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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 45 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 PCG PG&E CORP Utilities 23,853.0 $401K 0.01% NEW $16.82 +6.7%
882 EVR EVERCORE INC Financial Services 1,173.0 $401K 0.01% NEW $341.45 -14.4%
883 REGCO REGENCY CTRS CORP 5,020.0 $400K 0.01% NEW $79.74
884 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,708.0 $398K 0.01% NEW $233.13 +2.3%
885 HII HUNTINGTON INGALLS INDS INC Industrials 1,420.0 $397K 0.01% NEW $279.91 +6.2%
886 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,568.0 $397K 0.01% NEW $253.16 -15.1%
887 XT ISHARES TR 4,804.0 $397K 0.01% NEW $82.62 +1.0%
888 NTR NUTRIEN LTD Basic Materials 6,302.0 $397K 0.01% NEW $62.94 +16.1%
889 LVHD LEGG MASON ETF INVT 8,988.0 $396K 0.01% NEW $44.00 +0.2%
890 WTRG ESSENTIAL UTILS INC Utilities 10,309.0 $395K 0.01% NEW $38.31 +5.8%
891 XLSR SSGA ACTIVE TR 6,084.0 $395K 0.01% NEW $64.86 +2.5%
892 UNG UNITED STS NAT GAS FD LP Financial Services 33,632.0 $394K 0.01% NEW $11.72 -11.0%
893 ATLO AMES NATL CORP Financial Services 13,308.0 $394K 0.01% NEW $29.61 +6.1%
894 AYI ACUITY INC Industrials 1,046.0 $394K 0.01% NEW $376.66 -9.3%
895 SNX TD SYNNEX CORPORATION Technology 1,472.0 $394K 0.01% NEW $267.35 -2.7%
896 KHC KRAFT HEINZ CO Consumer Defensive 16,598.0 $392K 0.01% NEW $23.62 +6.4%
897 INCY INCYTE CORP Healthcare 3,457.0 $392K 0.01% NEW $113.36 +12.7%
898 XYLD GLOBAL X FDS 9,546.0 $389K 0.01% NEW $40.79 +1.8%
899 BUXX EA SERIES TRUST 19,164.0 $388K 0.01% NEW $20.24 -0.3%
900 PSP INVESCO EXCHANGE TRADED FD T 6,948.0 $387K 0.01% NEW $55.70 +15.5%
Page 45 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%