Compound Planning, Inc.

Position in BA — Boeing Co

CIK 1978879 NEW YORK, NY

Position in BA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,159,778

+$391,418 QoQ

Shares Held

23,836

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#573

of 2,609 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $35,335,789 across 20 Aerospace & Defense names. BA ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	39,678	$7,528,106
2	GE	General Electric Co	14,167	$5,294,632
3	BA	Boeing Co This page	23,836	$5,159,778
4	LHX	L3harris Technologies, Inc. /De/	8,090	$2,350,872
5	LMT	Lockheed Martin Corp	4,368	$2,225,320
6	HWM	Howmet Aerospace Inc.	7,665	$2,060,811
7	GD	General Dynamics Corp	4,535	$1,606,478
8	NOC	Northrop Grumman Corp /De/	1,873	$953,937

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,159,778	23,836	-0.5%	Shares	Sole	2026-08-04
2026-03-31	$4,768,360	23,958	+3.1%	Shares	Other	2026-05-14
2025-12-31	$5,045,217	23,237	+5.5%	Shares	Sole	2026-02-19
2025-09-30	$4,754,950	22,031	+16.3%	Shares	Sole	2025-11-10
2025-06-30	$3,968,707	18,941	+4.4%	Shares	Sole	2025-08-14
2025-03-31	$3,095,311	18,149	+1.7%	Shares	Sole	2025-05-14
2024-12-31	$3,157,149	17,837	-1.2%	Shares	Sole	2025-01-17
2024-09-30	$2,745,082	18,055	-2.3%	Shares	Sole	2024-10-08
2024-06-30	$3,362,452	18,474	+1.0%	Shares	Sole	2024-07-26
2024-03-31	$3,528,822	18,285	+5.3%	Shares	Sole	2024-05-07
2023-12-31	$4,524,796	17,359	-0.0%	Shares	Sole	2024-02-08
2023-09-30	$3,327,756	17,361	+12.7%	Shares	Sole	2023-11-09
2023-06-30	$3,253,553	15,408	-1.9%	Shares	Sole	2023-08-03
2023-03-31	$3,338,125	15,714	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.