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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 50 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 EQNR EQUINOR ASA Energy 10,501.0 $330K 0.01% NEW $31.40 +30.4%
982 IGR CBRE GBL REAL ESTATE INC FD Financial Services 71,446.0 $329K 0.01% NEW $4.61 +0.3%
983 BLACKROCK ETF TRUST II 6,612.0 $329K 0.01% NEW $49.80
984 HAL HALLIBURTON CO Energy 9,698.0 $329K 0.01% NEW $33.95 +1.8%
985 INFY INFOSYS LTD Technology 31,282.0 $328K 0.01% NEW $10.49 +13.3%
986 FICO FAIR ISAAC CORP Technology 274.0 $328K 0.01% NEW $1195.49 -2.5%
987 NXT NEXTPOWER INC Technology 2,745.0 $327K 0.01% NEW $119.16 -24.3%
988 COKE COCA COLA CONS INC Consumer Defensive 1,711.0 $327K 0.01% NEW $190.94 +1.7%
989 CALI BLACKROCK ETF TRUST II 6,435.0 $325K 0.01% NEW $50.53 -0.2%
990 EQH EQUITABLE HLDGS INC Financial Services 7,404.0 $325K 0.01% NEW $43.88 +13.6%
991 WTFC WINTRUST FINL CORP Financial Services 2,021.0 $325K 0.01% NEW $160.73 -5.2%
992 CRL CHARLES RIV LABS INTL INC Healthcare 1,431.0 $324K 0.01% NEW $226.73 +33.2%
993 TDC TERADATA CORP DEL Technology 9,310.0 $323K 0.01% NEW $34.65 -19.2%
994 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,305.0 $323K 0.01% NEW $139.92 +1.6%
995 SMLF ISHARES TR 3,613.0 $322K 0.01% NEW $89.14 +0.3%
996 DVA DAVITA INC Healthcare 1,441.0 $321K 0.01% NEW $222.48 -19.8%
997 PFF ISHARES TR 10,482.0 $320K 0.01% NEW $30.49 +0.6%
998 DT DYNATRACE INC Technology 7,271.0 $319K 0.01% NEW $43.91 +21.0%
999 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,888.0 $318K 0.01% NEW $168.54 -7.6%
1000 NTRS NORTHERN TR CORP Financial Services 1,830.0 $318K 0.01% NEW $173.84 +7.4%
Page 50 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%