Compound Planning, Inc.

Position in EXPD — Expeditors International Of Washington Inc

CIK 1978879 NEW YORK, NY

Position in EXPD

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

Position Value

$491,384

+$132,164 QoQ

Shares Held

3,015

+20.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#548

of 949 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $7,330,596 across 8 Integrated Freight & Logistics names. EXPD ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc	24,508	$2,634,609
2	FDX	Fedex Corp	5,567	$1,743,194
3	CHRW	C. H. Robinson Worldwide, Inc.	5,213	$981,815
4	JBHT	Hunt J B Transport Services Inc	1,863	$539,207
5	EXPD	Expeditors International Of Washington Inc This page	3,015	$491,384
6	FDXF	FedEx Freight Holding Company, Inc.	2,536	$382,936
7	ZTO	ZTO Express (Cayman) Inc.	14,799	$331,201
8	LSTR	Landstar System Inc	1,094	$226,250

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,384	3,015	+20.2%	Shares	Other	2026-08-04
2026-03-31	$359,220	2,508	+7.6%	Shares	Other	2026-05-14
2025-12-31	$347,342	2,331	+18.6%	Shares	Sole	2026-02-19
2025-09-30	$240,889	1,965	0.0%	Shares	Sole	2025-11-10
2025-03-31	$236,291	1,965	+17.5%	Shares	Sole	2025-05-14
2024-09-30	$219,700	1,672	-4.7%	Shares	Sole	2024-10-08
2024-06-30	$218,881	1,754	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$213,112	1,753	+10.6%	Shares	Sole	2024-05-07
2023-12-31	$201,612	1,585	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.