Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$733,860
+$206,496 QoQ
Shares Held
2,662
+34.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#859
of 1,682 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $11,482,987 across 7 Healthcare Plans names. CI ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
13,585 | $5,646,332 | |
| 2 | CVS |
CVS HEALTH Corp
|
32,607 | $3,373,193 | |
| 3 | CI |
Cigna Group
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|
2,662 | $733,860 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,811 | $700,368 | |
| 5 | HUM |
Humana Inc
|
1,342 | $533,068 | |
| 6 | CNC |
Centene Corp
|
3,870 | $248,414 | |
| 7 | OSCR |
Oscar Health, Inc.
|
8,687 | $247,752 |
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,860 | 2,662 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $527,364 | 1,977 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $535,046 | 1,944 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $545,657 | 1,893 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $642,316 | 1,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $574,434 | 1,746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $360,914 | 1,307 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $550,839 | 1,590 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $479,326 | 1,450 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $530,620 | 1,461 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $382,697 | 1,278 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||