BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SGOV ISHARES TR 95,900.0 $9.7M 0.25% NEW $100.67 -0.0%
82 IJT ISHARES TR 53,150.0 $9.5M 0.25% NEW $178.60 -3.0%
83 CRWV COREWEAVE INC Technology 94,752.0 $9.4M 0.25% NEW $99.54 -11.6%
84 AMAT APPLIED MATLS INC Technology 12,906.0 $9.3M 0.24% NEW $722.97 -33.6%
85 MRVL MARVELL TECHNOLOGY INC Technology 30,838.0 $9.2M 0.24% NEW $297.89 -19.3%
86 USRT ISHARES TR 137,999.0 $9.2M 0.24% NEW $66.45 +1.7%
87 IGIB ISHARES TR 168,033.0 $8.9M 0.23% NEW $53.17 -1.3%
88 GS GOLDMAN SACHS GROUP INC Financial Services 8,829.0 $8.9M 0.23% NEW $1011.38 +4.7%
89 GEV GE VERNOVA INC Utilities 7,471.0 $8.8M 0.23% NEW $1174.94 -21.1%
90 V VISA INC Financial Services 25,346.0 $8.7M 0.23% NEW $343.09 +12.0%
91 PLTR PALANTIR TECHNOLOGIES INC Technology 73,535.0 $8.6M 0.22% NEW $116.67 +48.0%
92 IGSB ISHARES TR 160,754.0 $8.4M 0.22% NEW $52.41 -0.3%
93 IAU ISHARES GOLD TR Financial Services 111,023.0 $8.4M 0.22% NEW $75.51 +16.2%
94 BSV VANGUARD BD INDEX FDS 102,436.0 $8.0M 0.21% NEW $77.91 -0.2%
95 SNDK SANDISK CORP Technology 3,477.0 $7.9M 0.21% NEW $2273.93 -34.9%
96 DLS WISDOMTREE TR 90,795.0 $7.6M 0.20% NEW $83.79 +7.0%
97 IEMG ISHARES INC 91,492.0 $7.6M 0.20% NEW $82.84 -1.1%
98 EMXC ISHARES INC 73,777.0 $7.5M 0.20% NEW $102.30 -3.9%
99 CVX CHEVRON CORPORATION Energy 45,520.0 $7.5M 0.20% NEW $165.76 +20.6%
100 HSBC HSBC HLDGS PLC Financial Services 79,278.0 $7.5M 0.20% NEW $95.09 +9.8%
Page 5 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%