CAPITAL & PLANNING, LLC Quant / Systematic

Location: Jonesboro, GA

CIK: 0002053750 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 18, 2026

Total Value: $165M (100.0% shares, 0.0% debt)

Holdings (172)

New Positions (163)

DUK DUKE ENERGY 4.1%
Value $6.827M Shares 52,141 Est. Cost $120.88 Unrealized 0.0%
MCD MCDONALDS CORP 3.8%
Value $6.274M Shares 20,186 Est. Cost $317.25 Unrealized 0.0%
CAT CATERPILLAR INC 3.0%
Value $4.922M Shares 6,947 Est. Cost $684.39 Unrealized 0.0%
CHD CHURCH & DWIGHT 2.8%
Value $4.69M Shares 50,257 Est. Cost $94.81 Unrealized 0.0%
NVDA NVIDIA CORP 2.6%
Value $4.257M Shares 24,409 Est. Cost $186.63 Unrealized 0.0%
PG PROCTER & GAMBLE 2.6%
Value $4.232M Shares 29,297 Est. Cost $151.77 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 2.5%
Value $4.147M Shares 21,363 Est. Cost $206.27 Unrealized 0.0%
META META PLATFORMS 2.2%
Value $3.7M Shares 6,467 Est. Cost $655.57 Unrealized 0.0%
UBER UBER TECHNOLOGIES 2.1%
Value $3.483M Shares 48,428 Est. Cost $78.72 Unrealized 0.0%
GD GENERAL DYNAMICS 2.0%
Value $3.249M Shares 9,465 Est. Cost $354.49 Unrealized 0.0%
IAU ISHARES GOLD 1.5%
Value $2.461M Shares 27,919 Est. Cost $88.16 Unrealized
WM WASTE MANAGEMENT 1.2%
Value $2.023M Shares 8,805 Est. Cost $226.07 Unrealized 0.0%
XOM EXXON MOBIL 1.2%
Value $1.989M Shares 11,724 Est. Cost $138.74 Unrealized 0.0%
MA MASTERCARD INC 1.1%
Value $1.834M Shares 3,670 Est. Cost $539.05 Unrealized 0.0%
WMT WALMART INC 0.9%
Value $1.541M Shares 12,402 Est. Cost $122.03 Unrealized 0.0%
HD HOME DEPOT 0.7%
Value $1.118M Shares 3,399 Est. Cost $376.98 Unrealized 0.0%
INTU INTUIT INC 0.6%
Value $993K Shares 2,296 Est. Cost $497.56 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.5%
Value $867K Shares 3,203 Est. Cost $308.69 Unrealized 0.0%
ADBE ADOBE INC 0.5%
Value $864K Shares 3,553 Est. Cost $289.87 Unrealized 0.0%
PREF PRINCIPAL SPECTRUM 0.5%
Value $746K Shares 39,640 Est. Cost $18.82 Unrealized
PTLC PACER TRENDPILOT 0.4%
Value $592K Shares 11,278 Est. Cost $52.46 Unrealized
LOW LOWES COMPANIES 0.3%
Value $566K Shares 2,397 Est. Cost $271.50 Unrealized 0.0%
CEG CONSTELLATION ENERGY 0.3%
Value $503K Shares 1,802 Est. Cost $301.15 Unrealized 0.0%
HOOD ROBINHOOD MARKETS 0.3%
Value $453K Shares 6,536 Est. Cost $95.75 Unrealized 0.0%
TSLA TESLA INC 0.3%
Value $452K Shares 1,217 Est. Cost $425.98 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR 0.2%
Value $359K Shares 1,063 Est. Cost $338.04 Unrealized
YUM YUM BRANDS INC 0.2%
Value $292K Shares 1,879 Est. Cost $157.36 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value $266K Shares 6,021 Est. Cost $46.43 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value $255K Shares 890 Est. Cost $323.67 Unrealized 0.0%
KO COCA COLA COMPANY 0.1%
