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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 46 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 IVZ INVESCO LTD Financial Services 14,636.0 $386K 0.01% NEW $26.39 +26.2%
902 GH GUARDANT HEALTH INC Healthcare 2,572.0 $386K 0.01% NEW $150.03 +12.3%
903 CLH CLEAN HARBORS INC Industrials 1,288.0 $385K 0.01% NEW $298.75 +4.4%
904 FEDEX FGHT HLDG CO INC 2,536.0 $383K 0.01% NEW $151.00
905 ARCM ARROW INVTS TR 3,815.0 $382K 0.01% NEW $100.06 +0.3%
906 ARMK ARAMARK Industrials 6,692.0 $381K 0.01% NEW $56.90 +3.5%
907 SCHQ SCHWAB STRATEGIC TR 12,076.0 $378K 0.01% NEW $31.30 -3.3%
908 FANG DIAMONDBACK ENERGY INC Energy 2,149.0 $378K 0.01% NEW $175.79 +14.1%
909 IBB ISHARES TR 1,986.0 $378K 0.01% NEW $190.19 +12.9%
910 SOMNIGROUP INTERNATIONAL INC 4,804.0 $377K 0.01% NEW $78.40
911 PAYC PAYCOM SOFTWARE INC Technology 2,990.0 $376K 0.01% NEW $125.70 +88.6%
912 SSD SIMPSON MFG INC Industrials 1,780.0 $373K 0.01% NEW $209.36 -12.8%
913 YUMC YUM CHINA HLDGS INC Consumer Cyclical 9,110.0 $372K 0.01% NEW $40.87 +9.9%
914 FTS FORTIS INC Utilities 6,492.0 $372K 0.01% NEW $57.23 -4.2%
915 AEE AMEREN CORP Utilities 3,284.0 $371K 0.01% NEW $113.03 -5.6%
916 VOOV VANGUARD ADMIRAL FDS INC 1,690.0 $370K 0.01% NEW $219.21 +4.4%
917 WRB BERKLEY W R CORP Financial Services 5,251.0 $370K 0.01% NEW $70.53 -3.1%
918 WCC WESCO INTL INC Industrials 1,072.0 $370K 0.01% NEW $345.44 +1.5%
919 SCHE SCHWAB STRATEGIC TR 10,204.0 $370K 0.01% NEW $36.26 +2.8%
920 DFSU DIMENSIONAL ETF TRUST 7,926.0 $370K 0.01% NEW $46.63 +4.2%
Page 46 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%