Position in GD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,606,478
+$147,794 QoQ
Shares Held
4,535
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#828
of 2,203 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GD 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. GD ranks #7 (4.5% 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
This page
|
4,535 | $1,606,478 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,873 | $953,937 |
All Filings in GD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606,478 | 4,535 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,458,684 | 4,250 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,478,273 | 4,391 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,179,519 | 3,459 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $810,814 | 2,780 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $592,043 | 2,172 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $430,806 | 1,635 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $665,746 | 2,203 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $621,479 | 2,142 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $522,606 | 1,850 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $417,289 | 1,607 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||