Compound Planning, Inc.

Position in CASY — Caseys General Stores Inc

CIK 1978879 NEW YORK, NY

Position in CASY

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

Position Value

$950,568

+$123,720 QoQ

Shares Held

1,196

+5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#565

of 1,074 holders

Holding Since

Jun 2024

9 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. CASY ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc This page	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	4,638	$351,931
5	MUSA	Murphy USA Inc.	504	$271,590
6	ULTA	Ulta Beauty, Inc.	526	$237,215

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$950,568	1,196	+5.3%	Shares	Other	2026-08-04
2026-03-31	$826,848	1,136	+16.3%	Shares	Other	2026-05-14
2025-12-31	$539,997	977	+8.6%	Shares	Sole	2026-02-19
2025-09-30	$508,788	900	+16.4%	Shares	Sole	2025-11-10
2025-06-30	$394,438	773	+12.5%	Shares	Sole	2025-08-14
2025-03-31	$298,185	687	+14.9%	Shares	Sole	2025-05-14
2024-12-31	$236,945	598	+2.7%	Shares	Sole	2025-01-17
2024-09-30	$218,663	582	+10.0%	Shares	Sole	2024-10-08
2024-06-30	$201,845	529	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.