Holdings of CAPITAL & PLANNING, LLC
163 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 69 % of the equity sleeve
Sector breakdown
- Technology 20.7 %
- Communication 15.2 %
- Consumer discretionary 14.9 %
- Utilities 12.9 %
- Financials 9.4 %
- Industrials 8.3 %
- Health care 6.7 %
- Consumer staples 6.5 %
- Energy 1.3 %
- Funds 0.1 %
- Unattributed 3.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.2 %
- GB 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 161 | 164.4M $ | 99.77 % |
| 2 | TW | 1 | 359.3K $ | 0.22 % |
| 3 | GB | 1 | 18.8K $ | 0.01 % |