Compound Planning, Inc. Q4 2025 Filing

Filed February 19, 2026

Portfolio Value

$3.4T

Holdings

1,203

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,203 positions)

StockValue
TSCOTRACTOR SUPPLY CO
$264.0M
AQLTISHARES TR
$264.0M
XLCSELECT SECTOR SPDR TR
$263.0M
NBIXNEUROCRINE BIOSCIENCES INC
$262.0M
BCPCBALCHEM CORP
$262.0M
TRGPTARGA RES CORP
$262.0M
SUSBISHARES TR
$262.0M
HSTHOST HOTELS & RESORTS INC
$261.0M
IYRISHARES TR
$261.0M
SHLDGLOBAL X FDS
$260.0M
DAYDAYFORCE INC
$260.0M
GRMNGARMIN LTD
$259.0M
KDPKEURIG DR PEPPER INC
$258.0M
PCGPG&E CORP
$257.0M
DKSDICKS SPORTING GOODS INC
$257.0M
TIPISHARES TR
$257.0M
STAGSTAG INDL INC
$257.0M
FDDFIRST TR EXCHANGE-TRADED FD
$256.0M
TROWPRICE T ROWE GROUP INC
$255.0M
CGCARLYLE GROUP INC
$255.0M
UNGUNITED STS NAT GAS FD LP
$255.0M
CLHCLEAN HARBORS INC
$255.0M
ARANTERO RESOURCES CORP
$255.0M
ODFLOLD DOMINION FREIGHT LINE IN
$255.0M
HUBBHUBBELL INC
$254.0M
NXTNEXTPOWER INC
$253.0M
NDSNNORDSON CORP
$253.0M
RJFRAYMOND JAMES FINL INC
$252.0M
NUMGNUSHARES ETF TR
$252.0M
NXSTNEXSTAR MEDIA GROUP INC
$251.0M
IRINGERSOLL RAND INC
$249.0M
FYBRFRONTIER COMMUNICATIONS PARE
$249.0M
EPAMEPAM SYS INC
$249.0M
RDVYFIRST TR EXCHANGE TRADED FD
$248.0M
WF2WINTRUST FINL CORP
$247.0M
PG4PRINCIPAL FINANCIAL GROUP IN
$247.0M
HASHASBRO INC
$247.0M
QTWOQ2 HLDGS INC
$246.0M
PODDINSULET CORP
$246.0M
AEEAMEREN CORP
$246.0M
COMTISHARES U S ETF TR
$245.0M
ONON SEMICONDUCTOR CORP
$245.0M
BBYBEST BUY INC
$245.0M
DBEFDBX ETF TR
$244.0M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$243.0M
GVIPGOLDMAN SACHS ETF TR
$242.0M
FTAFIRST TR EXCHANGE-TRADED ALP
$242.0M
ESSESSEX PPTY TR INC
$241.0M
CA8ACACI INTL INC
$241.0M
GTLSCHART INDS INC
$238.0M
DPZDOMINOS PIZZA INC
$238.0M
BRXBRIXMOR PPTY GROUP INC
$238.0M
AVBAVALONBAY CMNTYS INC
$237.0M
HOLXHOLOGIC INC
$237.0M
GUNRFLEXSHARES TR
$237.0M
MIGASTRATEGY INC
$236.0M
BILIBILIBILI INC
$235.0M
ATDATI INC
$235.0M
GGTGABELLI MULTIMEDIA TR INC
$234.0M
OKTAOKTA INC
$234.0M
SJNKSPDR SERIES TRUST
$234.0M
DVNDEVON ENERGY CORP NEW
$233.0M
REGREGENCY CTRS CORP
$233.0M
TXRHTEXAS ROADHOUSE INC
$233.0M
RABROOKFIELD REAL ASSETS INCOM
$233.0M
LULULULULEMON ATHLETICA INC
$232.0M
MTARCELORMITTAL SA LUXEMBOURG
$231.0M
DIHPDIMENSIONAL ETF TRUST
$231.0M
NTRSNORTHERN TR CORP
$230.0M
LEALEAR CORP
$230.0M
SNASNAP ON INC
$229.0M
ACIOETF SER SOLUTIONS
$228.0M
CPRTCOPART INC
$227.0M
AFWALIGN TECHNOLOGY INC
$227.0M
NLRVANECK ETF TRUST
$227.0M
RLIRLI CORP
$227.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$226.0M
ASRGRUPO AEROPORTUARIO DEL SURE
$226.0M
SSBSOUTHSTATE BK CORP
$226.0M
FEFIRSTENERGY CORP
$225.0M
IHGINTERCONTINENTAL HOTELS GROU
$225.0M
AWMSKYWORKS SOLUTIONS INC
$225.0M
STZCONSTELLATION BRANDS INC
$225.0M
EQREQUITY RESIDENTIAL
$224.0M
GGGGRACO INC
$224.0M
IVOVVANGUARD ADMIRAL FDS INC
$224.0M
CPNGCOUPANG INC
$224.0M
PSAPUBLIC STORAGE OPER CO
$223.0M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$223.0M
VLTOVERALTO CORP
$223.0M
VHTVANGUARD WORLD FD
$222.0M
IPINTERNATIONAL PAPER CO
$222.0M
WWAYFAIR INC
$222.0M
ONCBEONE MEDICINES LTD
$222.0M
PSCTINVESCO EXCH TRADED FD TR II
$221.0M
DMLPDORCHESTER MINERALS LP
$221.0M
ETSYETSY INC
$220.0M
AMDYTIDAL TRUST II
$220.0M
QQQXNUVEEN NASDAQ 100 DYNAMIC OV
$219.0M
STESTERIS PLC
$219.0M
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