Compound Planning, Inc.

Position in CSCO — Cisco Systems, Inc.

CIK 1978879 NEW YORK, NY

Position in CSCO

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

Position Value

$11,654,850

+$6,398,904 QoQ

Shares Held

99,224

+46.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#834

of 4,023 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $19,762,617 across 7 Communication Equipment names. CSCO ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	99,224	$11,654,850
2	LITE	Lumentum Holdings Inc.	3,146	$2,699,456
3	CIEN	Ciena Corp	4,412	$2,164,350
4	NOK	Nokia Corp	82,965	$1,101,774
5	HPE	Hewlett Packard Enterprise Co	20,054	$904,635
6	ERIC	Ericsson Lm Telephone Co	60,449	$674,005
7	MSI	Motorola Solutions, Inc.	1,357	$563,547

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,654,850	99,224	+46.5%	Shares	Other	2026-08-04
2026-03-31	$5,255,946	67,740	+2.6%	Shares	Other	2026-05-14
2025-12-31	$5,084,981	66,013	+81.3%	Shares	Defined	2026-02-19
2025-09-30	$2,491,103	36,409	+13.6%	Shares	Sole	2025-11-10
2025-06-30	$2,223,767	32,052	-6.0%	Shares	Sole	2025-08-14
2025-03-31	$2,103,323	34,084	+39.5%	Shares	Sole	2025-05-14
2024-12-31	$1,445,960	24,425	+12.4%	Shares	Sole	2025-01-17
2024-09-30	$1,157,002	21,740	+34.8%	Shares	Sole	2024-10-08
2024-06-30	$766,146	16,126	+21.2%	Shares	Sole	2024-07-26
2024-03-31	$664,002	13,304	+76.3%	Shares	Sole	2024-05-07
2023-12-31	$381,223	7,546	-31.2%	Shares	Sole	2024-02-08
2023-09-30	$589,693	10,969	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.