587107 · 7.4% · long · since 2025-06-30
- LLY · 7.0% · long · since 2025-06-30
- AAPL · 4.3% · long · since 2025-06-30
- TXN · 3.8% · long · since 2025-06-30
- CAT · 3.8% · long · since 2025-06-30
- DUK · 3.8% · long · since 2025-06-30
- MCD · 3.1% · long · since 2025-06-30
- NVDA · 2.9% · long · since 2025-06-30