Compound Planning, Inc.

Position in BBY — Best Buy Co Inc

CIK 1978879 NEW YORK, NY

Position in BBY

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

Position Value

$351,931

+$59,565 QoQ

Shares Held

4,638

+1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#550

of 865 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Compound Planning, Inc. holds $2,566,663 across 6 Specialty Retail names. BBY ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	1,196	$950,568
2	WSM	Williams Sonoma Inc	1,708	$398,134
3	DKS	Dick's Sporting Goods, Inc.	1,575	$357,225
4	BBY	Best Buy Co Inc This page	4,638	$351,931
5	MUSA	Murphy USA Inc.	504	$271,590
6	ULTA	Ulta Beauty, Inc.	526	$237,215

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,931	4,638	+1.8%	Shares	Other	2026-08-04
2026-03-31	$292,366	4,554	+24.0%	Shares	Other	2026-05-14
2025-12-31	$245,833	3,673	+2.2%	Shares	Sole	2026-02-19
2025-09-30	$271,853	3,595	+28.7%	Shares	Sole	2025-11-10
2025-03-31	$205,666	2,794	-3.7%	Shares	Sole	2025-05-14
2024-09-30	$299,776	2,902	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.