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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 11 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 META PUT META PLATFORMS INC Communication Services 5,000.0 $2.8M 0.07% NEW $563.29 +2.3%
202 IWS ISHARES TR 17,084.0 $2.8M 0.07% NEW $164.60 +4.6%
203 UBER UBER TECHNOLOGIES INC Technology 38,771.0 $2.8M 0.07% NEW $72.16 +8.8%
204 SHEL SHELL PLC Energy 35,990.0 $2.8M 0.07% NEW $77.54 +17.5%
205 USIG ISHARES TR 54,383.0 $2.8M 0.07% NEW $51.29 -1.5%
206 GLW CORNING INC Technology 10,790.0 $2.8M 0.07% NEW $255.45 -40.2%
207 DELL DELL TECHNOLOGIES INC Technology 6,351.0 $2.7M 0.07% NEW $431.46 +7.5%
208 APH AMPHENOL CORP Technology 15,477.0 $2.7M 0.07% NEW $176.32 -8.5%
209 LITE LUMENTUM HLDGS INC Technology 3,146.0 $2.7M 0.07% NEW $858.06 +9.4%
210 MCHP MICROCHIP TECHNOLOGY INC. Technology 29,181.0 $2.7M 0.07% NEW $91.20 -18.8%
211 BX BLACKSTONE INC Financial Services 22,483.0 $2.6M 0.07% NEW $117.67 +21.7%
212 UPS UNITED PARCEL SVCS INC Industrials 24,508.0 $2.6M 0.07% NEW $107.50 -1.7%
213 ESGD ISHARES TR 25,571.0 $2.6M 0.07% NEW $102.81 +4.3%
214 CL COLGATE PALMOLIVE CO Consumer Defensive 28,242.0 $2.6M 0.07% NEW $91.68 +0.4%
215 ADI ANALOG DEVICES INC Technology 6,510.0 $2.6M 0.07% NEW $397.18 -6.4%
216 MO ALTRIA GROUP INC Consumer Defensive 35,245.0 $2.5M 0.07% NEW $71.95 -3.9%
217 OKLO OKLO INC Utilities 48,147.0 $2.5M 0.07% NEW $52.33 -20.5%
218 PH PARKER-HANNIFIN CORP Industrials 2,573.0 $2.5M 0.07% NEW $978.08 +6.3%
219 UBS UBS GROUP AG Financial Services 50,020.0 $2.5M 0.07% NEW $49.56 +10.0%
220 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,566.0 $2.5M 0.06% NEW $965.04 -12.3%
Page 11 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%