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
ASANASANA INC
$219.0M
BXSLBLACKSTONE SECD LENDING FD
$218.0M
OXYOCCIDENTAL PETE CORP
$218.0M
TRITHOMSON REUTERS CORP
$218.0M
POOLPOOL CORP
$218.0M
SCHYSCHWAB STRATEGIC TR
$217.0M
TTEKTETRA TECH INC NEW
$217.0M
TTDTHE TRADE DESK INC
$217.0M
AVLCAMERICAN CENTY ETF TR
$216.0M
XLISELECT SECTOR SPDR TR
$216.0M
IMOIMPERIAL OIL LTD
$215.0M
OGNORGANON & CO
$215.0M
MTZMASTEC INC
$214.0M
RRYDER SYS INC
$214.0M
FXEINVESCO CURRENCYSHARES EURO
$214.0M
SKYYFIRST TR EXCHANGE TRADED FD
$213.0M
DC4DEXCOM INC
$213.0M
DBXDROPBOX INC
$213.0M
CLXCLOROX CO DEL
$213.0M
QQQINEOS ETF TRUST
$212.0M
NIONIO INC
$211.0M
BSCVINVESCO EXCH TRD SLF IDX FD
$211.0M
AITAPPLIED INDL TECHNOLOGIES IN
$210.0M
HYGISHARES TR
$210.0M
SEICSEI INVTS CO
$210.0M
ILMNILLUMINA INC
$210.0M
SMCISUPER MICRO COMPUTER INC
$209.0M
FWONALIBERTY MEDIA CORP DEL
$209.0M
SMMDISHARES TR
$208.0M
VICIVICI PPTYS INC
$208.0M
TAXFAMERICAN CENTY ETF TR
$207.0M
BEKEKE HLDGS INC
$207.0M
BBIOBRIDGEBIO PHARMA INC
$207.0M
AOSSMITH A O CORP
$206.0M
GDDYGODADDY INC
$206.0M
BLDRBUILDERS FIRSTSOURCE INC
$206.0M
URAGLOBAL X FDS
$206.0M
AVGVAMERICAN CENTY ETF TR
$205.0M
HHYATT HOTELS CORP
$204.0M
BGBUNGE GLOBAL SA
$203.0M
RGENREPLIGEN CORP
$203.0M
DFAXDIMENSIONAL ETF TRUST
$202.0M
EMNEASTMAN CHEM CO
$202.0M
FXFINVESCO CURRENCYSHARES SWISS
$201.0M
PNQIINVESCO EXCHANGE TRADED FD T
$201.0M
SPTISPDR SERIES TRUST
$201.0M
HHHHOWARD HUGHES HOLDINGS INC
$200.0M
LIILENNOX INTL INC
$199.0M
CVECENOVUS ENERGY INC
$198.0M
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$196.0M
VIVTELEFONICA BRASIL SA
$188.0M
SUZSUZANO S A
$186.0M
RELYREMITLY GLOBAL INC
$179.0M
RDYDR REDDYS LABS LTD
$175.0M
VGMINVESCO TR INVT GRADE MUNS
$174.0M
AALAMERICAN AIRLS GROUP INC
$174.0M
GUTGABELLI UTIL TR
$168.0M
RCSPIMCO STRATEGIC INCOME FD
$167.0M
SSENTINELONE INC
$166.0M
YMMFULL TRUCK ALLIANCE CO LTD
$165.0M
TKCTURKCELL ILETISIM HIZMETLERI
$164.0M
W3UWESTERN UN CO
$160.0M
PDBCINVESCO ACTVELY MNGD ETC FD
$160.0M
GABGABELLI EQUITY TR INC
$158.0M
HYTBLACKROCK CORPOR HI YLD FD I
$157.0M
STLASTELLANTIS N.V
$155.0M
TCPCBLACKROCK TCP CAPITAL CORP
$153.0M
PDTHANCOCK JOHN PREM DIVID FD
$146.0M
OSCROSCAR HEALTH INC
$143.0M
CENTRAIS ELET BRAS SA
$137.0M
TELFYTELEFONICA S A
$129.0M
RITMRITHM CAPITAL CORP
$128.0M
GOODGLADSTONE COMMERCIAL CORP
$126.0M
XFLTXAI OCTAGN FLT RAT & ALT INM
$120.0M
XRAYDENTSPLY SIRONA INC
$116.0M
CIGCIA ENERGETICA DE MINAS GERA
$115.0M
NWLNEWELL BRANDS INC
$114.0M
ELPCCOMPANHIA PARANAENSE DE ENER
$113.0M
ECCEAGLE POINT CREDIT COMPANY I
$110.0M
DMLDENISON MINES CORP
$109.0M
MFMMFS MUN INCOME TR
$106.0M
ACCOACCO BRANDS CORP
$104.0M
ORCORCHID IS CAP INC
$101.0M
JFRNUVEEN FLOATING RATE INCOME
$98.0M
NXENEXGEN ENERGY LTD
$95.0M
FTCAPUTNAM ETF TRUST
$95.0M
NBYNOVABAY PHARMACEUTICALS INC
$94.0M
AMCRAMCOR PLC
$89.0M
BEEPMOBILE INFRASTRUCTURE CORP
$86.0M
ASPIASP ISOTOPES INC
$82.0M
BLNDBLEND LABS INC
$76.0M
XAWPXABRDN GLOBAL PREMIER PPTYS F
$68.0M
WITWIPRO LTD
$67.0M
SSLSASOL LTD
$67.0M
PTONPELOTON INTERACTIVE INC
$66.0M
MINMFS INTER INCOME TR
$44.0M
CIKCREDIT SUISSE ASSET MGMT INC
$42.0M
BBDOBANCO BRADESCO S A
$39.0M
HIVEHIVE DIGITAL TECHNOLOGIES LT
$36.0M
IBRXIMMUNITYBIO INC
$20.0M
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