Compound Planning, Inc.
Compound Planning, Inc. reported 2,302 holdings worth US$3.84B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Compound Planning, Inc. reported 2,302 holdings worth US$3.84B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 2,302
- Value as reported
- US$3.84B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 503K | US$146M | 3.8% |
| Alphabet Inc (google) Class C | 383K | US$137M | 3.6% |
| Nvidia Corporation | 369K | US$73.9M | 1.9% |
| Broadcom Inc. | 168K | US$63.4M | 1.7% |
| Amazon.com, Inc. | 221K | US$52.6M | 1.4% |
| Microsoft Corp. | 135K | US$50.4M | 1.3% |
| Robinhood Markets, Inc. | 480K | US$48.1M | 1.3% |
| Meta Platforms, Inc. | 69,044 | US$38.9M | 1.0% |
| Coinbase Global, Inc. | 245K | US$35.8M | 0.93% |
| Abbvie Inc. | 125K | US$31.4M | 0.82% |
| Berkshire Hathaway Inc. | 61,254 | US$30.7M | 0.80% |
| Jp Morgan Chase & Co. | 77,143 | US$25.3M | 0.66% |
| Micron Technology, Inc. | 18,602 | US$21.5M | 0.56% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 44,754 | US$21.4M | 0.56% |
| Caterpillar, Inc. | 18,879 | US$20.1M | 0.52% |
| Tesla, Inc. | 42,245 | US$17.8M | 0.46% |
| Johnson & Johnson | 65,795 | US$16.7M | 0.44% |
| Figma Inc | 809K | US$14.6M | 0.38% |
| Eli Lilly And Company | 10,900 | US$13.1M | 0.34% |
| Merck & Company, Inc. | 101K | US$13M | 0.34% |
| Advanced Micro Devices Inc | 21,524 | US$12.5M | 0.33% |
| Intel Corporation | 87,311 | US$12.2M | 0.32% |
| International Business Machines Corporation | 42,292 | US$11.9M | 0.31% |
| Lam Research Corporation | 26,945 | US$11.7M | 0.30% |
| Cisco Systems, Inc. | 99,224 | US$11.7M | 0.30% |
| Exxon Mobil Corporation | 81,382 | US$11.1M | 0.29% |
| Walmart Inc. | 96,289 | US$10.9M | 0.28% |
| Abbott Laboratories | 120K | US$10.9M | 0.28% |
| Costco Wholesale Corporation | 11,265 | US$10.5M | 0.27% |
| Asml Holding Nv | 5,261 | US$10.5M | 0.27% |
| Procter & Gamble Company (the) | 69,303 | US$10.2M | 0.26% |
| Bank Of America Corporation | 170K | US$9.67M | 0.25% |
| Coreweave, Inc. | 94,752 | US$9.43M | 0.25% |
| Applied Materials, Inc. | 12,906 | US$9.33M | 0.24% |
| Marvell Technology, Inc. | 30,838 | US$9.19M | 0.24% |
| Goldman Sachs Group, Inc. (the) | 8,829 | US$8.93M | 0.23% |
| Ge Vernova Inc. | 7,471 | US$8.78M | 0.23% |
| Visa Inc. | 25,346 | US$8.7M | 0.23% |
| Palantir Technologies Inc. | 73,535 | US$8.58M | 0.22% |
| Sandisk Corporation | 3,477 | US$7.91M | 0.21% |
| Chevron Corporation | 45,520 | US$7.55M | 0.20% |
| Hsbc Holdings Plc | 79,278 | US$7.54M | 0.20% |
| Rtx Corporation | 39,678 | US$7.53M | 0.20% |
| Mastercard Incorporated | 13,485 | US$6.93M | 0.18% |
| Kla Corporation | 22,104 | US$6.67M | 0.17% |
| Nextera Energy, Inc. | 73,527 | US$6.45M | 0.17% |
| Oracle Corporation | 43,573 | US$6.39M | 0.17% |
| Arista Networks, Inc. | 37,124 | US$6.31M | 0.16% |
| The Bank Of New York Mellon Corporation | 41,221 | US$5.96M | 0.16% |
