Position in IT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$207,108
-$138,904 QoQ
Shares Held
1,308
+52.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $14,434,636 across 9 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
42,292 | $11,892,932 | |
| 2 | ACN |
Accenture plc
|
6,950 | $864,857 | |
| 3 | INFY |
Infosys Ltd
|
31,282 | $328,148 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
7,913 | $306,469 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,229 | $305,261 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,140 | $220,354 | |
| 7 | CDW |
CDW Corp
|
1,526 | $214,615 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
1,520 | $209,364 |
All Filings in IT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,108 | 1,308 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $346,012 | 856 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,508 | 735 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $273,725 | 565 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $231,589 | 457 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||