Position in CNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$248,414
New position
Shares Held
3,870
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#746
of 996 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $11,482,987 across 7 Healthcare Plans names. CNC ranks #6 (2.2% 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
|
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
This page
|
3,870 | $248,414 | |
| 7 | OSCR |
Oscar Health, Inc.
|
8,687 | $247,752 |
All Filings in CNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,414 | 3,870 | Shares | Other | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||