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 |
|---|---|
ALNYALNYLAM PHARMACEUTICALS INC | $218K |
RJFRAYMOND JAMES FINL INC | $217K |
RDVYFIRST TR EXCHANGE TRADED FD | $217K |
IRINGERSOLL RAND INC | $217K |
GLGLOBE LIFE INC | $216K |
CLHCLEAN HARBORS INC | $216K |
FDDFIRST TR EXCHANGE-TRADED FD | $216K |
FJPFIRST TR EXCH TRD ALPHDX FD | $216K |
FYBRFRONTIER COMMUNICATIONS PARE | $215K |
SKYYFIRST TR EXCHANGE TRADED FD | $215K |
BSCTINVESCO EXCH TRD SLF IDX FD | $215K |
TLNTALEN ENERGY CORP | $215K |
07WAMR COOPER GROUP INC | $215K |
SNAPSNAP INC | $214K |
LKQ1LKQ CORP | $213K |
DFAXDIMENSIONAL ETF TRUST | $213K |
IVOVVANGUARD ADMIRAL FDS INC | $213K |
FTAFIRST TR EXCHANGE-TRADED ALP | $212K |
HYSPIMCO ETF TR | $211K |
WTWWILLIS TOWERS WATSON PLC LTD | $211K |
DKSDICKS SPORTING GOODS INC | $210K |
NEARISHARES U S ETF TR | $210K |
HUBBHUBBELL INC | $210K |
BYLDISHARES TR | $209K |
SJNKSPDR SERIES TRUST | $209K |
BWABORGWARNER INC | $208K |
HIMUBLACKROCK ETF TRUST II | $208K |
GUNRFLEXSHARES TR | $208K |
QQQXNUVEEN NASDAQ 100 DYNAMIC OV | $207K |
UGIUGI CORP NEW | $207K |
FWONALIBERTY MEDIA CORP DEL | $206K |
MTGMGIC INVT CORP WIS | $206K |
HUBSHUBSPOT INC | $206K |
EIXEDISON INTL | $205K |
MCXMCCORMICK & CO INC | $205K |
GGGGRACO INC | $204K |
FANGDIAMONDBACK ENERGY INC | $204K |
BPOPPOPULAR INC | $204K |
FTSFORTIS INC | $203K |
OVVOVINTIV INC | $203K |
WBSWEBSTER FINL CORP | $202K |
HSYHERSHEY CO | $202K |
ALRMALARM COM HLDGS INC | $202K |
XLFISELECT SECTOR SPDR TR | $202K |
NTRSNORTHERN TR CORP | $201K |
G4RABANCO DE CHILE | $201K |
NYTNEW YORK TIMES CO | $200K |
PALLABRDN PALLADIUM ETF TRUST | $200K |
TROWPRICE T ROWE GROUP INC | $200K |
NDSNNORDSON CORP | $200K |
AMCRAMCOR PLC | $197K |
CXCEMEX SAB DE CV | $197K |
IQIINVESCO QUALITY MUN INCOME T | $187K |
GOODGLADSTONE COMMERCIAL CORP | $182K |
RDYDR REDDYS LABS LTD | $179K |
XAODXABRDN TOTAL DYNAMIC DIVIDEND | $178K |
HYTBLACKROCK CORPOR HI YLD FD I | $178K |
SERVSERVE ROBOTICS INC | $177K |
TKCTURKCELL ILETISIM HIZMETLERI | $177K |
YMMFULL TRUCK ALLIANCE CO LTD | $176K |
ELANELANCO ANIMAL HEALTH INC | $171K |
VIPSVIPSHOP HLDGS LTD | $158K |
SUZSUZANO S A | $157K |
PCGPG&E CORP | $156K |
BEEPMOBILE INFRASTRUCTURE CORP | $154K |
PDTHANCOCK JOHN PREM DIVID FD | $152K |
VIVTELEFONICA BRASIL SA | $150K |
OBDCBLUE OWL CAPITAL CORPORATION | $146K |
NMRNOMURA HLDGS INC | $140K |
XFLTXAI OCTAGN FLT RAT & ALT INM | $138K |
GGNGAMCO GLOBAL GOLD NAT RES & | $134K |
WBAWALGREENS BOOTS ALLIANCE INC | $133K |
RITMRITHM CAPITAL CORP | $121K |
WITWIPRO LTD | $119K |
SBSWSIBANYE STILLWATER LTD | $118K |
WBDWARNER BROS DISCOVERY INC | $117K |
ECCEAGLE POINT CREDIT COMPANY I | $112K |
AESAES CORP | $112K |
JPCNUVEEN PFD & INCOME OPPORTUN | $104K |
TCPCBLACKROCK TCP CAPITAL CORP | $101K |
JMIAJUMIA TECHNOLOGIES AG | $98K |
W3UWESTERN UN CO | $92K |
MVISMICROVISION INC DEL | $91K |
OPENOPENDOOR TECHNOLOGIES INC | $87K |
BLNDBLEND LABS INC | $83K |
NIONIO INC | $75K |
DMLDENISON MINES CORP | $75K |
NXENEXGEN ENERGY LTD | $70K |
GRABGRAB HOLDINGS LIMITED | $70K |
XNROXNEUBERGER BERMAN REAL ESTATE | $65K |
CIGCIA ENERGETICA DE MINAS GERA | $65K |
UGRULTRAPAR PARTICIPACOES SA | $62K |
XAWPXABRDN GLOBAL PREMIER PPTYS F | $61K |
EUENCORE ENERGY CORP | $57K |
CTSOCYTOSORBENTS CORP | $35K |
DNUTKRISPY KREME INC | $29K |
IBRXIMMUNITYBIO INC | $27K |
SCD-RLMP CAP & INCOME FD INC | $2K |
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