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  Name: Capital Planning Advisors LLC
  City: SACRAMENTO
  State: CA
  Zip: 95825
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $584,401,000
  Total Value Change : $14,974,000
  Securities Held Change : -6
   
All Securities Held : 136
  New Positions : 3
  Closed Positions : 9
  Increased Positions : 52
  Unchanged Positions : 23
  Decreased Positions : 58

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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 137 Closed $292.78 $0 0 0% -223,000 -892 0    Business Software & S...
   (SAP)1 Year Chart         SAP SAP AG (ADR) 143 Closed $237.35 $0 0 0% -206,000 -1,058 0    Application Software
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 142 Closed $69.79 $0 0 0% -206,000 -2,941 0    Food - Major Diversified
   (TV)1 Year Chart         TV Grupo Televisa S.A. (ADR) 141 Closed $2.48 $0 0 0% -38,000 -11,741 0    Broadcasting - TV
   (DLTR)1 Year Chart         DLTR Dollar Tree Stores Inc 140 Closed $63.31 $0 0 0% -201,000 -1,513 0    Discount, Variety Stores
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 139 Closed $0.00 $0 0 0% -244,000 -5,360 0    N/A
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 145 Closed $0.00 $0 0 0% -232,000 -5,119 0    N/A
   (FTLS)1 Year Chart         FTLS First Trust Long Short Equity 138 Closed $0.00 $0 0 0% -648,000 -10,510 0    N/A
   (CRL)1 Year Chart         CRL Charles River Laboratories ... 144 Closed $181.39 $0 0 0% -251,000 -927 0    Biotechnology

      9 Records Found
  1    
Page 1 of 1
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