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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 31 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TDF TEMPLETON DRAGON FD INC Financial Services 67,650.0 $737K 0.02% NEW $10.89 -0.2%
602 SLB SLB LIMITED Energy 15,832.0 $736K 0.02% NEW $46.49 +18.3%
603 LNG CHENIERE ENERGY INC Energy 3,078.0 $736K 0.02% NEW $239.01 +17.5%
604 GDV GABELLI DIVID & INCOME TR Financial Services 24,998.0 $735K 0.02% NEW $29.40 +3.2%
605 ENFR ALPS ETF TR 19,269.0 $734K 0.02% NEW $38.10 +4.5%
606 CI THE CIGNA GROUP Healthcare 2,662.0 $734K 0.02% NEW $275.67 +0.7%
607 GNK GENCO SHIPPING & TRADING LTD Industrials 29,576.0 $733K 0.02% NEW $24.78 +4.2%
608 MSCI MSCI INC Financial Services 1,308.0 $733K 0.02% NEW $560.06 +1.6%
609 JLS NUVEEN MORTGAGE AND INCOME F Financial Services 41,876.0 $732K 0.02% NEW $17.48 -3.5%
610 IHD VOYA EMERGING MKTS HIGH DIVI Financial Services 93,375.0 $728K 0.02% NEW $7.80 -1.7%
611 SLF SUN LIFE FINANCIAL INC. Financial Services 9,251.0 $725K 0.02% NEW $78.42 +0.2%
612 KGS KODIAK GAS SVCS INC Energy 9,650.0 $725K 0.02% NEW $75.13 -19.9%
613 JAVA J P MORGAN EXCHANGE TRADED F 9,108.0 $723K 0.02% NEW $79.41 +4.4%
614 IWN ISHARES TR 3,265.0 $722K 0.02% NEW $221.18 +1.6%
615 SMH VANECK ETF TRUST 1,101.0 $722K 0.02% NEW $655.81 -12.6%
616 MLI MUELLER INDS INC Industrials 5,855.0 $720K 0.02% NEW $122.94 -47.8%
617 OEF ISHARES TR 1,963.0 $718K 0.02% NEW $365.92 +4.1%
618 ARGX ARGENX SE Healthcare 774.0 $718K 0.02% NEW $927.64 +14.1%
619 RPRX ROYALTY PHARMA PLC Healthcare 12,784.0 $717K 0.02% NEW $56.07 +10.4%
620 CBOE CBOE GLOBAL MKTS INC Financial Services 2,945.0 $715K 0.02% NEW $242.67 +29.4%
Page 31 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%