Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL PLANNING ADVISORS LLC | 02-12-2024 | 12-31-2023 | 135 | 528,937,723 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAINGER W W INC | COM | 51 | $3,001,515 | 3,622 | 0.00 | 0.00 | -127 | -3.39 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $2,922,115 | 8,193 | 0.00 | 0.00 | 263 | 3.32 | 12-31-2023 |
| OLD DOMINION FREIGHT LINE IN | COM | 53 | $2,889,327 | 7,128 | 0.00 | 0.00 | -221 | -3.01 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 54 | $2,726,239 | 6,015 | 0.00 | 0.00 | 187 | 3.21 | 12-31-2023 |