| Pfizer, Inc. | 243K | US$5.84M | 0.15% |
| Servicenow, Inc. | 58,018 | US$5.76M | 0.15% |
| Unitedhealth Group Incorporated | 13,585 | US$5.65M | 0.15% |
| Coca-cola Company (the) | 69,440 | US$5.64M | 0.15% |
| Citigroup, Inc. | 39,555 | US$5.54M | 0.14% |
| Palo Alto Networks, Inc. | 16,091 | US$5.49M | 0.14% |
| Ge Aerospace | 14,167 | US$5.29M | 0.14% |
| Netflix, Inc. | 73,984 | US$5.28M | 0.14% |
| Boeing Company (the) | 23,836 | US$5.16M | 0.13% |
| Gilead Sciences, Inc. | 40,613 | US$5.13M | 0.13% |
| Morgan Stanley | 24,480 | US$5.12M | 0.13% |
| Ppg Industries, Inc. | 41,410 | US$5.02M | 0.13% |
| Novartis Ag | 30,759 | US$4.82M | 0.13% |
| Royal Bank Of Canada | 22,798 | US$4.72M | 0.12% |
| Tjx Companies, Inc. (the) | 30,991 | US$4.7M | 0.12% |
| Western Digital Corporation | 7,299 | US$4.66M | 0.12% |
| Fortinet, Inc. | 28,846 | US$4.43M | 0.12% |
| Mcdonald's Corporation | 15,416 | US$4.17M | 0.11% |
| Trio-tech International | 335K | US$4.13M | 0.11% |
| Bhp Group Ltd | 49,521 | US$4.13M | 0.11% |
| Mitsubishi Ufj Financial Group, Inc. | 206K | US$4.09M | 0.11% |
| Home Depot, Inc. (the) | 11,270 | US$3.97M | 0.10% |
| Banco Santander, S.a. | 284K | US$3.92M | 0.10% |
| Philip Morris International Inc | 21,306 | US$3.85M | 0.10% |
| American Express Company | 11,276 | US$3.81M | 0.10% |
| Enbridge Inc. | 69,171 | US$3.75M | 0.10% |
| Union Pacific Corporation | 12,944 | US$3.52M | 0.09% |
| Freeport-mcmoran, Inc. | 55,395 | US$3.48M | 0.09% |
| Crowdstrike Holdings, Inc. | 4,535 | US$3.46M | 0.09% |
| Affirm Holdings, Inc. | 41,855 | US$3.41M | 0.09% |
| Cvs Health Corporation | 32,607 | US$3.37M | 0.09% |
| Toronto-dominion Bank | 27,694 | US$3.36M | 0.09% |
| At&t Inc. | 162K | US$3.35M | 0.09% |
| Wells Fargo & Company | 40,332 | US$3.33M | 0.09% |
| Valero Energy Corporation | 12,739 | US$3.32M | 0.09% |
| Booking Holdings Inc. Common Stock | 18,516 | US$3.3M | 0.09% |
| Shopify Inc. | 28,597 | US$3.27M | 0.09% |
| Waste Management, Inc. | 14,528 | US$3.24M | 0.08% |
| Amgen Inc. | 8,559 | US$3.1M | 0.08% |
| Banco Bilbao Vizcaya Argentaria, S.a. | 122K | US$3.07M | 0.08% |
| Verizon Communications Inc. | 71,695 | US$3.04M | 0.08% |
| Vertex Pharmaceuticals Incorporated | 6,108 | US$3.03M | 0.08% |
| Roblox Corporation | 55,682 | US$3.03M | 0.08% |
| Walt Disney Company (the) | 31,103 | US$2.99M | 0.08% |
| Deere & Company | 4,646 | US$2.95M | 0.08% |
| Rio Tinto Plc | 30,743 | US$2.92M | 0.08% |
| Duke Energy Corporation (holding Company) | 22,987 | US$2.91M | 0.08% |
| Sumitomo Mitsui Financial Group, Inc. | 123K | US$2.9M | 0.08% |
| Uber Technologies, Inc. | 38,771 | US$2.8M | 0.07% |
| Shell Plc | 35,990 | US$2.79M | 0.07% |
| Corning Incorporated | 10,790 | US$2.76M | 0.07% |
Every holding of Compound Planning, Inc.
Source
View original at SEC
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