Value $220K Shares 2,889 Est. Cost $74.76 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $210K Shares 621 Est. Cost $387.04 Unrealized 0.0%
POST POST HOLDINGS 0.1%
Value $209K Shares 2,119 Est. Cost $102.84 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $206K Shares 844 Est. Cost $227.87 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES 0.1%
Value $193K Shares 1,320 Est. Cost $154.17 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value $165K Shares 1,123 Est. Cost $169.61 Unrealized 0.0%
NUVEEN MUNICIPAL 0.1%
Value $119K Shares 9,783 Est. Cost $12.18 Unrealized
AMD ADVANCED MICRO 0.1%
Value $102K Shares 500 Est. Cost $221.70 Unrealized 0.0%
SPTM STATE STREET 0.1%
Value $96,369 Shares 1,219 Est. Cost $79.06 Unrealized
F FORD MOTOR 0.1%
Value $95,320 Shares 8,260 Est. Cost $13.74 Unrealized 0.0%
VLO VALERO ENERGY 0.0%
Value $74,124 Shares 300 Est. Cost $190.06 Unrealized 0.0%
SPMD STATE STREET 0.0%
Value $72,743 Shares 1,228 Est. Cost $59.24 Unrealized
XLK STATE STREET 0.0%
Value $66,653 Shares 502 Est. Cost $132.77 Unrealized
BABA ALIBABA GROUP 0.0%
Value $60,507 Shares 483 Est. Cost $125.27 Unrealized
GLD SPDR GOLD 0.0%
Value $55,938 Shares 130 Est. Cost $430.29 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value $52,459 Shares 1,045 Est. Cost $43.82 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value $49,918 Shares 455 Est. Cost $111.21 Unrealized 0.0%
IJH ISHARES CORE 0.0%
Value $48,959 Shares 725 Est. Cost $67.53 Unrealized
ALL ALLSTATE CORP 0.0%
Value $47,688 Shares 230 Est. Cost $202.93 Unrealized 0.0%
MPWR MONOLITHIC POWER 0.0%
Value $43,734 Shares 40 Est. Cost $1104.63 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY 0.0%
Value $43,607 Shares 91 Est. Cost $493.47 Unrealized 0.0%
LMT LOCKHEED MARTIN 0.0%
Value $42,308 Shares 70 Est. Cost $600.88 Unrealized 0.0%
BND VANGUARD TOTAL 0.0%
Value $40,502 Shares 550 Est. Cost $73.64 Unrealized
KMB KIMBERLY CLARK 0.0%
Value $38,588 Shares 400 Est. Cost $103.08 Unrealized 0.0%
COWZ PACER US 0.0%
Value $38,287 Shares 612 Est. Cost $62.56 Unrealized
PFG PRINCIPAL FINANCIAL 0.0%
Value $38,206 Shares 424 Est. Cost $92.65 Unrealized 0.0%
NUVEEN AMT 0.0%
Value $36,201 Shares 2,936 Est. Cost $12.33 Unrealized
IVV ISHARES CORE 0.0%
Value $33,967 Shares 52 Est. Cost $653.21 Unrealized
STZ CONSTELLATION BRANDS 0.0%
Value $30,000 Shares 200 Est. Cost $155.99 Unrealized 0.0%
JPM JPMORGAN CHASE 0.0%
Value $29,416 Shares 100 Est. Cost $311.42 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY 0.0%
Value $29,121 Shares 294 Est. Cost $81.07 Unrealized 0.0%
MRK MERCK & COMPANY 0.0%
Value $26,464 Shares 220 Est. Cost $114.28 Unrealized 0.0%
BAC BANK AMERICA 0.0%
