Compound Planning, Inc.
Top Portfolio Positions
835 positions ·
$1,543,480,362 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 JLS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $754,371 | 41,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $758,613 | 41,705 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $240,402 | 12,842 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $235,224 | 12,552 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $201,045 | 10,711 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $183,366 | 10,187 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $191,469 | 10,389 | Shares | Sole | 2024-10-08 | |
| No 13F history on record for this holder in this stock. | ||||||