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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 36 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KIM KIMCO REALTY CORP Real Estate 22,917.0 $581K 0.01% NEW $25.35 -6.0%
702 BPOP POPULAR INC Financial Services 3,517.0 $577K 0.01% NEW $164.18 +3.4%
703 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 7,415.0 $577K 0.01% NEW $77.87 -11.5%
704 SPHD INVESCO EXCH TRADED FD TR II 11,331.0 $576K 0.01% NEW $50.84 +3.7%
705 MTB M & T BK CORP Financial Services 2,420.0 $576K 0.01% NEW $238.01 +0.3%
706 SNY SANOFI SA Healthcare 13,468.0 $575K 0.01% NEW $42.66 +5.1%
707 KR KROGER CO Consumer Defensive 10,324.0 $573K 0.01% NEW $55.53 +2.5%
708 HBM HUDBAY MINERALS INC Basic Materials 24,271.0 $573K 0.01% NEW $23.61 +28.6%
709 MGK VANGUARD WORLD FD 6,481.0 $570K 0.01% NEW $87.91 +2.9%
710 AIZ ASSURANT INC Financial Services 2,114.0 $568K 0.01% NEW $268.54 +6.3%
711 BURL BURLINGTON STORES INC Consumer Cyclical 1,786.0 $566K 0.01% NEW $316.80 -8.5%
712 CFG CITIZENS FINL GROUP INC Financial Services 8,074.0 $566K 0.01% NEW $70.07 +0.2%
713 GRAB CALL GRAB HOLDINGS LIMITED Technology 150,000.0 $566K 0.01% NEW $3.77 -4.8%
714 VST VISTRA CORP Utilities 3,561.0 $565K 0.01% NEW $158.63 -11.9%
715 DFAI DIMENSIONAL ETF TRUST 13,691.0 $565K 0.01% NEW $41.25 +5.0%
716 ANNALY CAPITAL MANAGEMENT IN 25,228.0 $564K 0.01% NEW $22.36
717 MSI MOTOROLA SOLUTIONS INC Technology 1,357.0 $564K 0.01% NEW $415.30 +17.2%
718 AZO AUTOZONE INC Consumer Cyclical 175.0 $559K 0.01% NEW $3195.94 -8.2%
719 QDIV GLOBAL X FDS 14,905.0 $555K 0.01% NEW $37.24 +9.7%
720 BBD BANCO BRADESCO S A Financial Services 159,659.0 $554K 0.01% NEW $3.47 -6.9%
Page 36 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%