Compound Planning, Inc. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.6B
Holdings
1,098
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,098 positions)
| Stock | Value |
|---|---|
FTITECHNIPFMC PLC | $258K |
KIMKIMCO RLTY CORP | $258K |
VRSNVERISIGN INC | $258K |
NRANRG ENERGY INC | $257K |
VMCVULCAN MATLS CO | $257K |
FNDCSCHWAB STRATEGIC TR | $256K |
TFLOISHARES TR | $255K |
JNPJUNIPER NETWORKS INC | $255K |
TBXPROSHARES TR | $254K |
EQNREQUINOR ASA | $254K |
VOOVVANGUARD ADMIRAL FDS INC | $254K |
ARGXARGENX SE | $253K |
LILI AUTO INC | $252K |
AWCAMERICAN WTR WKS CO INC NEW | $252K |
TFISPDR SERIES TRUST | $252K |
TELFYTELEFONICA S A | $251K |
DPZDOMINOS PIZZA INC | $251K |
LULULULULEMON ATHLETICA INC | $250K |
CINFCINCINNATI FINL CORP | $250K |
AOAISHARES TR | $250K |
EXREXTRA SPACE STORAGE INC | $249K |
CSLCARLISLE COS INC | $249K |
BOXXEA SERIES TRUST | $249K |
SMMDISHARES TR | $249K |
VIOOVANGUARD ADMIRAL FDS INC | $248K |
PYLDPIMCO ETF TR | $248K |
BSCVINVESCO EXCH TRD SLF IDX FD | $247K |
HESHESS CORP | $247K |
HRBBLOCK H & R INC | $246K |
EZUISHARES INC | $245K |
CCOCAMECO CORP | $244K |
BXSLBLACKSTONE SECD LENDING FD | $244K |
ARMARM HOLDINGS PLC | $243K |
EVREVERCORE INC | $242K |
OEFISHARES TR | $242K |
ATOATMOS ENERGY CORP | $242K |
DMLPDORCHESTER MINERALS LP | $242K |
LIILENNOX INTL INC | $241K |
KNSLKINSALE CAP GROUP INC | $241K |
RABROOKFIELD REAL ASSETS INCOM | $241K |
SUSBISHARES TR | $241K |
RELYREMITLY GLOBAL INC | $240K |
XYLXYLEM INC | $240K |
HSICHENRY SCHEIN INC | $240K |
KEPKOREA ELEC PWR CORP | $239K |
TXRHTEXAS ROADHOUSE INC | $239K |
DOXAMDOCS LTD | $239K |
FNCLFIDELITY COVINGTON TRUST | $239K |
JKHYHENRY JACK & ASSOC INC | $238K |
GRPNGROUPON INC | $238K |
AKXANSYS INC | $238K |
INGRINGREDION INC | $237K |
ATLOAMES NATL CORP | $237K |
IXCISHARES TR | $236K |
CUBECUBESMART | $236K |
BXPBXP INC | $236K |
DUOLDUOLINGO INC | $235K |
LUMNLUMEN TECHNOLOGIES INC | $235K |
JLSNUVEEN MORTGAGE AND INCOME F | $235K |
XELXCEL ENERGY INC | $235K |
RBCRBC BEARINGS INC | $235K |
SLVISHARES SILVER TR | $234K |
ACIOETF SER SOLUTIONS | $234K |
VTRSVIATRIS INC | $234K |
ROSTROSS STORES INC | $233K |
ALLYALLY FINL INC | $233K |
ALSNALLISON TRANSMISSION HLDGS I | $233K |
MCHPMICROCHIP TECHNOLOGY INC. | $232K |
BEKEKE HLDGS INC | $232K |
PNFPPINNACLE FINL PARTNERS INC | $232K |
AEEAMEREN CORP | $231K |
XCHYXCALAMOS CONV & HIGH INCOME F | $231K |
FMBFIRST TR EXCH TRADED FD III | $231K |
NBIXNEUROCRINE BIOSCIENCES INC | $231K |
GGTGABELLI MULTIMEDIA TR INC | $231K |
THCTENET HEALTHCARE CORP | $230K |
CBSHCOMMERCE BANCSHARES INC | $230K |
LENLENNAR CORP | $230K |
WEAWESTERN ALLIANCE BANCORP | $230K |
RCSPIMCO STRATEGIC INCOME FD | $230K |
MKTXMARKETAXESS HLDGS INC | $229K |
ACGLARCH CAP GROUP LTD | $229K |
GMEDGLOBUS MED INC | $229K |
OTISOTIS WORLDWIDE CORP | $227K |
BIIBBIOGEN INC | $226K |
GISGENERAL MLS INC | $225K |
REGREGENCY CTRS CORP | $225K |
BLDRBUILDERS FIRSTSOURCE INC | $225K |
AG8AGILENT TECHNOLOGIES INC | $225K |
ISTBISHARES TR | $224K |
RGLDROYAL GOLD INC | $224K |
EQREQUITY RESIDENTIAL | $222K |
EWEDWARDS LIFESCIENCES CORP | $221K |
AMXAMERICA MOVIL SAB DE CV | $221K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $221K |
GVIPGOLDMAN SACHS ETF TR | $219K |
BUTIDAL TR II | $219K |
NUMGNUSHARES ETF TR | $219K |
SFSTIFEL FINL CORP | $219K |
STZCONSTELLATION BRANDS INC | $218K |