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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 21 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NGG NATIONAL GRID PLC Utilities 15,019.0 $1.2M 0.03% NEW $82.87 -4.2%
402 TER TERADYNE INC Technology 2,556.0 $1.2M 0.03% NEW $483.93 -23.1%
403 MPC MARATHON PETE CORP Energy 4,828.0 $1.2M 0.03% NEW $255.67 +42.2%
404 CSTM CONSTELLIUM SE Basic Materials 38,731.0 $1.2M 0.03% NEW $31.87 -14.0%
405 EYLD CAMBRIA ETF TR 27,047.0 $1.2M 0.03% NEW $45.41 +7.4%
406 LIFE360 INC 22,185.0 $1.2M 0.03% NEW $55.36
407 QYLD GLOBAL X FDS 66,637.0 $1.2M 0.03% NEW $18.43 -0.8%
408 BNDI NEOS ETF TRUST 25,757.0 $1.2M 0.03% NEW $47.04 -1.1%
409 DHR DANAHER CORP DEL Healthcare 6,338.0 $1.2M 0.03% NEW $190.47 +13.2%
410 DVY ISHARES TR 7,716.0 $1.2M 0.03% NEW $156.31 +4.8%
411 INSW INTERNATIONAL SEAWAYS INC Energy 15,695.0 $1.2M 0.03% NEW $76.59 +29.6%
412 BN BROOKFIELD CORP Financial Services 28,181.0 $1.2M 0.03% NEW $42.59 -2.7%
413 URI UNITED RENTALS INC Industrials 1,058.0 $1.2M 0.03% NEW $1133.26 -8.4%
414 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,598.0 $1.2M 0.03% NEW $459.19 +14.8%
415 DGT SPDR SERIES TRUST 6,427.0 $1.2M 0.03% NEW $184.79 +3.3%
416 TT TRANE TECHNOLOGIES PLC Industrials 2,396.0 $1.2M 0.03% NEW $491.10 -7.5%
417 PSX PHILLIPS 66 Energy 6,956.0 $1.2M 0.03% NEW $169.05 +41.9%
418 DNP DNP SELECT INCOME FD INC Financial Services 108,327.0 $1.2M 0.03% NEW $10.79 +1.2%
419 BP BP PLC Energy 31,569.0 $1.2M 0.03% NEW $36.95 +14.6%
420 SPYI NEOS ETF TRUST 21,848.0 $1.2M 0.03% NEW $53.09 +1.3%
Page 21 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%