Compound Planning, Inc. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$3.1B
Holdings
1,150
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,150 positions)
| Stock | Value |
|---|---|
PG4PRINCIPAL FINANCIAL GROUP IN | $206K |
MTZMASTEC INC | $205K |
AITAPPLIED INDL TECHNOLOGIES IN | $205K |
IBDWISHARES TR | $204K |
NMRNOMURA HLDGS INC | $203K |
SEICSEI INVTS CO | $202K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $202K |
SCHYSCHWAB STRATEGIC TR | $202K |
LBRDKLIBERTY BROADBAND CORP | $202K |
WF2WINTRUST FINL CORP | $201K |
HSTHOST HOTELS & RESORTS INC | $201K |
DOXAMDOCS LTD | $201K |
SHLDGLOBAL X FDS | $200K |
PTIP T TELEKOMUNIKASI INDONESIA | $200K |
HYTBLACKROCK CORPOR HI YLD FD I | $196K |
PCGPG&E CORP | $196K |
XAODXABRDN TOTAL DYNAMIC DIVIDEND | $191K |
VIVTELEFONICA BRASIL SA | $182K |
RDYDR REDDYS LABS LTD | $179K |
UNGUNITED STS NAT GAS FD LP | $178K |
CVECENOVUS ENERGY INC | $178K |
SUZSUZANO S A | $175K |
TKCTURKCELL ILETISIM HIZMETLERI | $174K |
ZIMZIM INTEGRATED SHIPPING SERV | $168K |
VGMINVESCO TR INVT GRADE MUNS | $168K |
PDTHANCOCK JOHN PREM DIVID FD | $153K |
GOODGLADSTONE COMMERCIAL CORP | $142K |
PDBCINVESCO ACTVELY MNGD ETC FD | $141K |
RITMRITHM CAPITAL CORP | $137K |
AMCRAMCOR PLC | $136K |
XFLTXAI OCTAGN FLT RAT & ALT INM | $135K |
SNAPSNAP INC | $130K |
BEEPMOBILE INFRASTRUCTURE CORP | $120K |
DMLDENISON MINES CORP | $113K |
MVISMICROVISION INC DEL | $107K |
ECCEAGLE POINT CREDIT COMPANY I | $106K |
ACCOACCO BRANDS CORP | $105K |
ASPNASPEN AEROGELS INC | $104K |
MBSANGEL OAK FUNDS TRUST | $94K |
NXENEXGEN ENERGY LTD | $93K |
BLNDBLEND LABS INC | $92K |
CIGCIA ENERGETICA DE MINAS GERA | $83K |
TCPCBLACKROCK TCP CAPITAL CORP | $82K |
UGRULTRAPAR PARTICIPACOES SA | $78K |
WITWIPRO LTD | $77K |
XNROXNEUBERGER BERMAN REAL ESTATE | $65K |
XAWPXABRDN GLOBAL PREMIER PPTYS F | $62K |
BBDOBANCO BRADESCO S A | $35K |
CTSOCYTOSORBENTS CORP | $26K |
IBRXIMMUNITYBIO INC | $25K |
PreviousPage 12 of 12