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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 38 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PDD PDD HOLDINGS INC Consumer Cyclical 6,987.0 $533K 0.01% NEW $76.29 +11.0%
742 CHT CHUNGHWA TELECOM CO LTD Communication Services 11,955.0 $529K 0.01% NEW $44.26 -2.9%
743 BDX BECTON DICKINSON & CO Healthcare 3,491.0 $528K 0.01% NEW $151.35 +24.3%
744 CPT CAMDEN PPTY TR Real Estate 4,606.0 $527K 0.01% NEW $114.50 -7.6%
745 UDR UDR INC Real Estate 13,153.0 $525K 0.01% NEW $39.92 -7.1%
746 SYY SYSCO CORP Consumer Defensive 6,258.0 $523K 0.01% NEW $83.57 -1.3%
747 RVMD REVOLUTION MEDICINES INC Healthcare 2,787.0 $522K 0.01% NEW $187.28 +18.1%
748 VOD VODAFONE GROUP PLC Communication Services 39,394.0 $521K 0.01% NEW $13.23 +20.1%
749 HQH ABRDN HEALTHCARE INVESTORS Financial Services 23,585.0 $518K 0.01% NEW $21.98 +5.5%
750 RS RELIANCE INC Basic Materials 1,383.0 $517K 0.01% NEW $373.60 +4.8%
751 EMLP FIRST TR EXCHANGE-TRADED FD 11,877.0 $517K 0.01% NEW $43.50 +1.6%
752 VTR VENTAS INC Real Estate 5,798.0 $515K 0.01% NEW $88.79 +4.6%
753 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,054.0 $513K 0.01% NEW $249.96 -6.8%
754 MRSH MARSH & MCLENNAN COS INC Financial Services 3,077.0 $513K 0.01% NEW $166.65 +14.0%
755 FREL FIDELITY COVINGTON TRUST 17,441.0 $511K 0.01% NEW $29.30 +1.2%
756 ZTS ZOETIS INC Healthcare 7,084.0 $509K 0.01% NEW $71.86 +4.4%
757 DFIC DIMENSIONAL ETF TRUST 13,618.0 $507K 0.01% NEW $37.26 +5.8%
758 ELAN ELANCO ANIMAL HEALTH INC Healthcare 20,552.0 $506K 0.01% NEW $24.61 -0.4%
759 EIX EDISON INTL Utilities 6,790.0 $506K 0.01% NEW $74.45 -1.0%
760 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 34,761.0 $505K 0.01% NEW $14.54 +0.1%
Page 38 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%