Compound Planning, Inc.

Position in SNA — Snap-on Inc

CIK 1978879 NEW YORK, NY

Position in SNA

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

Position Value

$312,262

+$67,453 QoQ

Shares Held

776

+15.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#719

of 1,057 holders

Holding Since

Sep 2025

4 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. SNA ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC	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 This page	776	$312,262
5	TKR	Timken Co	1,610	$233,964

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,262	776	+15.1%	Shares	Other	2026-08-04
2026-03-31	$244,809	674	+1.2%	Shares	Other	2026-05-14
2025-12-31	$229,503	666	+7.1%	Shares	Sole	2026-02-19
2025-09-30	$215,541	622	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.