Compound Planning, Inc. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$3.1T
Holdings
1,150
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | LMTLOCKHEED MARTIN CORP | 4,084 | $2.0B | 0.07% | |
| 202 | ECLECOLAB INC | 7,427 | $2.0B | 0.07% | Put |
| 203 | SOSOUTHERN CO | 21,220 | $2.0B | 0.07% | |
| 204 | SBUXSTARBUCKS CORP | 23,579 | $2.0B | 0.06% | |
| 205 | FCXFREEPORT-MCMORAN INC | 50,712 | $2.0B | 0.06% | |
| 206 | DGROISHARES TR | 29,148 | $2.0B | 0.06% | |
| 207 | SPEMSPDR INDEX SHS FDS | 42,148 | $2.0B | 0.06% | |
| 208 | APHAMPHENOL CORP NEW | 15,870 | $2.0B | 0.06% | |
| 209 | LRCXLAM RESEARCH CORP | 14,651 | $2.0B | 0.06% | |
| 210 | SCHMSCHWAB STRATEGIC TR | 66,108 | $2.0B | 0.06% | |
| 211 | VWOBVANGUARD WHITEHALL FDS | 29,249 | $2.0B | 0.06% | |
| 212 | AMGNAMGEN INC | 6,840 | $1.9B | 0.06% | |
| 213 | AMATAPPLIED MATLS INC | 9,317 | $1.9B | 0.06% | |
| 214 | VTIPVANGUARD MALVERN FDS | 37,601 | $1.9B | 0.06% | |
| 215 | MUMICRON TECHNOLOGY INC | 11,320 | $1.9B | 0.06% | |
| 216 | HDBHDFC BANK LTD | 55,055 | $1.9B | 0.06% | |
| 217 | DUKDUKE ENERGY CORP NEW | 15,086 | $1.9B | 0.06% | |
| 218 | BBVABANCO BILBAO VIZCAYA ARGENTA | 96,793 | $1.9B | 0.06% | |
| 219 | NTESNETEASE INC | 12,108 | $1.8B | 0.06% | |
| 220 | SHWSHERWIN WILLIAMS CO | 5,250 | $1.8B | 0.06% | |
| 221 | PSLV/USPROTT ASSET MANAGEMENT LP | 115,620 | $1.8B | 0.06% | |
| 222 | TMTOYOTA MOTOR CORP | 9,360 | $1.8B | 0.06% | |
| 223 | COPCONOCOPHILLIPS | 18,865 | $1.8B | 0.06% | |
| 224 | WMWASTE MGMT INC DEL | 8,062 | $1.8B | 0.06% | |
| 225 | GEVGE VERNOVA INC | 2,891 | $1.8B | 0.06% | |
| 226 | SCHWSCHWAB CHARLES CORP | 18,490 | $1.8B | 0.06% | |
| 227 | IBKRINTERACTIVE BROKERS GROUP IN | 25,461 | $1.8B | 0.06% | |
| 228 | NYFISHARES TR | 32,538 | $1.7B | 0.06% | |
| 229 | DBDEUTSCHE BANK A G | 48,910 | $1.7B | 0.06% | |
| 230 | DEDEERE & CO | 3,750 | $1.7B | 0.06% | |
| 231 | CVSCVS HEALTH CORP | 22,725 | $1.7B | 0.06% | |
| 232 | IVEISHARES TR | 8,292 | $1.7B | 0.06% | |
| 233 | TDTORONTO DOMINION BK ONT | 21,375 | $1.7B | 0.06% | |
| 234 | IBNICICI BANK LIMITED | 56,212 | $1.7B | 0.05% | |
| 235 | HYMBSPDR SERIES TRUST | 68,031 | $1.7B | 0.05% | |
| 236 | AEMAGNICO EAGLE MINES LTD | 10,050 | $1.7B | 0.05% | |
| 237 | NEMNEWMONT CORP | 20,023 | $1.7B | 0.05% | |
| 238 | SPDSIMPLIFY EXCHANGE TRADED FUN | 42,691 | $1.7B | 0.05% | |
| 239 | LYGLLOYDS BANKING GROUP PLC | 370,402 | $1.7B | 0.05% | |
| 240 | SNPSSYNOPSYS INC | 3,346 | $1.7B | 0.05% | Call |
| 241 | DASHDOORDASH INC | 6,040 | $1.6B | 0.05% | |
| 242 | VYMVANGUARD WHITEHALL FDS | 11,628 | $1.6B | 0.05% | |
| 243 | ESGVVANGUARD WORLD FD | 13,592 | $1.6B | 0.05% | |
| 244 | DHID R HORTON INC | 9,485 | $1.6B | 0.05% | |
| 245 | JPSTJ P MORGAN EXCHANGE TRADED F | 31,661 | $1.6B | 0.05% | |
| 246 | UPSUNITED PARCEL SERVICE INC | 19,155 | $1.6B | 0.05% | |
| 247 | UBSUBS GROUP AG | 38,679 | $1.6B | 0.05% | |
| 248 | KMIKINDER MORGAN INC DEL | 55,905 | $1.6B | 0.05% | |
