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| Name: |
Capital Planning Advisors LLC |
| City: |
SACRAMENTO |
| State: |
CA |
| Zip: |
95825 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FOUR |
Shift4 Payments, Inc. |
74 |
New |
$70.54 |
$934,000 |
14,134 |
0.16% |
934,000 |
14,134 |
0.023 |
N/A |
|
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LAG |
Lagardere S.C.A |
117 |
New |
$25.09 |
$306,000 |
12,085 |
0.05% |
306,000 |
12,085 |
0.001 |
Closed - End Fund - E... |
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NVO |
Novo Nordisk A/S (ADR) |
122 |
New |
$139.92 |
$279,000 |
2,172 |
0.05% |
279,000 |
2,172 |
0 |
Drug Manufacturers - ... |
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JKG |
iShares Tr Morngstr Mid Core |
127 |
New |
$70.01 |
$257,000 |
3,533 |
0.05% |
257,000 |
3,533 |
0.011 |
Closed - End Fund - E... |
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CPRT |
Copart Inc |
129 |
New |
$52.99 |
$246,000 |
4,244 |
0.04% |
246,000 |
4,244 |
0.001 |
Auto Dealerships |
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IUSB |
Ishares Core Total Usd Bond... |
131 |
New |
$0.00 |
$244,000 |
5,360 |
0.04% |
244,000 |
5,360 |
0 |
N/A |
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DKNG |
Draftkings Inc Class A |
134 |
New |
$0.00 |
$232,000 |
5,119 |
0.04% |
232,000 |
5,119 |
0.001 |
N/A |
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SAP |
SAP AG (ADR) |
138 |
New |
$184.22 |
$206,000 |
1,058 |
0.04% |
206,000 |
1,058 |
0 |
Application Software |
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