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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 54 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,154.0 $283K 0.01% NEW $131.61 +4.5%
1062 STRL STERLING INFRASTRUCTURE INC Industrials 337.0 $283K 0.01% NEW $839.97 -40.8%
1063 ACGL ARCH CAP GROUP LTD Financial Services 2,916.0 $283K 0.01% NEW $97.07 +3.8%
1064 RGLD ROYAL GOLD INC Basic Materials 1,417.0 $283K 0.01% NEW $199.62 +33.3%
1065 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,343.0 $283K 0.01% NEW $84.59 +2.7%
1066 OVV OVINTIV INC Energy 5,362.0 $282K 0.01% NEW $52.66 +22.5%
1067 OGE OGE ENERGY CORP Utilities 5,789.0 $282K 0.01% NEW $48.66 -4.3%
1068 AKAM AKAMAI TECHNOLOGIES INC Technology 2,379.0 $281K 0.01% NEW $118.22 -8.6%
1069 BCPC BALCHEM CORP Basic Materials 1,661.0 $281K 0.01% NEW $168.95 +6.4%
1070 AEIS ADVANCED ENERGY INDS Industrials 752.0 $280K 0.01% NEW $372.95 -24.1%
1071 TCOM TRIP COM GROUP LTD Consumer Cyclical 6,994.0 $279K 0.01% NEW $39.84 +13.3%
1072 OUSTER INC 4,449.0 $278K 0.01% NEW $62.52
1073 VKTX VIKING THERAPEUTICS INC Healthcare 7,126.0 $278K 0.01% NEW $39.01 -11.9%
1074 LVS LAS VEGAS SANDS CORP Consumer Cyclical 6,014.0 $278K 0.01% NEW $46.19 +0.1%
1075 AVK ADVENT CONV & INCOME FD Financial Services 21,156.0 $277K 0.01% NEW $13.10 -4.2%
1076 CSL CARLISLE COS INC Industrials 763.0 $277K 0.01% NEW $362.75 +0.8%
1077 HSY HERSHEY CO Consumer Defensive 1,574.0 $276K 0.01% NEW $175.46 +5.6%
1078 MNTN INC 30,000.0 $276K 0.01% NEW $9.20
1079 EMN EASTMAN CHEM CO Basic Materials 4,109.0 $275K 0.01% NEW $66.99 +8.9%
1080 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 508.0 $275K 0.01% NEW $541.83 -4.6%
Page 54 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%