BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 47 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ORI OLD REP INTL CORP Financial Services 9,030.0 $370K 0.01% NEW $40.92 +3.2%
922 GPC GENUINE PARTS CO Consumer Cyclical 3,129.0 $369K 0.01% NEW $118.00 +15.9%
923 GOVT ISHARES TR 16,193.0 $369K 0.01% NEW $22.78 -1.1%
924 CLSE TRUST FOR PROFESSIONAL MANAG 10,797.0 $369K 0.01% NEW $34.13 -1.5%
925 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 967.0 $368K 0.01% NEW $380.37 -27.1%
926 LEA LEAR CORP Consumer Cyclical 2,739.0 $367K 0.01% NEW $134.06 -7.8%
927 VTHR VANGUARD SCOTTSDALE FDS 1,106.0 $367K 0.01% NEW $331.43 +2.9%
928 AJG GALLAGHER ARTHUR J & CO Financial Services 1,597.0 $367K 0.01% NEW $229.52 +13.3%
929 MOD MODINE MFG CO Consumer Cyclical 1,372.0 $366K 0.01% NEW $267.02 -30.2%
930 VTWV VANGUARD SCOTTSDALE FDS 1,874.0 $366K 0.01% NEW $195.47 +1.5%
931 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,951.0 $364K 0.01% NEW $123.45 -5.3%
932 SJNK SPDR SERIES TRUST 14,535.0 $364K 0.01% NEW $25.03 -0.4%
933 IONQ IONQ INC Technology 6,813.0 $363K 0.01% NEW $53.26 -20.3%
934 GL GLOBE LIFE INC Financial Services 2,024.0 $362K 0.01% NEW $178.69 -1.6%
935 VMC VULCAN MATLS CO Basic Materials 1,223.0 $361K 0.01% NEW $294.94 -7.1%
936 EQR EQUITY RESIDENTIAL Real Estate 5,310.0 $361K 0.01% NEW $67.92 -6.3%
937 AVSC AMERICAN CENTY ETF TR 4,902.0 $359K 0.01% NEW $73.34 +0.5%
938 TTC TORO CO Industrials 3,676.0 $358K 0.01% NEW $97.43 +2.1%
939 PTY PIMCO CORPORATE & INCOME OPP Financial Services 29,706.0 $357K 0.01% NEW $12.03 -2.2%
940 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,575.0 $357K 0.01% NEW $226.82 -41.9%
Page 47 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%