Position in CW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$926,739
+$136,641 QoQ
Shares Held
1,223
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#476
of 944 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $35,335,789 across 20 Aerospace & Defense names. CW ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
39,678 | $7,528,106 | |
| 2 | GE |
General Electric Co
|
14,167 | $5,294,632 | |
| 3 | BA |
Boeing Co
|
23,836 | $5,159,778 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
8,090 | $2,350,872 | |
| 5 | LMT |
Lockheed Martin Corp
|
4,368 | $2,225,320 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
7,665 | $2,060,811 | |
| 7 | GD |
General Dynamics Corp
|
4,535 | $1,606,478 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,873 | $953,937 |
All Filings in CW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,739 | 1,223 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $790,098 | 1,160 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $579,384 | 1,051 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $592,890 | 1,092 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $528,122 | 1,081 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,048 | 744 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $239,537 | 675 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||