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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 9 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EFG ISHARES TR 28,970.0 $3.6M 0.09% NEW $124.42 +0.9%
162 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 11,255.0 $3.6M 0.09% NEW $317.53 -8.2%
163 UNP UNION PAC CORP Industrials 12,944.0 $3.5M 0.09% NEW $272.01 +14.9%
164 AMLP ALPS ETF TR 67,219.0 $3.5M 0.09% NEW $51.85 +6.8%
165 FCX FREEPORT MCMORAN INC Basic Materials 55,395.0 $3.5M 0.09% NEW $62.89 +25.6%
166 IEI ISHARES TR 29,564.0 $3.5M 0.09% NEW $117.45 -0.7%
167 CRWD CROWDSTRIKE HLDGS INC Technology 4,535.0 $3.5M 0.09% NEW $190.81 -0.4%
168 AFRM AFFIRM HLDGS INC Technology 41,855.0 $3.4M 0.09% NEW $81.55 -5.9%
169 SGOL ETFS GOLD TR Financial Services 88,736.0 $3.4M 0.09% NEW $38.23 +14.4%
170 VSS VANGUARD INTL EQUITY INDEX F 21,906.0 $3.4M 0.09% NEW $154.29 +4.0%
171 DYNF BLACKROCK ETF TRUST 49,693.0 $3.4M 0.09% NEW $68.01 +1.6%
172 VNQ VANGUARD INDEX FDS 35,017.0 $3.4M 0.09% NEW $96.43 +2.3%
173 CVS CVS HEALTH CORP Healthcare 32,607.0 $3.4M 0.09% NEW $103.45 -8.6%
174 TD TORONTO DOMINION BK ONT Financial Services 27,694.0 $3.4M 0.09% NEW $121.43 -1.6%
175 T AT&T INC Communication Services 162,004.0 $3.4M 0.09% NEW $20.70 +24.8%
176 SHY ISHARES TR 40,696.0 $3.3M 0.09% NEW $82.11 -0.1%
177 WFC WELLS FARGO & CO Financial Services 40,332.0 $3.3M 0.09% NEW $82.64 +3.2%
178 VLO VALERO ENERGY CORP Energy 12,739.0 $3.3M 0.09% NEW $260.44 +33.4%
179 BKNG BOOKING HOLDINGS INC Consumer Cyclical 18,516.0 $3.3M 0.09% NEW $178.24 +18.0%
180 SPHY SPDR SERIES TRUST 139,317.0 $3.3M 0.09% NEW $23.44 -0.4%
Page 9 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%