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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BACVERIZON COMMUNICATIONS INC | 58,409 | $2.4B | 0.07% | |
| 202 | XLFSELECT SECTOR SPDR TR | 43,426 | $2.4B | 0.07% | |
| 203 | BLKBLACKROCK INC | 2,221 | $2.4B | 0.07% | |
| 204 | VTIPVANGUARD MALVERN FDS | 47,824 | $2.4B | 0.07% | |
| 205 | DUKDUKE ENERGY CORP NEW | 20,031 | $2.3B | 0.07% | |
| 206 | GEVGE VERNOVA INC | 3,584 | $2.3B | 0.07% | |
| 207 | SHVISHARES TR | 21,207 | $2.3B | 0.07% | |
| 208 | ANETARISTA NETWORKS INC | 17,609 | $2.3B | 0.07% | |
| 209 | RSPINVESCO EXCHANGE TRADED FD T | 11,944 | $2.3B | 0.07% | |
| 210 | TDTORONTO DOMINION BK ONT | 24,264 | $2.3B | 0.07% | |
| 211 | SYKSTRYKER CORPORATION | 6,443 | $2.3B | 0.07% | |
| 212 | SHYGISHARES TR | 52,421 | $2.2B | 0.07% | |
| 213 | KKRKKR & CO INC | 17,604 | $2.2B | 0.07% | |
| 214 | HDBHDFC BANK LTD | 61,089 | $2.2B | 0.07% | |
| 215 | NOWSERVICENOW INC | 14,450 | $2.2B | 0.06% | |
| 216 | EFGISHARES TR | 19,256 | $2.2B | 0.06% | |
| 217 | DHRDANAHER CORPORATION | 9,554 | $2.2B | 0.06% | |
| 218 | PHPARKER-HANNIFIN CORP | 2,487 | $2.2B | 0.06% | |
| 219 | APHAMPHENOL CORP NEW | 16,171 | $2.2B | 0.06% | |
| 220 | FENIFIDELITY COVINGTON TRUST | 59,173 | $2.2B | 0.06% | |
| 221 | APPAPPLOVIN CORP | 3,197 | $2.2B | 0.06% | |
| 222 | LHXL3HARRIS TECHNOLOGIES INC | 7,329 | $2.2B | 0.06% | |
| 223 | BBARRICK MNG CORP | 48,984 | $2.1B | 0.06% | |
| 224 | MCKMCKESSON CORP | 2,598 | $2.1B | 0.06% | |
| 225 | QCOMQUALCOMM INC | 12,448 | $2.1B | 0.06% | |
| 226 | ULUNILEVER PLC | 32,513 | $2.1B | 0.06% | |
| 227 | NEMNEWMONT CORP | 21,071 | $2.1B | 0.06% | |
| 228 | DKNGDRAFTKINGS INC NEW | 60,344 | $2.1B | 0.06% | |
| 229 | XLVSELECT SECTOR SPDR TR | 13,409 | $2.1B | 0.06% | |
| 230 | ETNEATON CORP PLC | 6,499 | $2.1B | 0.06% | |
| 231 | FCALFIRST TR EXCH TRADED FD III | 41,953 | $2.1B | 0.06% | |
| 232 | SCHWSCHWAB CHARLES CORP | 20,651 | $2.1B | 0.06% | |
| 233 | DGROISHARES TR | 29,630 | $2.1B | 0.06% | |
| 234 | SOSOUTHERN CO | 23,553 | $2.1B | 0.06% | |
| 235 | SMFGSUMITOMO MITSUI FINL GROUP I | 105,188 | $2.0B | 0.06% | |
| 236 | VWOBVANGUARD WHITEHALL FDS | 29,867 | $2.0B | 0.06% | |
| 237 | PPGPPG INDS INC | 19,632 | $2.0B | 0.06% | |
| 238 | SPEMSPDR INDEX SHS FDS | 42,939 | $2.0B | 0.06% | |
| 239 | DBDEUTSCHE BANK A G | 51,974 | $2.0B | 0.06% | |
| 240 | LMTLOCKHEED MARTIN CORP | 4,132 | $2.0B | 0.06% | |
| 241 | UPSUNITED PARCEL SERVICE INC | 20,091 | $2.0B | 0.06% | |
| 242 | BMTABRITISH AMERN TOB PLC | 35,147 | $2.0B | 0.06% | |
| 243 | SCHMSCHWAB STRATEGIC TR | 66,129 | $2.0B | 0.06% | |
| 244 | VLOVALERO ENERGY CORP | 12,047 | $2.0B | 0.06% | |
| 245 | MBBISHARES TR | 20,428 | $1.9B | 0.06% | |
| 246 | NTESNETEASE INC | 14,041 | $1.9B | 0.06% | |
| 247 | UBSUBS GROUP AG | 41,632 | $1.9B | 0.06% | |
| 248 | NYFISHARES TR | 35,583 | $1.9B | 0.06% | |
| 249 | BHPBHP GROUP LTD | 31,493 | $1.9B | 0.06% | |