| 249 | CRWDCROWDSTRIKE HLDGS INC | 3,220 | $1.6B | 0.05% | |
| 250 | PPAINVESCO EXCHANGE TRADED FD T | 10,107 | $1.6B | 0.05% | |
| 251 | SPOTSPOTIFY TECHNOLOGY S A | 2,230 | $1.6B | 0.05% | |
| 252 | NVONOVO-NORDISK A S | 28,043 | $1.6B | 0.05% | |
| 253 | EFVISHARES TR | 22,865 | $1.6B | 0.05% | |
| 254 | QCOMQUALCOMM INC | 9,274 | $1.5B | 0.05% | |
| 255 | XLVSELECT SECTOR SPDR TR | 11,077 | $1.5B | 0.05% | |
| 256 | HWMHOWMET AEROSPACE INC | 7,832 | $1.5B | 0.05% | |
| 257 | ADPAUTOMATIC DATA PROCESSING IN | 5,215 | $1.5B | 0.05% | |
| 258 | XLFSELECT SECTOR SPDR TR | 28,117 | $1.5B | 0.05% | |
| 259 | SMFGSUMITOMO MITSUI FINL GROUP I | 89,811 | $1.5B | 0.05% | |
| 260 | BBARRICK MNG CORP | 45,443 | $1.5B | 0.05% | |
| 261 | AFLAFLAC INC | 13,305 | $1.5B | 0.05% | |
| 262 | IJHISHARES TR | 22,743 | $1.5B | 0.05% | |
| 263 | BHPBHP GROUP LTD | 26,506 | $1.5B | 0.05% | |
| 264 | JDJD.COM INC | 42,045 | $1.5B | 0.05% | Call |
| 265 | NOBLPROSHARES TR | 14,266 | $1.5B | 0.05% | |
| 266 | VIGIVANGUARD WHITEHALL FDS | 16,304 | $1.5B | 0.05% | |
| 267 | NKENIKE INC | 20,731 | $1.4B | 0.05% | |
| 268 | PWZINVESCO EXCH TRADED FD TR II | 60,411 | $1.4B | 0.05% | |
| 269 | ITWILLINOIS TOOL WKS INC | 5,533 | $1.4B | 0.05% | |
| 270 | FASTFASTENAL CO | 29,257 | $1.4B | 0.05% | |
| 271 | HONHONEYWELL INTL INC | 6,785 | $1.4B | 0.05% | |
| 272 | BRBROADRIDGE FINL SOLUTIONS IN | 5,997 | $1.4B | 0.05% | |
| 273 | PEPPEPSICO INC | 10,157 | $1.4B | 0.05% | |
| 274 | PGRPROGRESSIVE CORP | 5,707 | $1.4B | 0.05% | |
| 275 | SYKSTRYKER CORPORATION | 3,807 | $1.4B | 0.05% | |
| 276 | BSJPINVESCO EXCH TRD SLF IDX FD | 60,835 | $1.4B | 0.05% | |
| 277 | TECK/BTECK RESOURCES LTD | 31,933 | $1.4B | 0.05% | |
| 278 | MDTMEDTRONIC PLC | 14,702 | $1.4B | 0.05% | |
| 279 | FBNDFIDELITY MERRIMACK STR TR | 30,262 | $1.4B | 0.05% | |
| 280 | EQIXEQUINIX INC | 1,780 | $1.4B | 0.05% | |
| 281 | GBILGOLDMAN SACHS ETF TR | 13,828 | $1.4B | 0.04% | |
| 282 | USFRWISDOMTREE TR | 27,396 | $1.4B | 0.04% | |
| 283 | USMVISHARES TR | 14,451 | $1.4B | 0.04% | |
| 284 | MPCMARATHON PETE CORP | 7,123 | $1.4B | 0.04% | |
| 285 | INGING GROEP N.V. | 52,562 | $1.4B | 0.04% | |
| 286 | NWGNATWEST GROUP PLC | 96,673 | $1.4B | 0.04% | |
| 287 | TMUST-MOBILE US INC | 5,691 | $1.4B | 0.04% | |
| 288 | KKRKKR & CO INC | 10,432 | $1.4B | 0.04% | |
| 289 | IJSISHARES TR | 12,256 | $1.4B | 0.04% | |
| 290 | CLSCELESTICA INC | 5,444 | $1.3B | 0.04% | |
| 291 | LHXL3HARRIS TECHNOLOGIES INC | 4,383 | $1.3B | 0.04% | |
| 292 | PFEPFIZER INC | 52,072 | $1.3B | 0.04% | |
| 293 | DCREDOUBLELINE ETF TRUST | 25,356 | $1.3B | 0.04% | |
| 294 | AMTAMERICAN TOWER CORP NEW | 6,856 | $1.3B | 0.04% | |
| 295 | CMECME GROUP INC | 4,871 | $1.3B | 0.04% | |
| 296 | BSXBOSTON SCIENTIFIC CORP | 13,445 | $1.3B | 0.04% | |
| 297 | EDGGOLD FIELDS LTD | 31,212 | $1.3B | 0.04% | |
| 298 | QYLDGLOBAL X FDS | 76,800 | $1.3B | 0.04% | |
| 299 | VEEVVEEVA SYS INC | 4,384 | $1.3B | 0.04% | |
| 300 | PPLTABRDN PLATINUM ETF TRUST | 9,136 | $1.3B | 0.04% |