Compound Planning, Inc.
CIK
1978879
City
NEW YORK
State / Country
NY
Top Portfolio Positions
835 positions ·
$1,543,480,362 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
474,651 | $120,461,676 | 7.80% |
| NVDA |
Nvidia Corp
Technology
|
346,487 | $60,427,332 | 3.92% |
| GOOGL |
Alphabet Inc.
Communication Services
|
166,510 | $47,881,614 | 3.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
225,598 | $46,985,295 | 3.04% |
| COIN |
Coinbase Global, Inc.
Financial Services
|
246,967 | $43,122,907 | 2.79% |
| MSFT |
Microsoft Corp
Technology
|
116,001 | $42,940,089 | 2.78% |
| AVGO |
Broadcom Inc.
Technology
|
133,261 | $41,245,611 | 2.67% |
| META |
Meta Platforms, Inc.
Communication Services
|
69,057 | $39,509,580 | 2.56% |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
478,464 | $33,157,554 | 2.15% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
75,831 | $22,306,446 | 1.45% |
Portfolio Trend
Holdings in FFC
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $982,608 | 63,435 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,047,311 | 63,435 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,085,604 | 64,275 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,067,402 | 65,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,051,778 | 66,025 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,025,368 | 66,025 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $457,839 | 27,900 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $375,666 | 25,400 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $384,615 | 25,900 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $398,235 | 28,650 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $543,144 | 41,877 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $646,233 | 47,033 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $683,958 | 49,419 | Shares | Sole | 2023-06-07 | |
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