Compound Planning, Inc.

Position in UNP — Union Pacific Corp

CIK 1978879 NEW YORK, NY

Position in UNP

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

Position Value

$3,520,768

+$741,557 QoQ

Shares Held

12,944

+13.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#942

of 2,880 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $8,445,385 across 6 Railroads names. UNP ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	12,944	$3,520,768
2	CSX	Csx Corp	29,688	$1,411,070
3	CP	Canadian Pacific Kansas City Ltd/Cn	11,793	$1,021,863
4	NSC	Norfolk Southern Corp	3,195	$1,005,114
5	CNI	Canadian National Railway Co	6,281	$748,945
6	WAB	Westinghouse Air Brake Technologies Corp	2,736	$737,625

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,520,768	12,944	+13.0%	Shares	Sole	2026-08-04
2026-03-31	$2,779,211	11,455	-5.7%	Shares	Sole	2026-05-14
2025-12-31	$2,811,000	12,152	+10.5%	Shares	Sole	2026-02-19
2025-09-30	$2,600,306	11,001	+6.7%	Shares	Sole	2025-11-10
2025-06-30	$2,372,815	10,313	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$2,570,527	10,881	+6.2%	Shares	Sole	2025-05-14
2024-12-31	$2,336,953	10,248	-0.9%	Shares	Sole	2025-01-17
2024-09-30	$2,549,835	10,345	+12.0%	Shares	Sole	2024-10-08
2024-06-30	$2,089,963	9,237	+11.4%	Shares	Sole	2024-07-26
2024-03-31	$2,038,513	8,289	+4.6%	Shares	Sole	2024-05-07
2023-12-31	$1,946,047	7,923	+27.4%	Shares	Sole	2024-02-08
2023-09-30	$1,266,578	6,220	+15.4%	Shares	Sole	2023-11-09
2023-06-30	$1,102,901	5,390	+8.8%	Shares	Sole	2023-08-03
2023-03-31	$996,840	4,953	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.