Capital & Planning, LLC holds a focused book of 153 stocks worth $164.8M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened TAIWAN SEMICONDUCTOR. Their largest long position is ALPHABET INC at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053750/holdings"
Use Arkolith to show CAPITAL & PLANNING, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Common Stock | $21.1M | 73.3K | 12.8% | ▲+267% Added · +53K sh | |
| 2 | Amazon Com Common Stock | $15.7M | 75.4K | 9.5% | ▲+349% Added · +59K sh | |
| 3 | Microsoft Corp Common Stock | $15.7M | 42.3K | 9.5% | ▲+579% Added · +36K sh | |
| 4 | Southern Company Common Stock | $13.8M | 143.3K | 8.4% | ▲+801% Added · +127K sh | |
| 5 | Visa Inc Common Stock | $12.7M | 42.1K | 7.7% | ▲+321% Added · +32K sh | |
| 6 | Eli Lilly Common Stock | $10.0M | 10.9K | 6.1% | ▲+335% Added · +8K sh | |
| 7 | Duke Energy Common Stock | $6.8M | 52.1K | 4.1% | ▲Added Added · +52K sh | |
| 8 | Apple Inc Common Stock | $6.7M | 26.5K | 4.1% | ▲33× Added · +26K sh | |
| 9 | McDonalds Corp Common Stock | $6.3M | 20.2K | 3.8% | ▲Added Added · +20K sh | |
| 10 | Caterpillar Inc Common Stock | $4.9M | 6.9K | 3.0% | ▲Added Added · +7K sh | |
| 11 | Church & Dwight Common Stock | $4.7M | 50.3K | 2.8% | ▲Added Added · +50K sh | |
| 12 | Nvidia Corp Common Stock | $4.3M | 24.4K | 2.6% | ▲Added Added · +24K sh | |
| 13 | Procter & Gamble Common Stock | $4.2M | 29.3K | 2.6% | ▲Added Added · +29K sh | |
| 14 | Texas Instruments Common Stock | $4.1M | 21.4K | 2.5% | ▲Added Added · +21K sh | |
| 15 | Meta Platforms Common Stock | $3.7M | 6.5K | 2.2% | ▲Added Added · +6K sh | |
| 16 | Uber Technologies Common Stock | $3.5M | 48.4K | 2.1% | ▲Added Added · +48K sh | |
| 17 | General Dynamics Common Stock | $3.2M | 9.5K | 2.0% | ▲Added Added · +9K sh | |
| 18 | Ishares Gold Common Stock | $2.5M | 27.9K | 1.5% | ▲Added Added · +28K sh | |
| 19 | Waste Management Common Stock | $2.0M | 8.8K | 1.2% | ▲Added Added · +9K sh | |
| 20 | Exxon Mobil Common Stock | $2.0M | 11.7K | 1.2% | ▲Added Added · +12K sh | |
| 21 | Mastercard Inc Common Stock | $1.8M | 3.7K | 1.1% | ▲Added Added · +4K sh | |
| 22 | Walmart Inc Common Stock | $1.5M | 12.4K | 0.9% | ▲Added Added · +12K sh | |
| 23 | Nuveen Amt MF Closed and MF Open | $1.5M | 132.5K | 0.9% | ▲+373% Added · +105K sh | |
| 24 | Home Depot Common Stock | $1.1M | 3.4K | 0.7% | ▲Added Added · +3K sh | |
| 25 | Intuit Inc Common Stock | $993K | 2.3K | 0.6% | ▲Added Added · +2K sh | |
| 26 | Unitedhealth Group Common Stock | $867K | 3.2K | 0.5% | ▲Added Added · +3K sh | |
| 27 | Adobe Inc Common Stock | $864K | 3.6K | 0.5% | ▲Added Added · +4K sh | |
| 28 | Principal Spectrum MF Closed and MF Open | $746K | 39.6K | 0.5% | ▲Added Added · +40K sh | |
| 29 | Pacer Trendpilot MF Closed and MF Open | $592K | 11.3K | 0.4% | ▲Added Added · +11K sh | |
| 30 | Lowes Companies Common Stock | $566K | 2.4K | 0.3% | ▲Added Added · +2K sh | |
| 31 | Constellation Energy Common Stock | $503K | 1.8K | 0.3% | ▲Added Added · +2K sh | |
| 32 | Robinhood Markets Common Stock | $453K | 6.5K | 0.3% | ▲Added Added · +7K sh | |
| 33 | Tesla Inc Common Stock | $452K | 1.2K | 0.3% | ▲Added Added · +1K sh | |
| 34 | Taiwan Semiconductor Common Stock | $359K | 1.1K | 0.2% | ▲New New position | |
| 35 | PNC Financial Common Stock | $333K | 1.6K | 0.2% | —Held | |
| 36 | Yum Brands Inc Common Stock | $292K | 1.9K | 0.2% | ▲Added Added · +2K sh | |
| 37 | Intel Corp Common Stock | $266K | 6.0K | 0.2% | ▲New New position | |
| 38 | Alphabet Inc Common Stock | $255K | 890 | 0.2% | ▲Added Added · +890 sh | |
| 39 | Coca Cola Company Common Stock | $220K | 2.9K | 0.1% | ▲Added Added · +3K sh | |
| 40 | Micron Technology Inc Common Stock | $210K | 621 | 0.1% | ▲New New position | |
| 41 | Post Holdings Common Stock | $209K | 2.1K | 0.1% | ▲Added Added · +2K sh | |
| 42 | Johnson & Johnson Common Stock | $206K | 844 | 0.1% | ▲New New position | |
| 43 | Palantir Technologies Common Stock | $193K | 1.3K | 0.1% | ▲New New position | |
| 44 | Oracle Corp Common Stock | $165K | 1.1K | 0.1% | ▲Added Added · +1K sh | |
| 45 | Nuveen Municipal MF Closed and MF Open | $119K | 9.8K | 0.1% | ▲New New position | |
| 46 | Advanced Micro Common Stock | $102K | 500 | 0.1% | ▲New New position | |
| 47 | State Street MF Closed and MF Open | $96K | 1.2K | 0.1% | ▲New New position | |
| 48 | Ford Motor Common Stock | $95K | 8.3K | 0.1% | ▲New New position | |
| 49 | Valero Energy Common Stock | $74K | 300 | 0.0% | ▲New New position | |
| 50 | State Street MF Closed and MF Open | $73K | 1.2K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 172 | $164.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 71 | $21.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 39 | $161.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 36 | $147.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 34 | $134.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 192 | $136.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.