Position in GWW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,008,056
+$211,765 QoQ
Shares Held
741
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#653
of 1,362 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $4,122,542 across 7 Industrial Distribution names. GWW ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
21,271 | $1,021,645 | |
| 2 | GWW |
W.W. Grainger, Inc.
This page
|
741 | $1,008,056 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
3,154 | $748,538 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
1,271 | $429,788 | |
| 5 | WCC |
Wesco International Inc
|
1,072 | $370,300 | |
| 6 | POOL |
Pool Corp
|
1,398 | $300,429 | |
| 7 | WSO |
Watsco Inc
|
585 | $243,786 |
All Filings in GWW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,056 | 741 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $796,291 | 730 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $674,044 | 668 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $567,011 | 595 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $670,954 | 645 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $591,710 | 599 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $572,349 | 543 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $452,921 | 436 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $221,951 | 246 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $211,598 | 208 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||