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Latest Atomi Financial Group, Inc. Stock Portfolio

$3.26Billion | No. of Holdings #1195

Atomi Financial Group, Inc. Performance

2026 Q1-3.15%
YTD-3.15%
2025+18.59%

About Atomi Financial Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Compound Planning, Inc. reported an equity portfolio of $3.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Compound Planning, Inc. are AAPL, IJR, ACWF. The fund has invested 3.6% of it's portfolio in APPLE INC and 2.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), BARCLAYS BANK PLC (OIL) and FIDELITY MERRIMACK STR TR (FBND) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), VANECK ETF TRUST (AFK) and HDFC BANK LTD (HDB). Compound Planning, Inc. opened new stock positions in ASTRAZENECA PLC, BLACKROCK ETF TRUST (BECO) and BARCLAYS PLC (BCS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AOA), ISHARES TR (IJR) and NEOS ETF TRUST (KOCG).
Atomi Financial Group, Inc. Equity Portfolio Value
Last Reported on: 14 May, 2026
$3.26Billion
  as of May 14, 2026

Atomi Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Compound Planning, Inc. made a return of -3.15% in the last quarter. In trailing 12 months, it's portfolio return was 18.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc3,662,380
blackrock etf trust1,648,770
barclays plc1,600,910
ishares tr1,545,640
via transn inc1,312,100
blackrock etf trust1,217,820
blackrock etf trust1,168,830
fidelity covington trust1,112,060
New stocks bought by Atomi Financial Group, Inc.

Additions

Ticker% Inc.
ishares tr1,074
ishares tr739
neos etf trust599
blackrock etf trust495
spdr series trust472
ishares tr466
ishares tr439
wisdomtree tr296
Additions to existing portfolio by Atomi Financial Group, Inc.

Reductions

Ticker% Reduced
vanguard index fds-68.29
vanguard index fds-66.74
thermo fisher scientific inc-52.88
select sector spdr tr-50.5
select sector spdr tr-49.4
schwab strategic tr-46.92
ishares tr-45.7
invesco exchange traded fd t-43.22
Atomi Financial Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Atomi Financial Group, Inc.

Sector Distribution

Compound Planning, Inc. has about 59.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Energy
  • Consumer Defensive
  • Utilities
Sector%
Others59.9
Technology13
Communication Services5.5
Financial Services5
Consumer Cyclical3.6
Healthcare3.5
Industrials3.4
Energy1.8
Consumer Defensive1.6
Utilities1.3

Market Cap. Distribution

Compound Planning, Inc. has about 38.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED59.9
MEGA-CAP23.3
LARGE-CAP15.6

Stocks belong to which Index?

About 33.5% of the stocks held by Compound Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others65.4
S&P 50033.5
Top 5 Winners (%)%
IBRX
immunitybio inc
286.4 %
sandisk corp
107.2 %
SSL
sasol ltd
73.7 %
PBR
petroleo brasileiro s a
65.2 %
APA
apa corporation
63.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
4.4 M
CAT
caterpillar inc
2.5 M
ACWF
ishares tr
2.4 M
CVX
chevron corporation
2.4 M
HAPY
harbor etf trust
2.3 M
Top 5 Losers (%)%
ASAN
asana inc
-52.2 %
U
unity software inc
-44.8 %
BLND
blend labs inc
-43.9 %
figma inc
-42.7 %
reddit inc
-41.4 %
Top 5 Losers ($)$
HOOD
robinhood mkts inc
-22.3 M
figma inc
-14.5 M
MSFT
microsoft corp
-13.6 M
COIN
coinbase global inc
-13.3 M
AAPL
apple inc
-8.5 M

Atomi Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Atomi Financial Group, Inc.

Compound Planning, Inc. has 1195 stocks in it's portfolio. About 21.5% of the portfolio is in top 10 stocks. HOOD proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Compound Planning, Inc. last quarter.

$2.96BTotal Value
496Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Atomi Financial Group, Inc., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.43%133,357
$14.16M
0.43%
increased 121.83 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.28%168,865
$8.99M
0.28%
decreased 25.95 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.26%164,299
$8.64M
0.26%
decreased 11.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.26%141,708
$8.39M
0.26%
increased 0.43 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.17%99,861
$5.68M
0.17%
increased 16.89 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.13%82,626
$4.23M
0.13%
increased 1.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.12%33,712
$4.00M
0.12%
decreased 3.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.09%28,458
$3.03M
0.09%
decreased 3.44 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.08%35,520
$2.64M
0.08%
increased 60.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.07%21,490
$2.39M
0.07%
increased 11.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.07%25,033
$2.38M
0.07%
increased 22.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.07%42,642
$2.27M
0.07%
increased 19.84 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.07%20,316
$2.24M
0.07%
decreased 4.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.05%21,160
$1.66M
0.05%
increased 72.83 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.05%22,574
$1.55M
0.05%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Atomi Financial Group, Inc.'s holding in Alps Etf Tr over time
0.1%61,954
$3.26M
0.1%
increased 9.77 percentadded