| 250 | PEPPEPSICO INC | 13,222 | $1.9B | 0.06% | |
| 251 | ECLECOLAB INC | 7,185 | $1.9B | 0.06% | |
| 252 | CRWDCROWDSTRIKE HLDGS INC | 4,000 | $1.9B | 0.05% | |
| 253 | DEDEERE & CO | 4,017 | $1.9B | 0.05% | |
| 254 | GSKGSK PLC | 37,986 | $1.9B | 0.05% | |
| 255 | ADBEADOBE INC | 5,181 | $1.8B | 0.05% | |
| 256 | AXONAXON ENTERPRISE INC | 3,148 | $1.8B | 0.05% | |
| 257 | LINLINDE PLC | 4,167 | $1.8B | 0.05% | |
| 258 | PFEPFIZER INC | 70,555 | $1.8B | 0.05% | |
| 259 | BSJSINVESCO EXCH TRD SLF IDX FD | 78,899 | $1.7B | 0.05% | |
| 260 | MCHPMICROCHIP TECHNOLOGY INC. | 26,941 | $1.7B | 0.05% | |
| 261 | AEMAGNICO EAGLE MINES LTD | 10,055 | $1.7B | 0.05% | |
| 262 | WELLWELLTOWER INC | 9,132 | $1.7B | 0.05% | |
| 263 | SHWSHERWIN WILLIAMS CO | 5,227 | $1.7B | 0.05% | |
| 264 | VYMVANGUARD WHITEHALL FDS | 11,636 | $1.7B | 0.05% | |
| 265 | CLCOLGATE PALMOLIVE CO | 20,928 | $1.7B | 0.05% | |
| 266 | HWMHOWMET AEROSPACE INC | 8,013 | $1.6B | 0.05% | |
| 267 | INGING GROEP N.V. | 58,377 | $1.6B | 0.05% | |
| 268 | CMICUMMINS INC | 3,160 | $1.6B | 0.05% | |
| 269 | DHID R HORTON INC | 11,189 | $1.6B | 0.05% | |
| 270 | CEGCONSTELLATION ENERGY CORP | 4,542 | $1.6B | 0.05% | |
| 271 | TELTE CONNECTIVITY PLC | 7,042 | $1.6B | 0.05% | |
| 272 | COPCONOCOPHILLIPS | 17,098 | $1.6B | 0.05% | |
| 273 | IBKRINTERACTIVE BROKERS GROUP IN | 24,845 | $1.6B | 0.05% | |
| 274 | EFVISHARES TR | 22,170 | $1.6B | 0.05% | |
| 275 | MDTMEDTRONIC PLC | 16,396 | $1.6B | 0.05% | |
| 276 | SPGIS&P GLOBAL INC | 3,004 | $1.6B | 0.05% | |
| 277 | JPSTJ P MORGAN EXCHANGE TRADED F | 31,018 | $1.6B | 0.05% | |
| 278 | USBUS BANCORP DEL | 28,962 | $1.5B | 0.05% | |
| 279 | TECK/BTECK RESOURCES LTD | 32,266 | $1.5B | 0.05% | |
| 280 | NVONOVO-NORDISK A S | 30,337 | $1.5B | 0.05% | |
| 281 | IBNICICI BANK LIMITED | 51,747 | $1.5B | 0.05% | |
| 282 | CLSCELESTICA INC | 5,179 | $1.5B | 0.04% | |
| 283 | RIORIO TINTO PLC | 19,074 | $1.5B | 0.04% | |
| 284 | ETRENTERGY CORP NEW | 16,484 | $1.5B | 0.04% | |
| 285 | PPLTABRDN PLATINUM ETF TRUST | 8,159 | $1.5B | 0.04% | |
| 286 | PNCPNC FINL SVCS GROUP INC | 7,285 | $1.5B | 0.04% | |
| 287 | ESGVVANGUARD WORLD FD | 12,578 | $1.5B | 0.04% | |
| 288 | IJHISHARES TR | 23,023 | $1.5B | 0.04% | |
| 289 | PPAINVESCO EXCHANGE TRADED FD T | 9,693 | $1.5B | 0.04% | |
| 290 | USFRWISDOMTREE TR | 30,124 | $1.5B | 0.04% | |
| 291 | IVEISHARES TR | 7,128 | $1.5B | 0.04% | |
| 292 | AFLAFLAC INC | 13,652 | $1.5B | 0.04% | |
| 293 | NOBLPROSHARES TR | 14,407 | $1.5B | 0.04% | |
| 294 | KMIKINDER MORGAN INC DEL | 54,408 | $1.5B | 0.04% | |
| 295 | VIGIVANGUARD WHITEHALL FDS | 16,266 | $1.5B | 0.04% | |
| 296 | QYLDGLOBAL X FDS | 84,073 | $1.5B | 0.04% | |
| 297 | MOALTRIA GROUP INC | 25,769 | $1.5B | 0.04% | |
| 298 | CMECME GROUP INC | 5,431 | $1.5B | 0.04% | |
| 299 | AUANGLOGOLD ASHANTI PLC | 17,386 | $1.5B | 0.04% | |
| 300 | GDGENERAL DYNAMICS CORP | 4,391 | $1.5B | 0.04% |