Position in FTI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$824,970
-$65,838 QoQ
Shares Held
12,443
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#447
of 813 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Compound Planning, Inc. holds $5,871,222 across 8 Oil & Gas Equipment & Services names. FTI ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
22,744 | $1,262,292 | |
| 2 | FTI |
TechnipFMC plc
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|
12,443 | $824,970 | |
| 3 | SEI |
Solaris Energy Infrastructure, Inc.
|
9,451 | $760,427 | |
| 4 | SLB |
Slb Limited/Nv
|
15,832 | $736,029 | |
| 5 | KGS |
Kodiak Gas Services, Inc.
|
9,650 | $725,004 | |
| 6 | WTTR |
Select Water Solutions, Inc.
|
32,494 | $649,229 | |
| 7 | FTK |
Flotek Industries Inc/Cn/
|
24,831 | $584,025 | |
| 8 | HAL |
Halliburton Co
|
9,698 | $329,246 |
All Filings in FTI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,970 | 12,443 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $890,808 | 12,886 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $464,180 | 10,417 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $348,895 | 8,844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $258,162 | 7,496 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $276,463 | 8,724 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $228,712 | 7,903 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $201,000 | 7,663 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||