Position in ERIC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$674,005
+$27,942 QoQ
Shares Held
60,449
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#131
of 389 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $19,762,617 across 7 Communication Equipment names. ERIC ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
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
This page
|
60,449 | $674,005 | |
| 7 | MSI |
Motorola Solutions, Inc.
|
1,357 | $563,547 |
All Filings in ERIC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,005 | 60,449 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $646,063 | 57,326 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $440,010 | 45,597 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $306,899 | 37,110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $319,789 | 37,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $322,350 | 41,540 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $324,431 | 40,252 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $256,279 | 33,810 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $132,543 | 21,482 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||