Capital & Planning, LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on June 30, 2026. The filing reports the firm's total equity portfolio value at $0, with the report submitted on September 2, 2026.
The firm's holdings list includes 60 distinct positions. The largest holding by number of shares is Southern Company, with 14,408,889 shares. This is followed by Microsoft Corporation, with 16,630,804 shares, and Nuveen AMT MF, with 1,553,495 shares.
Among the top holdings by share count are Nuveen AMT MF (1,553,495 shares), Microsoft (16,630,804 shares), and Southern Company (14,408,889 shares). Other notable positions include shares in NVIDIA Corporation (5,573,008 shares), Alphabet Inc. (26,547,306 shares), and Visa Inc. (14,409,902 shares).
The filing details sole voting and dispositive power for the vast majority of these positions. For example, Capital & Planning, LLC holds sole voting and dispositive power over 14,408,889 shares of Southern Company and 16,630,804 shares of Microsoft Corporation.
