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Portfolio (Quarterly) Guide ↗

COMPASS CAPITAL MANAGEMENT, INC

· CIK 0001002152
13F Portfolio $1.7B AUM 87 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 87 New
Page 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DAL DELTA AIR LINES INC Industrials 128,663.0 $8.6M 0.52% NEW $66.48 +14.5%
42 DVN DEVON ENERGY CORP NEW Energy 163,198.0 $8.2M 0.50% NEW $50.32 -6.2%
43 BERKSHIRE HATHAWAY INC DEL 11.0 $7.9M 0.48% NEW $718140.00
44 SBUX STARBUCKS CORP Consumer Cyclical 78,827.0 $7.1M 0.43% NEW $89.59 +15.1%
45 BERKSHIRE HATHAWAY INC DEL 10,128.0 $4.9M 0.29% NEW $479.18
46 JPM JPMORGAN CHASE & CO Financial Services 9,814.0 $2.9M 0.17% NEW $294.16 +4.2%
47 CB CHUBB LTD SWITZ Financial Services 8,160.0 $2.7M 0.16% NEW $325.93 +0.6%
48 GOOG ALPHABET INC Communication Services 6,474.0 $1.9M 0.11% NEW $286.86 +32.3%
49 BP BP PLC Energy 37,525.0 $1.8M 0.11% NEW $47.00 -5.6%
50 AVGO BROADCOM INC Technology 5,186.0 $1.6M 0.10% NEW $309.51 +33.8%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,320.0 $1.5M 0.09% NEW $650.34 +14.7%
52 XOM EXXON MOBIL CORP Energy 7,879.0 $1.3M 0.08% NEW $169.66 -8.7%
53 MCD MCDONALDS CORP Consumer Cyclical 3,856.0 $1.2M 0.07% NEW $310.79 -9.2%
54 VTV VANGUARD INDEX FDS 6,089.0 $1.2M 0.07% NEW $196.20 +7.5%
55 ZTS ZOETIS INC Healthcare 10,004.0 $1.2M 0.07% NEW $118.21 -31.2%
56 BLK BLACKROCK INC Financial Services 1,200.0 $1.2M 0.07% NEW $961.71 +11.6%
57 AMGN AMGEN INC Healthcare 2,345.0 $825K 0.05% NEW $351.85 -3.6%
58 OMC OMNICOM GROUP INC Communication Services 10,806.0 $814K 0.05% NEW $75.31 -0.5%
59 DLN WISDOMTREE TR 8,360.0 $747K 0.04% NEW $89.33 +7.8%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 3,000.0 $727K 0.04% NEW $242.39 +4.7%
Page 3 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Industrials 19.6%
Healthcare 18.4%
Financial Services 11.5%
Consumer Defensive 7.1%
Basic Materials 6.7%
Consumer Cyclical 6.1%
Communication Services 3.8%
Energy 0.7%
Utilities 0.7%