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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 32 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SRE SEMPRA Utilities 7,692.0 $713K 0.02% NEW $92.71 -9.1%
622 EA ELECTRONIC ARTS INC Communication Services 3,462.0 $710K 0.02% NEW $205.06 +2.3%
623 AON AON PLC Financial Services 2,136.0 $708K 0.02% NEW $331.69 +7.1%
624 USHY ISHARES TR 19,130.0 $708K 0.02% NEW $37.02 -0.4%
625 IAE VOYA ASIA PAC HIGH DIV EQT I Financial Services 76,375.0 $708K 0.02% NEW $9.27 -3.6%
626 HDB HDFC BANK LTD Financial Services 27,396.0 $708K 0.02% NEW $25.83 -10.6%
627 FITB FIFTH THIRD BANCORP Financial Services 12,516.0 $706K 0.02% NEW $56.37 -3.2%
628 UTG REAVES UTIL INCOME FD Financial Services 17,202.0 $700K 0.02% NEW $40.72 -7.4%
629 WEC WEC ENERGY GROUP INC Utilities 5,997.0 $700K 0.02% NEW $116.76 -9.0%
630 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,811.0 $700K 0.02% NEW $386.64 +2.0%
631 AGNC AGNC INVT CORP Real Estate 64,101.0 $699K 0.02% NEW $10.90 -0.0%
632 RGT ROYCE GLOBAL TRUST INC Financial Services 49,014.0 $697K 0.02% NEW $14.23 +7.8%
633 ABEV AMBEV SA Consumer Defensive 222,072.0 $697K 0.02% NEW $3.14 -8.9%
634 SOFI SOFI TECHNOLOGIES INC Financial Services 38,730.0 $694K 0.02% NEW $17.93 +0.7%
635 PYLD PIMCO ETF TR 26,021.0 $690K 0.02% NEW $26.52 -1.4%
636 UAL UNITED AIRLS HLDGS INC Industrials 5,073.0 $690K 0.02% NEW $135.99 -18.7%
637 VXF VANGUARD INDEX FDS 2,786.0 $686K 0.02% NEW $246.20 -1.5%
638 AXIA ENERGIA SA 64,810.0 $684K 0.02% NEW $10.56
639 MEDP MEDPACE HLDGS INC Healthcare 1,290.0 $683K 0.02% NEW $529.59 +13.4%
640 VGK VANGUARD INTL EQUITY INDEX F 7,710.0 $683K 0.02% NEW $88.54 +3.9%
Page 32 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%