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Institutional Investment Manager
Capital Planning Advisors, LLC
Capital Planning Advisors, LLC (CIK: 0001631941) incorporated in California, located at 1420 Rocky Ridge Drive, Roseville, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q2)
Portfolio Summary: 107 holdings with a total value of $170,410,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 BOEING CO 1,552 215,000 0.13%
102 ISHARES TR 1,948 211,000 0.12%
103 SELECT SECTOR SPDR TR 2,706 207,000 0.12%
104 FORD MTR CO DEL 13,048 196,000 0.12%
105 CENTRAL FD CDA LTD 11,450 134,000 0.08%
106 SPDR S&P 500 ETF TR 19,500 13,000 0.01% Put
107 MCCLATCHY CO 11,000 12,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001482, filed 2015.07.22).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.