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Home > Institutional Investor > Capital & Planning, Llc > Profile

Instuitional Investor - Capital & Planning, Llc

Fund Profile
Filing Period:
Fund Name: Capital & Planning, Llc
Portfolio Value $136,758,234
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 41,086 $17,317,947 12.66%
2.
Amazon Com Inc
 AMZN 73,851 $16,202,227 11.84%
3.
Alphabet Inc.
 GOOGL 72,102 $13,649,023 9.98%
4.
Visa Inc.
 V 42,218 $13,342,564 9.75%
5.
Southern Co
 SO 135,538 $11,157,533 8.15%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)