Value $24,019 Shares 493 Est. Cost $53.66 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value $22,636 Shares 200 Est. Cost $105.35 Unrealized 0.0%
QQQ INVESCO QQQ 0.0%
Value $21,649 Shares 38 Est. Cost $569.71 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $20,363 Shares 834 Est. Cost $23.80 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.0%
Value $20,166 Shares 59 Est. Cost $326.57 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value $20,118 Shares 65 Est. Cost $334.17 Unrealized 0.0%
VTV VANGUARD VALUE 0.0%
Value $20,012 Shares 102 Est. Cost $196.20 Unrealized
ET ENERGY TRANSFER 0.0%
Value $19,493 Shares 1,010 Est. Cost $19.30 Unrealized
DIS WALT DISNEY 0.0%
Value $19,372 Shares 201 Est. Cost $109.45 Unrealized 0.0%
RSP INVESCO S&P 0.0%
Value $19,192 Shares 100 Est. Cost $191.92 Unrealized
BP BP PLC 0.0%
Value $18,800 Shares 400 Est. Cost $47.00 Unrealized
ADI ANALOG DEVICES 0.0%
Value $17,180 Shares 54 Est. Cost $316.17 Unrealized 0.0%
DELL DELL TECHNOLOGIES 0.0%
Value $16,577 Shares 101 Est. Cost $119.03 Unrealized 0.0%
CAH CARDINAL HEALTH 0.0%
Value $15,696 Shares 75 Est. Cost $215.31 Unrealized 0.0%
QQQM INVESCO NASDAQ 0.0%
Value $15,184 Shares 64 Est. Cost $237.25 Unrealized
SPLV INVESCO S&P 0.0%
Value $14,949 Shares 204 Est. Cost $73.28 Unrealized
IVR INVESCO MORTGAGE 0.0%
Value $14,496 Shares 1,794 Est. Cost $8.08 Unrealized
IEFA ISHARES CORE 0.0%
Value $14,032 Shares 155 Est. Cost $90.53 Unrealized
GM GENERAL MOTORS 0.0%
Value $13,753 Shares 185 Est. Cost $82.25 Unrealized 0.0%
DMAC DIAMEDICA THERAPEUTICS 0.0%
Value $13,547 Shares 2,001 Est. Cost $8.31 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value $13,462 Shares 140 Est. Cost $83.84 Unrealized 0.0%
CDNS CADENCE DESIGN 0.0%
Value $13,338 Shares 48 Est. Cost $303.32 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value $13,035 Shares 49 Est. Cost $286.24 Unrealized 0.0%
VOO VANGUARD S&P 0.0%
Value $12,549 Shares 21 Est. Cost $597.57 Unrealized
IUSG ISHARES S&P 0.0%
Value $11,788 Shares 76 Est. Cost $155.11 Unrealized
VRSK VERISK ANALYTICS 0.0%
Value $11,385 Shares 60 Est. Cost $203.75 Unrealized 0.0%
LH LABCORP HOLDINGS 0.0%
Value $10,406 Shares 39 Est. Cost $271.07 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value $9,748 Shares 86 Est. Cost $116.18 Unrealized 0.0%
SHW SHERWIN WILLIAMS 0.0%
Value $9,617 Shares 30 Est. Cost $355.33 Unrealized 0.0%
UL UNILEVER PLC 0.0%
Value $9,286 Shares 163 Est. Cost $56.97 Unrealized
GIS GENERAL MILLS 0.0%
Value $9,044 Shares 243 Est. Cost $45.47 Unrealized 0.0%
ALLY ALLY FINANCIAL 0.0%
Value $8,709 Shares 222 Est. Cost $42.71 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value $8,400 Shares 45 Est. Cost $215.77 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value $8,185 Shares 69 Est. Cost $136.45 Unrealized 0.0%
