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Portfolio (Quarterly) Guide ↗

Capital Planning Advisors, LLC

· CIK 0001631941
13F Portfolio $691.6B AUM 146 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 39 Added 68 Reduced 23 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,727.0 $1.3M 0.18% NEW $93.32 +0.8%
2 COF CAPITAL ONE FINL CORP Financial Services 2,121.0 $387K 0.06% NEW $182.43 +1.8%
3 XOVR ENTREPRENEURSHARES SERIES TR 20,156.0 $340K 0.05% NEW $16.89 +13.5%
4 SGVT SCHWAB STRATEGIC TR 2,480.0 $250K 0.04% NEW $100.72 -0.1%
5 BLUE OWL TECHNOLOGY FIN CORP 17,829.0 $221K 0.03% NEW $12.39
6 AMGN AMGEN INC Healthcare 578.0 $203K 0.03% NEW $351.85 -7.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 22.8%
Communication Services 12.3%
Industrials 9.9%
Consumer Defensive 7.1%
Healthcare 6.1%
Consumer Cyclical 6.0%
Energy 3.9%
Utilities 3.0%
Basic Materials 1.3%