Compound Planning, Inc. Q4 2025 Filing

Filed February 19, 2026

Portfolio Value

$3.4B

Holdings

1,203

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,203 positions)

StockValue
STESTERIS PLC
$219K
TRITHOMSON REUTERS CORP
$218K
BXSLBLACKSTONE SECD LENDING FD
$218K
OXYOCCIDENTAL PETE CORP
$218K
POOLPOOL CORP
$218K
SCHYSCHWAB STRATEGIC TR
$217K
TTDTHE TRADE DESK INC
$217K
TTEKTETRA TECH INC NEW
$217K
XLISELECT SECTOR SPDR TR
$216K
AVLCAMERICAN CENTY ETF TR
$216K
OGNORGANON & CO
$215K
IMOIMPERIAL OIL LTD
$215K
RRYDER SYS INC
$214K
FXEINVESCO CURRENCYSHARES EURO
$214K
MTZMASTEC INC
$214K
CLXCLOROX CO DEL
$213K
SKYYFIRST TR EXCHANGE TRADED FD
$213K
DC4DEXCOM INC
$213K
DBXDROPBOX INC
$213K
QQQINEOS ETF TRUST
$212K
BSCVINVESCO EXCH TRD SLF IDX FD
$211K
NIONIO INC
$211K
SEICSEI INVTS CO
$210K
AITAPPLIED INDL TECHNOLOGIES IN
$210K
ILMNILLUMINA INC
$210K
HYGISHARES TR
$210K
FWONALIBERTY MEDIA CORP DEL
$209K
SMCISUPER MICRO COMPUTER INC
$209K
SMMDISHARES TR
$208K
VICIVICI PPTYS INC
$208K
BBIOBRIDGEBIO PHARMA INC
$207K
BEKEKE HLDGS INC
$207K
TAXFAMERICAN CENTY ETF TR
$207K
URAGLOBAL X FDS
$206K
BLDRBUILDERS FIRSTSOURCE INC
$206K
GDDYGODADDY INC
$206K
AOSSMITH A O CORP
$206K
AVGVAMERICAN CENTY ETF TR
$205K
HHYATT HOTELS CORP
$204K
RGENREPLIGEN CORP
$203K
BGBUNGE GLOBAL SA
$203K
DFAXDIMENSIONAL ETF TRUST
$202K
EMNEASTMAN CHEM CO
$202K
FXFINVESCO CURRENCYSHARES SWISS
$201K
PNQIINVESCO EXCHANGE TRADED FD T
$201K
SPTISPDR SERIES TRUST
$201K
HHHHOWARD HUGHES HOLDINGS INC
$200K
LIILENNOX INTL INC
$199K
CVECENOVUS ENERGY INC
$198K
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$196K
VIVTELEFONICA BRASIL SA
$188K
SUZSUZANO S A
$186K
RELYREMITLY GLOBAL INC
$179K
RDYDR REDDYS LABS LTD
$175K
VGMINVESCO TR INVT GRADE MUNS
$174K
AALAMERICAN AIRLS GROUP INC
$174K
GUTGABELLI UTIL TR
$168K
RCSPIMCO STRATEGIC INCOME FD
$167K
SSENTINELONE INC
$166K
YMMFULL TRUCK ALLIANCE CO LTD
$165K
TKCTURKCELL ILETISIM HIZMETLERI
$164K
W3UWESTERN UN CO
$160K
PDBCINVESCO ACTVELY MNGD ETC FD
$160K
GABGABELLI EQUITY TR INC
$158K
HYTBLACKROCK CORPOR HI YLD FD I
$157K
STLASTELLANTIS N.V
$155K
TCPCBLACKROCK TCP CAPITAL CORP
$153K
PDTHANCOCK JOHN PREM DIVID FD
$146K
OSCROSCAR HEALTH INC
$143K
CENTRAIS ELET BRAS SA
$137K
TELFYTELEFONICA S A
$129K
RITMRITHM CAPITAL CORP
$128K
GOODGLADSTONE COMMERCIAL CORP
$126K
XFLTXAI OCTAGN FLT RAT & ALT INM
$120K
XRAYDENTSPLY SIRONA INC
$116K
CIGCIA ENERGETICA DE MINAS GERA
$115K
NWLNEWELL BRANDS INC
$114K
ELPCCOMPANHIA PARANAENSE DE ENER
$113K
ECCEAGLE POINT CREDIT COMPANY I
$110K
DMLDENISON MINES CORP
$109K
MFMMFS MUN INCOME TR
$106K
ACCOACCO BRANDS CORP
$104K
ORCORCHID IS CAP INC
$101K
JFRNUVEEN FLOATING RATE INCOME
$98K
NXENEXGEN ENERGY LTD
$95K
FTCAPUTNAM ETF TRUST
$95K
NBYNOVABAY PHARMACEUTICALS INC
$94K
AMCRAMCOR PLC
$89K
BEEPMOBILE INFRASTRUCTURE CORP
$86K
ASPIASP ISOTOPES INC
$82K
BLNDBLEND LABS INC
$76K
XAWPXABRDN GLOBAL PREMIER PPTYS F
$68K
WITWIPRO LTD
$67K
SSLSASOL LTD
$67K
PTONPELOTON INTERACTIVE INC
$66K
MINMFS INTER INCOME TR
$44K
CIKCREDIT SUISSE ASSET MGMT INC
$42K
BBDOBANCO BRADESCO S A
$39K
HIVEHIVE DIGITAL TECHNOLOGIES LT
$36K
IBRXIMMUNITYBIO INC
$20K
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