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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 12 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHM SCHWAB STRATEGIC TR 67,057.0 $2.5M 0.06% NEW $36.87 -2.3%
222 COF CAPITAL ONE FINL CORP Financial Services 12,296.0 $2.5M 0.06% NEW $200.62 +8.3%
223 LYG LLOYDS BANKING GROUP PLC Financial Services 415,779.0 $2.4M 0.06% NEW $5.83 +3.6%
224 ASX ASE TECHNOLOGY HLDG CO LTD Technology 53,650.0 $2.4M 0.06% NEW $45.12 -17.4%
225 VTIP VANGUARD MALVERN FDS 47,497.0 $2.4M 0.06% NEW $50.23 -0.8%
226 WELL WELLTOWER INC Real Estate 10,460.0 $2.4M 0.06% NEW $226.97 +6.5%
227 TXN TEXAS INSTRS INC Technology 7,961.0 $2.4M 0.06% NEW $298.07 -12.2%
228 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 24,658.0 $2.4M 0.06% NEW $95.98 +24.9%
229 LHX L3HARRIS TECHNOLOGIES INC Industrials 8,090.0 $2.4M 0.06% NEW $290.58 -9.5%
230 SHV ISHARES TR 21,265.0 $2.3M 0.06% NEW $110.35 -0.0%
231 BSJR INVESCO EXCH TRD SLF IDX FD 104,647.0 $2.3M 0.06% NEW $22.35 +0.1%
232 NYF ISHARES TR 43,363.0 $2.3M 0.06% NEW $53.91 -2.1%
233 CMI CUMMINS INC Industrials 3,248.0 $2.3M 0.06% NEW $713.17 -18.9%
234 DKNG DRAFTKINGS INC NEW Consumer Cyclical 91,546.0 $2.3M 0.06% NEW $25.26 -1.9%
235 MFG MIZUHO FINANCIAL GROUP INC Financial Services 240,425.0 $2.3M 0.06% NEW $9.58 +9.1%
236 SO SOUTHERN CO Utilities 23,995.0 $2.3M 0.06% NEW $95.71 -6.2%
237 BTI BRITISH AMERN TOB PLC Consumer Defensive 37,179.0 $2.3M 0.06% NEW $61.76 -7.0%
238 SPYV SPDR SERIES TRUST 37,675.0 $2.3M 0.06% NEW $60.79 +4.8%
239 SPEM SPDR INDEX SHS FDS 44,157.0 $2.3M 0.06% NEW $51.78 +1.7%
240 SYK STRYKER CORPORATION Healthcare 7,235.0 $2.3M 0.06% NEW $314.81 +4.7%
Page 12 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%