Compound Planning, Inc.

Position in ROST — Ross Stores, Inc.

CIK 1978879 NEW YORK, NY

Position in ROST

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

Position Value

$1,019,550

+$91,724 QoQ

Shares Held

4,790

+11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#711

of 1,411 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Compound Planning, Inc. holds $6,280,490 across 3 Apparel Retail names. ROST ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	30,991	$4,695,136
2	ROST	Ross Stores, Inc. This page	4,790	$1,019,550
3	BURL	Burlington Stores, Inc.	1,786	$565,804

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,019,550	4,790	+11.8%	Shares	Other	2026-08-04
2026-03-31	$927,826	4,283	+53.8%	Shares	Other	2026-05-14
2025-12-31	$501,689	2,785	+22.0%	Shares	Sole	2026-02-19
2025-09-30	$347,906	2,283	+24.8%	Shares	Sole	2025-11-10
2025-06-30	$233,343	1,829	-8.8%	Shares	Sole	2025-08-14
2025-03-31	$256,346	2,006	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.