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Portfolio (Quarterly) Guide ↗

Capital Planning LLC

· CIK 0001790688
13F Portfolio $343M AUM 88 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 22 Added 25 Reduced 3 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HPQ HP Inc Technology 11,008.0 $245K 0.07% $22.24 +37.2%
82 IBM International Business Machines Corp Technology 844.0 $237K 0.07% NEW $281.21 -16.2%
83 XOM Exxon Mobil Corp Energy 1,671.0 $228K 0.07% $136.72 +14.6%
84 VOO Vanguard S&P 500 ETF 324.0 $223K 0.07% -36.0 -10.0% $686.87 +3.0%
85 AKRE Akre Focus ETF 3,997.0 $213K 0.06% -2K -35.2% $53.19 +16.3%
86 VTV Vanguard Value ETF 966.0 $211K 0.06% NEW $217.93 +3.4%
87 AXP American Express Co Financial Services 600.0 $203K 0.06% NEW $338.25 -1.5%
88 VXUS Vanguard Total International Stock ETF 2,359.0 $202K 0.06% NEW $85.49 +2.4%
Page 5 of 5  ·  88 positions

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 51.8%
Industrials 22.8%
Healthcare 9.8%
Financial Services 5.9%
Consumer Defensive 5.3%
Consumer Cyclical 3.2%
Communication Services 0.9%
Energy 0.4%