SEC Form 13F

CAPITAL & PLANNING, LLC 13F Holdings

Report period2026-03-31
Publicly available2026-05-19
Reported value$164,830,195
Positions172

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INCGOOGLCommon Stock$21,082,70073,316
AMAZON COMAMZNCommon Stock$15,700,86775,387
MICROSOFT CORPMSFTCommon Stock$15,653,86642,288
SOUTHERN COMPANYSOCommon Stock$13,834,583143,334
VISA INCVCommon Stock$12,713,94842,066
ELI LILLYLLYCommon Stock$10,000,04010,872
DUKE ENERGYDUKCommon Stock$6,827,37852,141
APPLE INCAAPLCommon Stock$6,732,73426,529
MCDONALDS CORPMCDCommon Stock$6,273,67020,186
CATERPILLAR INCCATCommon Stock$4,921,9216,947

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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