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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 63 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 WIT WIPRO LTD Technology 41,172.0 $93K 0.00% NEW $2.25 -16.4%
1242 IMMUNITYBIO INC 10,523.0 $92K 0.00% NEW $8.76
1243 WU WESTERN UN CO Financial Services 10,458.0 $81K 0.00% NEW $7.70 -4.7%
1244 QQQ PUT INVESCO QQQ TR Financial Services 100.0 $74K 0.00% NEW $736.40 -3.5%
1245 OSCR CALL OSCAR HEALTH INC Healthcare 2,500.0 $71K 0.00% NEW $28.52 +8.5%
1246 ADT ADT INC DEL Industrials 10,655.0 $69K 0.00% NEW $6.50 +14.3%
1247 MIN MFS INTER INCOME TR Financial Services 25,884.0 $64K 0.00% NEW $2.47 -0.8%
1248 PTON PELOTON INTERACTIVE INC Consumer Cyclical 10,249.0 $61K 0.00% NEW $5.91 -9.0%
1249 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 16,100.0 $59K 0.00% NEW $3.64 -17.0%
1250 CIK CREDIT SUISSE ASSET MGMT Financial Services 21,369.0 $53K 0.00% NEW $2.48 -1.6%
1251 GRAB GRAB HOLDINGS LIMITED Technology 12,480.0 $47K 0.00% NEW $3.77 -5.0%
1252 BEEP MOBILE INFRASTRUCTURE CORP Real Estate 34,064.0 $47K 0.00% NEW $1.38 +110.9%
1253 BLND BLEND LABS INC Technology 25,147.0 $43K 0.00% NEW $1.71 -13.4%
1254 BBDO BANCO BRADESCO S A Financial Services 12,529.0 $38K 0.00% NEW $3.00 +6.3%
1255 SMR CALL NUSCALE PWR CORP Utilities 2,000.0 $20K 0.00% NEW $10.03 -2.3%
1256 OPK OPKO HEALTH INC Healthcare 11,382.0 $17K NEW $1.50 -0.7%
1257 PLG PLATINUM GROUP METALS LTD Basic Materials 10,500.0 $14K NEW $1.35 +17.8%
1258 SID COMPANHIA SIDERURGICA NACION Basic Materials 10,905.0 $10K NEW $0.92 +11.5%
1259 ORBS EIGHTCO HOLDINGS INC Technology 11,415.0 $8K NEW $0.70 +15.0%
1260 MVIS MICROVISION INC DEL Technology 20,000.0 $7K NEW $0.33 +453.5%
Page 63 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%