Compound Planning, Inc.

Position in RBC — RBC Bearings INC

CIK 1978879 NEW YORK, NY

Position in RBC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$546,806

+$107,423 QoQ

Shares Held

849

+4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#414

of 684 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $1,985,883 across 5 Tools & Accessories names. RBC ranks #1 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC This page	849	$546,806
2	LECO	Lincoln Electric Holdings Inc	2,014	$534,736
3	TTC	Toro Co	3,676	$358,115
4	SNA	Snap-on Inc	776	$312,262
5	TKR	Timken Co	1,610	$233,964

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,806	849	+4.9%	Shares	Other	2026-08-04
2026-03-31	$439,383	809	+8.2%	Shares	Other	2026-05-14
2025-12-31	$335,424	748	+15.3%	Shares	Sole	2026-02-19
2025-09-30	$253,298	649	+6.4%	Shares	Sole	2025-11-10
2025-06-30	$234,728	610	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.