Compound Planning, Inc.

Position in TRMB — Trimble Inc.

CIK 1978879 NEW YORK, NY

Position in TRMB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$214,801

-$59,972 QoQ

Shares Held

3,293

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $4,649,903 across 7 Scientific & Technical Instruments names.

#	Ticker	Company	Shares	Value (USD)
1	COHR	Coherent Corp.	5,475	$2,159,722
2	KEYS	Keysight Technologies, Inc.	2,779	$972,844
3	MKSI	Mks Inc	1,208	$537,318
4	CGNX	Cognex Corp	5,541	$401,278
5	GRMN	Garmin Ltd	1,428	$339,206
6	FTV	Fortive Corp	3,813	$232,935
7	MVIS	Microvision, Inc.	1,333	$6,600

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$214,801	3,293	-6.1%	Shares	Sole	2026-05-14
2025-12-31	$274,773	3,507	-2.5%	Shares	Sole	2026-02-19
2025-09-30	$293,695	3,597	+4.7%	Shares	Sole	2025-11-10
2025-06-30	$261,067	3,436	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.