Compound Planning, Inc.
Top Portfolio Positions
835 positions ·
$1,543,480,362 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
474,651 | $120,461,676 | 7.80% |
| NVDA |
Nvidia Corp
Technology
|
346,487 | $60,427,332 | 3.92% |
| GOOGL |
Alphabet Inc.
Communication Services
|
166,510 | $47,881,614 | 3.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
225,598 | $46,985,295 | 3.04% |
| COIN |
Coinbase Global, Inc.
Financial Services
|
246,967 | $43,122,907 | 2.79% |
| MSFT |
Microsoft Corp
Technology
|
116,001 | $42,940,089 | 2.78% |
| AVGO |
Broadcom Inc.
Technology
|
133,261 | $41,245,611 | 2.67% |
| META |
Meta Platforms, Inc.
Communication Services
|
69,057 | $39,509,580 | 2.56% |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
478,464 | $33,157,554 | 2.15% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
75,831 | $22,306,446 | 1.45% |
Portfolio Trend
Holdings in BST
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,916 | 11,442 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,097,255 | 27,066 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $482,464 | 11,665 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $449,070 | 11,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $428,045 | 12,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $482,226 | 13,190 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $524,689 | 14,805 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $552,848 | 14,680 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $554,723 | 15,025 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $524,759 | 15,590 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $516,380 | 16,440 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $572,392 | 16,620 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $565,626 | 17,490 | Shares | Sole | 2023-06-07 | |
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