Long-term investor
Capital Planning LLC @capitalplanningllclebt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001790688).
Record
- Tracked since 2025-06-30 (446 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +13.8% · 6 months n/a · 1 year +15.7% · all +15.7%
- Max drawdown n/a · win rate 9% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 13.5% · long · since 2025-06-30
- 808524300 · 8.2% · long · since 2025-06-30
- MSFT · 5.9% · long · since 2025-06-30
- 46434V621 · 5.3% · long · since 2025-06-30
- 922908637 · 4.1% · long · since 2025-06-30
- 92204A702 · 4.0% · long · since 2025-06-30
- 922908629 · 3.5% · long · since 2025-06-30
- 922908751 · 3.4% · long · since 2025-06-30
- 921910816 · 3.4% · long · since 2025-06-30
- 921910840 · 3.4% · long · since 2025-06-30
- 81369Y803 · 3.3% · long · since 2025-06-30
- 46429B697 · 3.0% · long · since 2025-06-30