Position in PEN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$241,351
+$19,936 QoQ
Shares Held
735
-11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $15,546,398 across 8 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
119,850 | $10,875,188 | |
| 2 | SYK |
Stryker Corp
|
7,235 | $2,277,867 | |
| 3 | MDT |
Medtronic plc
|
8,150 | $637,574 | |
| 4 | EW |
Edwards Lifesciences Corp
|
5,469 | $494,725 | |
| 5 | BSX |
Boston Scientific Corp
|
10,798 | $460,858 | |
| 6 | DXCM |
Dexcom Inc
|
5,131 | $345,572 | |
| 7 | PHG |
Koninklijke Philips NV
|
9,026 | $245,416 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,430 | $209,198 |
All Filings in PEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,351 | 735 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $221,415 | 828 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||