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)

StockValue
PKGPACKAGING CORP AMER
$306K
NLYANNALY CAPITAL MANAGEMENT IN
$306K
G9NGRUPO AEROPUERTO DEL PACIFIC
$306K
LVSLAS VEGAS SANDS CORP
$306K
RSRELIANCE INC
$306K
VMBSVANGUARD SCOTTSDALE FDS
$305K
FERFERROVIAL SE
$305K
VENVENTAS INC
$305K
NTRNUTRIEN LTD
$304K
SCHESCHWAB STRATEGIC TR
$304K
AORISHARES TR
$303K
PFGCPERFORMANCE FOOD GROUP CO
$301K
XCEMCOLUMBIA ETF TR II
$301K
AMEAMETEK INC
$301K
GBILGOLDMAN SACHS ETF TR
$301K
KBWBINVESCO EXCH TRADED FD TR II
$300K
SLBSCHLUMBERGER LTD
$300K
FCPIFIDELITY COVINGTON TRUST
$299K
VNOVORNADO RLTY TR
$299K
DDLSWISDOMTREE TR
$299K
ITTITT INC
$298K
JLLJONES LANG LASALLE INC
$297K
DUHPDIMENSIONAL ETF TRUST
$297K
CIIBLACKROCK ENHANCED LARGE CAP
$297K
BMRNBIOMARIN PHARMACEUTICAL INC
$297K
LDOSLEIDOS HOLDINGS INC
$296K
BCPCBALCHEM CORP
$296K
KORPAMERICAN CENTY ETF TR
$295K
ELVELEVANCE HEALTH INC
$294K
TSCOTRACTOR SUPPLY CO
$294K
KEYSKEYSIGHT TECHNOLOGIES INC
$293K
JBNDJ P MORGAN EXCHANGE TRADED F
$293K
CPRTCOPART INC
$293K
AQLTISHARES TR
$292K
ROLROLLINS INC
$292K
XLYSELECT SECTOR SPDR TR
$291K
TPDSOMNIGROUP INTERNATIONAL INC
$290K
RPRXROYALTY PHARMA PLC
$290K
MORNMORNINGSTAR INC
$288K
CNHICNH INDL N V
$287K
BCIABRDN ETFS
$287K
STAGSTAG INDL INC
$287K
MMTMFS MULTIMARKET INCOME TR
$286K
FNVFRANCO NEV CORP
$285K
STLDSTEEL DYNAMICS INC
$285K
JJACOBS SOLUTIONS INC
$285K
CCKCROWN HLDGS INC
$283K
ARESARES MANAGEMENT CORPORATION
$283K
WYNNWYNN RESORTS LTD
$282K
VCITVANGUARD SCOTTSDALE FDS
$281K
PKXPOSCO HOLDINGS INC
$281K
IPINTERNATIONAL PAPER CO
$280K
KELKELLANOVA
$280K
SMLVSPDR SERIES TRUST
$280K
TAXFAMERICAN CENTY ETF TR
$279K
ADCAGREE RLTY CORP
$278K
RLIRLI CORP
$277K
BIVVANGUARD BD INDEX FDS
$276K
AVKADVENT CONV & INCOME FD
$275K
MGMMGM RESORTS INTERNATIONAL
$275K
SAJACOMPANHIA DE SANEAMENTO BASI
$274K
AIZASSURANT INC
$274K
EQTEQT CORP
$274K
MBSANGEL OAK FUNDS TRUST
$274K
PODDINSULET CORP
$273K
EEMISHARES TR
$273K
GPCGENUINE PARTS CO
$273K
CDWCDW CORP
$273K
BRBRBELLRING BRANDS INC
$273K
WOPWOODSIDE ENERGY GROUP LTD
$272K
ALLEALLEGION PLC
$271K
VICIVICI PPTYS INC
$271K
SWSMURFIT WESTROCK PLC
$271K
ODFLOLD DOMINION FREIGHT LINE IN
$270K
VODVODAFONE GROUP PLC NEW
$270K
XTISHARES TR
$270K
QFINQIFU TECHNOLOGY INC
$267K
CPTCAMDEN PPTY TR
$266K
VNQIVANGUARD INTL EQUITY INDEX F
$266K
MPWRMONOLITHIC PWR SYS INC
$265K
PHYS/USPROTT PHYSICAL GOLD TR
$265K
QQQMINVESCO EXCH TRADED FD TR II
$264K
LECOLINCOLN ELEC HLDGS INC
$264K
BSTZBLACKROCK SCIENCE & TECHNOLO
$262K
TPLTEXAS PACIFIC LAND CORPORATI
$262K
EXPEEXPEDIA GROUP INC
$261K
TRMBTRIMBLE INC
$261K
CPNGCOUPANG INC
$261K
ASANASANA INC
$261K
PSAPUBLIC STORAGE OPER CO
$261K
UALUNITED AIRLS HLDGS INC
$260K
XPOXPO INC
$260K
DTDYNATRACE INC
$260K
WSMWILLIAMS SONOMA INC
$260K
RECSCOLUMBIA ETF TR I
$260K
VTWVVANGUARD SCOTTSDALE FDS
$260K
AGNCAGNC INVT CORP
$259K
ZIONZIONS BANCORPORATION N A
$259K
CIENCIENA CORP
$258K
IRMIRON MTN INC DEL
$258K
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