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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 15 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ENTERGY CORP NEW 16,691.0 $1.9M 0.05% NEW $114.86
282 FLEX FLEX LTD Technology 11,813.0 $1.9M 0.05% NEW $162.07 -28.7%
283 PEP PEPSICO INC Consumer Defensive 14,127.0 $1.9M 0.05% NEW $135.40 +4.0%
284 KMI KINDER MORGAN INC DEL Energy 59,753.0 $1.9M 0.05% NEW $31.97 -1.5%
285 NEM NEWMONT CORP Basic Materials 20,390.0 $1.9M 0.05% NEW $93.40 +42.7%
286 IDEV ISHARES TR 21,309.0 $1.9M 0.05% NEW $89.01 +4.7%
287 IRM IRON MTN INC DEL Real Estate 14,936.0 $1.9M 0.05% NEW $126.31 -2.9%
288 PWR QUANTA SVCS INC Industrials 2,615.0 $1.9M 0.05% NEW $720.17 -13.7%
289 CRM SALESFORCE INC Technology 12,013.0 $1.9M 0.05% NEW $156.65 +57.0%
290 VYM VANGUARD WHITEHALL FDS 11,733.0 $1.9M 0.05% NEW $158.03 +4.1%
291 EQIX EQUINIX INC Real Estate 1,778.0 $1.9M 0.05% NEW $1042.41 +3.1%
292 B BARRICK MNG CORP Basic Materials 50,222.0 $1.8M 0.05% NEW $36.73 +29.3%
293 CB CHUBB LIMITED Financial Services 5,393.0 $1.8M 0.05% NEW $340.78 -0.6%
294 BNS BANK NOVA SCOTIA B C Financial Services 21,085.0 $1.8M 0.05% NEW $86.84 +6.7%
295 BMY BRISTOL-MYERS SQUIBB CO Healthcare 31,680.0 $1.8M 0.05% NEW $57.62 +16.7%
296 BMO BANK MONTREAL MEDIUM Financial Services 10,317.0 $1.8M 0.05% NEW $176.69 -2.6%
297 CTVA CORTEVA INC Basic Materials 21,435.0 $1.8M 0.05% NEW $84.69 -2.8%
298 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 6,160.0 $1.8M 0.05% NEW $293.20 +3.9%
299 VXUS VANGUARD STAR FDS 21,111.0 $1.8M 0.05% NEW $85.49 +2.7%
300 QQQM INVESCO EXCH TRADED FD TR II 5,951.0 $1.8M 0.05% NEW $302.98 -2.4%
Page 15 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%