Capital & Planning, Llc
Source: SEC Form 13F · as of Mar 2026Capital & Planning, Llc holds 13 biotech & pharma companies tracked by BioSniper, totaling $16.7M in value as of Mar 2026 (SEC Form 13F).
Companies held
13
Total value held
$16.7M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 11,283 | $10.4M |
| ABBVAbbVie Inc. | 15,986 | $3.5M |
| ABTABBOTT LABORATORIES | 16,460 | $1.7M |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 3,203 | $867K |
| JNJJOHNSON & JOHNSON | 844 | $206K |
| MRKMerck & Co., Inc. | 220 | $26K |
| CAHCardinal Health Inc. | 75 | $16K |
| GMOptec International, Inc. | 185 | $14K |
| DMACDiaMedica Therapeutics Inc. | 2,001 | $14K |
| MCKMcKesson Corporation | 4 | $3K |
| VRTXVERTEX PHARMACEUTICALS INC / MA | 5 | $2K |
| IRONDisc Medicine, Inc. | 6 | $384 |
| GILDGILEAD SCIENCES, INC. | 1 | $139 |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.