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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 59 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 OTIS OTIS WORLDWIDE CORP Industrials 3,182.0 $228K 0.01% NEW $71.60 +1.1%
1162 GTLS CHART INDS INC Industrials 1,087.0 $227K 0.01% NEW $208.94 +0.5%
1163 WEAT TEUCRIUM COMMODITY TR Financial Services 10,295.0 $227K 0.01% NEW $22.03 +22.5%
1164 GGOV BLACKROCK ETF TRUST II 4,502.0 $226K 0.01% NEW $50.29 +0.1%
1165 LSTR LANDSTAR SYS INC Industrials 1,094.0 $226K 0.01% NEW $206.81 -12.2%
1166 KVUE KENVUE INC Consumer Defensive 11,757.0 $225K 0.01% NEW $19.11 +0.6%
1167 VIOV VANGUARD ADMIRAL FDS INC 1,912.0 $224K 0.01% NEW $117.31 +0.9%
1168 TSN TYSON FOODS INC Consumer Defensive 3,915.0 $224K 0.01% NEW $57.25 -1.2%
1169 WTS WATTS WATER TECHNOLOGIES INC Industrials 572.0 $224K 0.01% NEW $391.45 -3.4%
1170 SF STIFEL FINL CORP Financial Services 3,199.0 $223K 0.01% NEW $69.78 +15.8%
1171 XMMO INVESCO EXCHANGE TRADED FD T 1,298.0 $221K 0.01% NEW $170.20 -8.0%
1172 LEIDOS HOLDINGS INC 2,140.0 $220K 0.01% NEW $102.97
1173 FDS FACTSET RESH SYS INC Financial Services 957.0 $220K 0.01% NEW $230.09 +28.4%
1174 SEIC SEI INVTS CO Financial Services 2,505.0 $220K 0.01% NEW $87.71 +26.3%
1175 UMBF UMB FINL CORP Financial Services 1,536.0 $219K 0.01% NEW $142.76 +0.4%
1176 AGCO AGCO CORP Industrials 1,827.0 $219K 0.01% NEW $119.70 -6.8%
1177 S SENTINELONE INC Technology 12,879.0 $219K 0.01% NEW $16.97 +20.9%
1178 TKO TKO GROUP HOLDINGS INC Communication Services 1,083.0 $218K 0.01% NEW $201.31 -6.7%
1179 RMD RESMED INC Healthcare 1,118.0 $218K 0.01% NEW $194.86 +21.0%
1180 NNN NNN REIT INC Real Estate 4,678.0 $218K 0.01% NEW $46.53 -1.9%
Page 59 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%