Compound Planning, Inc.

Position in XPO — XPO, Inc.

CIK 1978879 NEW YORK, NY

Position in XPO

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

Position Value

$655,285

+$64,827 QoQ

Shares Held

3,192

+5.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#419

of 748 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $2,094,294 across 4 Trucking names. XPO ranks #1 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc. This page	3,192	$655,285
2	ODFL	Old Dominion Freight Line, Inc.	2,924	$633,337
3	KNX	Knight-Swift Transportation Holdings Inc.	7,415	$577,405
4	SAIA	Saia Inc	542	$228,267

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$655,285	3,192	+5.2%	Shares	Other	2026-08-04
2026-03-31	$590,458	3,035	+30.8%	Shares	Sole	2026-05-14
2025-12-31	$315,310	2,320	+12.5%	Shares	Sole	2026-02-19
2025-09-30	$266,554	2,062	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$260,157	2,060	+4.5%	Shares	Sole	2025-08-14
2024-12-31	$258,496	1,971	+3.3%	Shares	Sole	2025-01-17
2024-09-30	$205,129	1,908	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.