Capital Planning Advisors, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$728.2M
Holdings
143
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
JPSTJ P MORGAN EXCHANGE TRADED F | $608K |
CGMUCAPITAL GRP FIXED INCM ETF T | $607K |
FASTFASTENAL CO | $584K |
4I1PHILIP MORRIS INTL INC | $581K |
VTHRVANGUARD SCOTTSDALE FDS | $556K |
XOMEXXON MOBIL CORP | $552K |
MRKMERCK & CO INC | $550K |
DOVDOVER CORP | $545K |
NOCNORTHROP GRUMMAN CORP | $541K |
LOWLOWES COS INC | $531K |
KOMPSPDR SERIES TRUST | $527K |
CSCOCISCO SYS INC | $502K |
RTXRTX CORPORATION | $498K |
NSCNORFOLK SOUTHN CORP | $490K |
OBDCBLUE OWL CAPITAL CORPORATION | $480K |
ZTSZOETIS INC | $453K |
NFLXNETFLIX INC | $412K |
MSIMOTOROLA SOLUTIONS INC | $396K |
ECLECOLAB INC | $393K |
SPABSPDR SERIES TRUST | $367K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $365K |
IVVISHARES TR | $362K |
COPCONOCOPHILLIPS | $362K |
SPGIS&P GLOBAL INC | $315K |
CPRTCOPART INC | $294K |
TMUST-MOBILE US INC | $294K |
VGITVANGUARD SCOTTSDALE FDS | $282K |
SOSOUTHERN CO | $281K |
MCDMCDONALDS CORP | $276K |
DUKDUKE ENERGY CORP NEW | $270K |
WMWASTE MGMT INC DEL | $270K |
VONGVANGUARD SCOTTSDALE FDS | $264K |
ARKFARK ETF TR | $261K |
HONHONEYWELL INTL INC | $256K |
CMICUMMINS INC | $256K |
APPAPPLOVIN CORP | $254K |
WPCWP CAREY INC | $246K |
VEUVANGUARD INTL EQUITY INDEX F | $245K |
VSTVISTRA CORP | $226K |
NEMNEWMONT CORP | $221K |
MGKVANGUARD WORLD FD | $216K |
AG8AGILENT TECHNOLOGIES INC | $207K |
HRTXHERON THERAPEUTICS INC | $181K |
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