FDL FIRST TRUST 0.0%
Value $7,620 Shares 150 Est. Cost $50.80 Unrealized
PANW PALO ALTO 0.0%
Value $7,375 Shares 46 Est. Cost $172.15 Unrealized 0.0%
ANET ARISTA NETWORKS 0.0%
Value $7,367 Shares 60 Est. Cost $135.05 Unrealized 0.0%
BLD TOPBUILD CORP 0.0%
Value $7,026 Shares 20 Est. Cost $491.84 Unrealized 0.0%
NEE NEXTERA ENERGY 0.0%
Value $6,966 Shares 75 Est. Cost $87.17 Unrealized 0.0%
FNDX SCHWAB FUNDAMENTAL 0.0%
Value $6,935 Shares 249 Est. Cost $27.85 Unrealized
DHI DR HORTON 0.0%
Value $6,861 Shares 50 Est. Cost $155.94 Unrealized 0.0%
FICO FAIR ISAAC 0.0%
Value $6,405 Shares 6 Est. Cost $1466.95 Unrealized 0.0%
VGT VANGUARD INFORMATION 0.0%
Value $6,327 Shares 9 Est. Cost $703.00 Unrealized
IVW ISHARES S&P 0.0%
Value $6,301 Shares 56 Est. Cost $112.52 Unrealized
O REALTY INCOME 0.0%
Value $6,118 Shares 100 Est. Cost $57.31 Unrealized 0.0%
VV VANGUARD LARGE 0.0%
Value $5,553 Shares 19 Est. Cost $292.26 Unrealized
SDIV GLOBAL SUPERDIVIDEND 0.0%
Value $5,406 Shares 214 Est. Cost $25.26 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value $5,373 Shares 55 Est. Cost $107.39 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value $5,176 Shares 200 Est. Cost $31.02 Unrealized 0.0%
TTEK TETRA TECH 0.0%
Value $5,120 Shares 170 Est. Cost $36.90 Unrealized 0.0%
RTX RTX CORP 0.0%
Value $4,823 Shares 25 Est. Cost $196.61 Unrealized 0.0%
PHM PULTEGROUP INC 0.0%
Value $4,704 Shares 40 Est. Cost $131.41 Unrealized 0.0%
SPY STATE STREET 0.0%
Value $4,552 Shares 7 Est. Cost $650.29 Unrealized
LRCX LAM RESEARCH 0.0%
Value $4,273 Shares 20 Est. Cost $225.94 Unrealized 0.0%
DOW DOW INC 0.0%
Value $4,165 Shares 100 Est. Cost $29.05 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE 0.0%
Value $3,950 Shares 20 Est. Cost $224.98 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS 0.0%
Value $3,937 Shares 20 Est. Cost $234.41 Unrealized 0.0%
ETN EATON CORP 0.0%
Value $3,934 Shares 11 Est. Cost $353.63 Unrealized 0.0%
SPG SIMON PROPERTY 0.0%
Value $3,731 Shares 20 Est. Cost $183.97 Unrealized 0.0%
IJR ISHARES CORE 0.0%
Value $3,532 Shares 28 Est. Cost $126.14 Unrealized
VUG VANGUARD GROWTH 0.0%
Value $3,494 Shares 8 Est. Cost $436.75 Unrealized
MCK MCKESSON CORP 0.0%
Value $3,461 Shares 4 Est. Cost $875.46 Unrealized 0.0%
VO VANGUARD MID 0.0%
Value $3,446 Shares 12 Est. Cost $287.17 Unrealized
NSC NORFOLK SOUTHERN 0.0%
Value $3,444 Shares 12 Est. Cost $298.18 Unrealized 0.0%
SLV ISHARES SILVER 0.0%
Value $3,407 Shares 50 Est. Cost $68.14 Unrealized
TT TRANE TECHNOLOGIES 0.0%
Value $3,334 Shares 8 Est. Cost $422.16 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value $3,172 Shares 16 Est. Cost $206.69 Unrealized 0.0%
PWR QUANTA SERVICES 0.0%
Value $2,745 Shares 5 Est. Cost $486.21 Unrealized 0.0%
XLV STATE STREET 0.0%
