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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 13 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MCK MCKESSON CORP Healthcare 3,011.0 $2.3M 0.06% NEW $755.67 +17.4%
242 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 120,388.0 $2.3M 0.06% NEW $18.87 +20.2%
243 ACWX ISHARES TR 29,502.0 $2.2M 0.06% NEW $76.11 +2.2%
244 BCS BARCLAYS PLC Financial Services 83,327.0 $2.2M 0.06% NEW $26.86 +0.0%
245 LMT LOCKHEED MARTIN CORP Industrials 4,368.0 $2.2M 0.06% NEW $509.39 +10.4%
246 BLK BLACKROCK INC Financial Services 2,307.0 $2.2M 0.06% NEW $961.61 +22.6%
247 SBUX STARBUCKS CORP Consumer Cyclical 21,513.0 $2.2M 0.06% NEW $102.19 +5.7%
248 FENI FIDELITY COVINGTON TRUST 54,058.0 $2.2M 0.06% NEW $40.13 +3.3%
249 CIEN CIENA CORP Technology 4,412.0 $2.2M 0.06% NEW $490.61 -19.1%
250 COHR COHERENT CORP Technology 5,475.0 $2.2M 0.06% NEW $394.47 -25.8%
251 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,591.0 $2.1M 0.06% NEW $223.96 +27.3%
252 VRT VERTIV HOLDINGS CO Industrials 6,396.0 $2.1M 0.06% NEW $334.79 -20.9%
253 SONY SONY GROUP CORP Technology 106,076.0 $2.1M 0.06% NEW $20.06 +19.3%
254 DGRO ISHARES TR 28,000.0 $2.1M 0.06% NEW $75.79 +4.8%
255 PNC PNC FINL SVCS GROUP INC Financial Services 8,573.0 $2.1M 0.06% NEW $246.23 -1.8%
256 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,209.0 $2.1M 0.06% NEW $501.46 +26.1%
257 IJH ISHARES TR 26,879.0 $2.1M 0.05% NEW $77.11 -0.8%
258 HWM HOWMET AEROSPACE INC Industrials 7,665.0 $2.1M 0.05% NEW $268.86 -1.7%
259 BLACKROCK ETF TRUST 56,066.0 $2.1M 0.05% NEW $36.60
260 VYMI VANGUARD WHITEHALL FDS 20,830.0 $2.0M 0.05% NEW $98.20 +6.8%
Page 13 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%