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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 19 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TPR TAPESTRY INC Consumer Cyclical 9,785.0 $1.4M 0.04% NEW $146.37 -15.8%
362 STM STMICROELECTRONICS N V Technology 18,985.0 $1.4M 0.04% NEW $74.89 -31.4%
363 TM TOYOTA MOTOR CORP Consumer Cyclical 8,406.0 $1.4M 0.04% NEW $168.42 +14.0%
364 KB KB FINL GROUP INC Financial Services 13,451.0 $1.4M 0.04% NEW $104.96 +15.6%
365 CSX CSX CORP Industrials 29,688.0 $1.4M 0.04% NEW $47.53 +8.4%
366 VIDI ETF SER SOLUTIONS 35,776.0 $1.4M 0.04% NEW $39.01 +4.2%
367 USFR WISDOMTREE TR 27,664.0 $1.4M 0.04% NEW $50.35 -0.0%
368 SPBO SPDR SERIES TRUST 47,574.0 $1.4M 0.04% NEW $29.04 -1.7%
369 NET CLOUDFLARE INC Technology 5,581.0 $1.4M 0.04% NEW $245.29 +25.7%
370 SPG SIMON PPTY GROUP INC NEW Real Estate 6,118.0 $1.4M 0.04% NEW $223.64 -3.9%
371 NATWEST GROUP PLC 77,411.0 $1.4M 0.04% NEW $17.63
372 ESML ISHARES TR 24,335.0 $1.4M 0.04% NEW $55.93 -0.5%
373 XRLX FUNDX INVT TR 27,392.0 $1.4M 0.04% NEW $49.47 -0.7%
374 VIGI VANGUARD WHITEHALL FDS 14,440.0 $1.3M 0.04% NEW $93.38 +5.6%
375 UNILEVER PLC 22,337.0 $1.3M 0.04% NEW $60.12
376 DB DEUTSCHE BK AG Financial Services 39,731.0 $1.3M 0.04% NEW $33.76 +18.7%
377 VTWO VANGUARD SCOTTSDALE FDS 11,027.0 $1.3M 0.04% NEW $121.42 -0.2%
378 IJS ISHARES TR 9,750.0 $1.3M 0.04% NEW $136.69 +1.0%
379 SHYG ISHARES TR 31,252.0 $1.3M 0.04% NEW $42.41 -0.2%
380 RPG INVESCO EXCHANGE TRADED FD T 20,740.0 $1.3M 0.03% NEW $63.85 -9.1%
Page 19 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%