Value $2,598 Shares 18 Est. Cost $144.33 Unrealized
VOOG VANGUARD S&P 0.0%
Value $2,446 Shares 6 Est. Cost $407.67 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.0%
Value $2,425 Shares 5 Est. Cost $497.31 Unrealized 0.0%
TDG TRANSDIGM GROUP 0.0%
Value $2,318 Shares 2 Est. Cost $1361.54 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value $2,300 Shares 20 Est. Cost $140.88 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS 0.0%
Value $2,233 Shares 5 Est. Cost $467.55 Unrealized 0.0%
MGK VANGUARD MEGA 0.0%
Value $2,205 Shares 6 Est. Cost $367.50 Unrealized
IWF ISHARES RUSSELL 0.0%
Value $2,158 Shares 5 Est. Cost $431.60 Unrealized
XLF STATE STREET 0.0%
Value $2,156 Shares 44 Est. Cost $49.00 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $1,586 Shares 4 Est. Cost $471.68 Unrealized 0.0%
VOT VANGUARD MID 0.0%
Value $1,544 Shares 6 Est. Cost $257.33 Unrealized
SPYV STATE STREET 0.0%
Value $1,539 Shares 27 Est. Cost $57.00 Unrealized
KKR KKR & CO 0.0%
Value $1,480 Shares 16 Est. Cost $114.76 Unrealized 0.0%
CMG CHIPOTLE MEXICAN 0.0%
Value $1,280 Shares 40 Est. Cost $38.79 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value $1,254 Shares 14 Est. Cost $93.62 Unrealized 0.0%
ISCG ISHARES MORNINGSTAR 0.0%
Value $1,096 Shares 20 Est. Cost $54.80 Unrealized
GWW GRAINGER W W 0.0%
Value $1,091 Shares 1 Est. Cost $1094.66 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $1,046 Shares 10 Est. Cost $121.19 Unrealized 0.0%
VTI VANGUARD TOTAL 0.0%
Value $962 Shares 3 Est. Cost $320.67 Unrealized
DJT TRUMP MEDIA 0.0%
Value $807 Shares 87 Est. Cost $12.56 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value $566 Shares 10 Est. Cost $71.75 Unrealized 0.0%
ONON ON HOLDING 0.0%
Value $510 Shares 15 Est. Cost $46.33 Unrealized 0.0%
CELH CELSIUS HOLDINGS 0.0%
Value $461 Shares 13 Est. Cost $50.69 Unrealized 0.0%
IRON DISC MEDICINE 0.0%
Value $384 Shares 6 Est. Cost $74.04 Unrealized 0.0%
SOUN SOUNDHOUND AI 0.0%
Value $344 Shares 50 Est. Cost $9.38 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE 0.0%
Value $301 Shares 20 Est. Cost $16.32 Unrealized 0.0%
GLW CORNING INC 0.0%
Value $272 Shares 2 Est. Cost $111.68 Unrealized 0.0%
KODK EASTMAN KODAK 0.0%
Value $226 Shares 25 Est. Cost $7.62 Unrealized 0.0%
GILD GILEAD SCIENCES 0.0%
Value $139 Shares 1 Est. Cost $138.38 Unrealized 0.0%
WBD WARNER BROS 0.0%
Value $137 Shares 5 Est. Cost $28.24 Unrealized 0.0%
SPYG STATE STREET 0.0%
Value $98 Shares 1 Est. Cost $98.00 Unrealized
XLU STATE STREET 0.0%
Value $92 Shares 2 Est. Cost $46.00 Unrealized
SHAK SHAKE SHACK 0.0%
Value $88 Shares 1 Est. Cost $92.97 Unrealized 0.0%
DKNG DRAFTKINGS INC 0.0%
Value $86 Shares 4 Est. Cost $28.94 Unrealized 0.0%

Increased Positions (8)

Unchanged Positions (1)