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Portfolio (Quarterly) Guide ↗

Compound Planning, Inc.

· CIK 0001978879
13F Portfolio $3.8B AUM 2,302 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1260 New
Page 18 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,208.0 $1.6M 0.04% NEW $96.12 -51.4%
342 SCCO SOUTHERN COPPER CORP Basic Materials 8,909.0 $1.6M 0.04% NEW $174.27 +24.1%
343 EMR EMERSON ELEC CO Industrials 10,771.0 $1.5M 0.04% NEW $143.15 +10.2%
344 AEP AMERICAN ELEC PWR CO INC Utilities 11,245.0 $1.5M 0.04% NEW $136.80 -10.3%
345 RSP INVESCO EXCHANGE TRADED FD T 7,207.0 $1.5M 0.04% NEW $212.76 +4.1%
346 BLUEROCK PVT REAL ESTATE FD 116,815.0 $1.5M 0.04% NEW $13.08
347 VANGUARD MUN BD FDS 15,119.0 $1.5M 0.04% NEW $100.97
348 SCHR SCHWAB STRATEGIC TR 61,871.0 $1.5M 0.04% NEW $24.66 -0.9%
349 VOOG VANGUARD ADMIRAL FDS INC 18,403.0 $1.5M 0.04% NEW $82.62 +2.4%
350 JCI JOHNSON CONTROLS INTERNATION Industrials 10,329.0 $1.5M 0.04% NEW $146.12 -2.7%
351 TRV TRAVELERS COMPANIES INC Financial Services 4,564.0 $1.5M 0.04% NEW $330.13 +11.9%
352 SCHW SCHWAB CHARLES CORP Financial Services 16,315.0 $1.5M 0.04% NEW $92.27 +17.1%
353 GM GENERAL MTRS CO Consumer Cyclical 19,500.0 $1.5M 0.04% NEW $77.08 +11.8%
354 SCHX SCHWAB STRATEGIC TR 50,937.0 $1.5M 0.04% NEW $29.43 +3.3%
355 MMM 3M CO Industrials 9,215.0 $1.5M 0.04% NEW $161.91 +10.5%
356 AMT AMERICAN TOWER CORP Real Estate 9,115.0 $1.5M 0.04% NEW $163.57 +6.5%
357 ESGE ISHARES INC 27,094.0 $1.5M 0.04% NEW $54.69 -0.6%
358 TEL TE CONNECTIVITY PLC Technology 7,327.0 $1.5M 0.04% NEW $201.63 +0.7%
359 STT STATE STR CORP Financial Services 8,620.0 $1.5M 0.04% NEW $169.60 +14.0%
360 ALAB ASTERA LABS INC Technology 2,977.0 $1.4M 0.04% NEW $483.02 -37.0%
Page 18 of 63  ·  1,260 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 20.9%
Healthcare 8.8%
Consumer Cyclical 7.5%
Industrials 7.3%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 3.2%
Basic Materials 2.7%
Utilities 2.3%