Loading…
CIK 0002053750 • 6 13F filings • May 16, 2025 – Sep 2, 2026
Import this data to Google Sheets with:
=jivedata("capital-planning-llc-3750","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $2.0M | 1.3% | 5,075 SH | New |
| ALPHABET INC | CAP STK CL A | $13.0M | 8.8% | 73,781 SH | New |
| AMAZON COM INC | COM | $16.3M | 11.1% | 74,458 SH | New |
| APPLE INC | COM | $4.9M | 3.4% | 24,106 SH | New |
| CATERPILLAR INC | COM | $2.7M | 1.9% | 7,045 SH | New |
| CHURCH & DWIGHT CO INC | COM | $4.7M | 3.2% | 48,789 SH | New |
| COCA COLA CO | COM | $366K | 0.2% | 5,168 SH | New |
| CONSTELLATION ENERGY CORP | COM | $343K | 0.2% | 1,061 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $5.1M | 3.4% | 43,012 SH | New |
| ELI LILLY & CO | COM | $8.2M | 5.6% | 10,528 SH | New |
| EXXON MOBIL CORP | COM | $1.8M | 1.2% | 16,595 SH | New |
| GENERAL DYNAMICS CORP | COM | $2.4M | 1.6% | 8,121 SH | New |
| HOME DEPOT INC | COM | $1.3M | 0.9% | 3,509 SH | New |
| INTUIT | COM | $1.8M | 1.2% | 2,282 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $553K | 0.4% | 8,860 SH | New |
| JOHNSON & JOHNSON | COM | $2.3M | 1.5% | 14,779 SH | New |
| LOWES COS INC | COM | $367K | 0.2% | 1,652 SH | New |
| MASTERCARD INCORPORATED | CL A | $1.6M | 1.1% | 2,833 SH | New |
| MCDONALDS CORP | COM | $5.7M | 3.8% | 19,388 SH | New |
| META PLATFORMS INC | CL A | $3.1M | 2.1% | 4,223 SH | New |
| MICROSOFT CORP | COM | $20.7M | 14.1% | 41,705 SH | New |
| NUVEEN AMT FREE QLTY MUN INC | COM | $1.4M | 0.9% | 125,210 SH | New |
| NVIDIA CORPORATION | COM | $3.2M | 2.2% | 20,510 SH | New |
| PACER FDS TR | TRENDP US LAR CP | $605K | 0.4% | 11,923 SH | New |
| PNC FINL SVCS GROUP INC | COM | $298K | 0.2% | 1,600 SH | New |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | $727K | 0.5% | 38,340 SH | New |
| PROCTER AND GAMBLE CO | COM | $4.4M | 3.0% | 27,556 SH | New |
| SOUTHERN CO | COM | $12.8M | 8.7% | 139,178 SH | New |
| TESLA INC | COM | $328K | 0.2% | 1,031 SH | New |
| TEXAS INSTRS INC | COM | $716K | 0.5% | 3,449 SH | New |
| UBER TECHNOLOGIES INC | COM | $3.9M | 2.6% | 41,366 SH | New |
| UNITEDHEALTH GROUP INC | COM | $1.3M | 0.9% | 4,023 SH | New |
| VISA INC | COM CL A | $15.1M | 10.3% | 42,625 SH | New |
| WALMART INC | COM | $1.3M | 0.9% | 12,903 SH | New |
| WASTE MGMT INC DEL | COM | $1.8M | 1.2% | 7,856 SH | New |
| YUM BRANDS INC | COM | $303K | 0.2% | 2,044 SH | New |
| 13F-HR |
| 0001420506-26-002238 |
| $193.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002155 | $147.3M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001986152-26-000089 | $164.8M | View |
| May 16, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001307 | $134.7M | View |