Compound Planning, Inc. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.6T
Holdings
1,098
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,098 positions)
| Stock | Value |
|---|---|
WWDWOODWARD INC | $379.6M |
EMLPFIRST TR EXCHANGE-TRADED FD | $378.8M |
VGKVANGUARD INTL EQUITY INDEX F | $377.3M |
XLSRSSGA ACTIVE TR | $375.8M |
MLIMUELLER INDS INC | $374.5M |
8CWCROWN CASTLE INC | $373.6M |
ALBALBEMARLE CORP | $373.4M |
ABEVAMBEV SA | $373.3M |
LBRDKLIBERTY BROADBAND CORP | $372.8M |
IYRISHARES TR | $372.7M |
AXIACENTRAIS ELETRICAS BRASILEIR | $372.6M |
FNDFSCHWAB STRATEGIC TR | $370.9M |
SFMSPROUTS FMRS MKT INC | $370.1M |
SMCISUPER MICRO COMPUTER INC | $369.9M |
FIXCOMFORT SYS USA INC | $369.8M |
TOLTOLL BROTHERS INC | $369.4M |
MEDPMEDPACE HLDGS INC | $368.8M |
EAELECTRONIC ARTS INC | $367.4M |
OKTAOKTA INC | $367.3M |
RIVNRIVIAN AUTOMOTIVE INC | $367.0M |
HLNHALEON PLC | $365.8M |
LNTALLIANT ENERGY CORP | $364.4M |
FT2FIRST HORIZON CORPORATION | $361.0M |
WFWOORI FINL GROUP INC | $360.5M |
AQLTISHARES TR | $360.1M |
HAMHARMONY GOLD MINING CO LTD | $359.9M |
KMBKIMBERLY-CLARK CORP | $359.0M |
PPLPPL CORP | $357.5M |
SPYVSPDR SERIES TRUST | $357.2M |
BSCUINVESCO EXCH TRD SLF IDX FD | $356.2M |
BMYBRISTOL-MYERS SQUIBB CO | $356.0M |
SBACSBA COMMUNICATIONS CORP NEW | $355.8M |
WRBBERKLEY W R CORP | $355.7M |
ESEVERSOURCE ENERGY | $355.3M |
ARANTERO RESOURCES CORP | $354.9M |
CAHCARDINAL HEALTH INC | $354.5M |
NWSANEWS CORP NEW | $353.4M |
IDXXIDEXX LABS INC | $353.1M |
BSCWINVESCO EXCH TRD SLF IDX FD | $352.0M |
HQHABRDN HEALTHCARE INVESTORS | $351.1M |
DGDOLLAR GEN CORP NEW | $350.6M |
EMBJEMBRAER S.A. | $350.0M |
NVDYTIDAL TR II | $349.7M |
CHRWC H ROBINSON WORLDWIDE INC | $348.7M |
PSFFPACER FDS TR | $347.2M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $347.1M |
BBREJ P MORGAN EXCHANGE TRADED F | $346.2M |
IXORIX CORP | $346.2M |
ITGARTNER INC | $346.0M |
EMEEMCOR GROUP INC | $344.2M |
LIESUN LIFE FINANCIAL INC. | $342.3M |
RMERESMED INC | $341.6M |
PEOEXELON CORP | $339.3M |
KVUEKENVUE INC | $338.8M |
ORIOLD REP INTL CORP | $338.5M |
EAGGISHARES TR | $338.0M |
TRGPTARGA RES CORP | $336.1M |
MUNIPIMCO ETF TR | $335.9M |
HPEHEWLETT PACKARD ENTERPRISE C | $334.3M |
SGDMSPROTT ETF TRUST | $332.5M |
FNFFIDELITY NATIONAL FINANCIAL | $331.9M |
COHRCOHERENT CORP | $331.4M |
PRUPRUDENTIAL FINL INC | $330.8M |
BAPCREDICORP LTD | $330.6M |
ASXASE TECHNOLOGY HLDG CO LTD | $329.4M |
BURLBURLINGTON STORES INC | $329.2M |
DDWMWISDOMTREE TR | $328.9M |
XYLDGLOBAL X FDS | $328.6M |
JEFJEFFERIES FINL GROUP INC | $327.5M |
VRSKVERISK ANALYTICS INC | $327.4M |
GDXJVANECK ETF TRUST | $327.0M |
NOKNOKIA CORP | $327.0M |
SCHZSCHWAB STRATEGIC TR | $326.9M |
RINGISHARES INC | $326.0M |
KDPKEURIG DR PEPPER INC | $326.0M |
TWTRADEWEB MKTS INC | $324.9M |
IBDUISHARES TR | $324.6M |
GENGEN DIGITAL INC | $324.5M |
BIDUNBAIDU INC | $322.4M |
XPEVXPENG INC | $321.6M |
KMXCARMAX INC | $321.4M |
PHTPIONEER HIGH INCOME FUND INC | $320.2M |
PNWPINNACLE WEST CAP CORP | $320.1M |
XSOEWISDOMTREE TR | $320.0M |
ERICTELEFONAKTIEBOLAGET LM ERICS | $319.8M |
XMHQINVESCO EXCHANGE TRADED FD T | $319.6M |
DEODIAGEO PLC | $319.2M |
EENI S P A | $318.0M |
ACMAECOM | $317.9M |
STTSTATE STR CORP | $317.4M |
ESGEISHARES INC | $317.0M |
OXYOCCIDENTAL PETE CORP | $316.3M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $316.3M |
JSIJANUS DETROIT STR TR | $314.7M |
ABGCENCORA INC | $314.6M |
GRMNGARMIN LTD | $311.9M |
CALFPACER FDS TR | $311.2M |
VOTVANGUARD INDEX FDS | $309.9M |
WDCWESTERN DIGITAL CORP | $309.2M |
NTAPNETAPP INC | $308.2M |