Position in SFM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$282,750
-$87,360 QoQ
Shares Held
3,343
+48.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#418
of 637 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Compound Planning, Inc. holds $856,041 across 2 Grocery Stores names. SFM ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
10,324 | $573,291 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
This page
|
3,343 | $282,750 |
All Filings in SFM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,750 | 3,343 | Shares | Sole | 2026-08-04 | |
| 2025-06-30 | $370,110 | 2,248 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,626 | 1,904 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $205,090 | 1,614 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||