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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 30 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ARKF ARK ETF TR 19,272.0 $760K 0.02% NEW $39.46 +19.2%
582 SEI SOLARIS ENERGY INFRAS INC Energy 9,451.0 $760K 0.02% NEW $80.46 -34.3%
583 RL RALPH LAUREN CORP Consumer Cyclical 1,893.0 $760K 0.02% NEW $401.42 -12.3%
584 ED CONSOLIDATED EDISON INC Utilities 6,847.0 $758K 0.02% NEW $110.64 -3.6%
585 VMBS VANGUARD SCOTTSDALE FDS 16,158.0 $756K 0.02% NEW $46.81 -0.9%
586 NLR VANECK ETF TRUST 6,492.0 $753K 0.02% NEW $115.99 +7.8%
587 WPC WP CAREY INC Real Estate 10,482.0 $749K 0.02% NEW $71.50 -1.6%
588 DSI ISHARES TR 5,262.0 $749K 0.02% NEW $142.39 +4.4%
589 CNI CANADIAN NATL RY CO Industrials 6,281.0 $749K 0.02% NEW $119.25 +6.1%
590 FERG FERGUSON ENTERPRISES INC Industrials 3,154.0 $749K 0.02% NEW $237.37 -1.7%
591 JIRE J P MORGAN EXCHANGE TRADED F 9,075.0 $749K 0.02% NEW $82.49 +3.1%
592 STK COLUMBIA SELIGM PREM TECH GR Financial Services 13,863.0 $747K 0.02% NEW $53.87 -2.4%
593 SNOW SNOWFLAKE INC Technology 2,933.0 $747K 0.02% NEW $254.53 +29.3%
594 JD JD.COM INC Consumer Cyclical 29,272.0 $746K 0.02% NEW $25.48 +11.8%
595 YUM YUM BRANDS INC Consumer Cyclical 4,662.0 $745K 0.02% NEW $159.87 -5.7%
596 BWA BORGWARNER INC Consumer Cyclical 11,213.0 $745K 0.02% NEW $66.40 -2.4%
597 WWD WOODWARD INC Industrials 1,741.0 $741K 0.02% NEW $425.45 -18.6%
598 NTRA NATERA INC Healthcare 2,727.0 $740K 0.02% NEW $271.45 +24.8%
599 IDV ISHARES TR 17,850.0 $740K 0.02% NEW $41.43 +7.8%
600 WAB WABTEC Industrials 2,736.0 $738K 0.02% NEW $269.57 +10.3%
Page 30 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%