Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Capital Planning LLC
  City: BELLEVUE
  State: WA
  Zip: 98004
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $306,561,000
  Total Value Change : $25,389,000
  Securities Held Change : 7
   
All Securities Held : 81
  New Positions : 10
  Closed Positions : 4
  Increased Positions : 41
  Unchanged Positions : 13
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PWR)1 Year Chart         PWR Quanta Services Inc 5 - $267.66 $16,231,000 62,475 5.29% 2,743,000 0 0.045    General Contractors
   (ORCL)1 Year Chart         ORCL Oracle Corp 33 - $124.52 $1,960,000 15,602 0.64% 315,000 0 0.001    Application Software
   (WM)1 Year Chart         WM Waste Management Inc 38 - $208.47 $1,236,000 5,800 0.4% 197,000 0 0.001    Waste Management
   (PCAR)1 Year Chart         PCAR Paccar Inc 51 - $106.11 $517,000 4,169 0.17% 97,000 0 0.001    Trucks & Other Vehicles
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 54 - $185.36 $468,000 2,506 0.15% 44,000 0 0.01    Closed - End Fund - E...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 64 - $133.62 $363,000 2,780 0.12% 22,000 0 0.001    Paper & Paper Products
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 65 - $195.58 $347,000 1,730 0.11% 53,000 0 0    Domestic Money Center...
   (HPQ)1 Year Chart         HPQ HP Inc 66 - $31.82 $340,000 11,164 0.11% 1,000 0 0.001    Diversified Computer ...
   (A)1 Year Chart         A Agilent Technologies Inc 68 - $154.64 $295,000 2,029 0.1% 12,000 0 0.001    Scientific & Technica...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 70 - $0.00 $271,000 4,680 0.09% 12,000 0 0.001    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 73 - $49.56 $263,000 5,239 0.09% 12,000 0 0.001    Closed - End Fund - F...
   (CATH)1 Year Chart         CATH Global X S&p 500 Catholic V... 77 - $63.96 $235,000 3,689 0.08% 20,000 0 0.039    N/A
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co 81 - $17.80 $199,000 11,164 0.06% 8,000 0 0.001    N/A
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us