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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IMCG ISHARES TR 3,840.0 $302K 0.02% NEW $78.77 +16.0%
82 NEE NEXTERA ENERGY INC Utilities 3,200.0 $297K 0.02% NEW $92.88 -4.7%
83 T AT&T INC Communication Services 10,000.0 $290K 0.02% NEW $28.99 -12.9%
84 EMR EMERSON ELEC CO Industrials 2,175.0 $285K 0.02% NEW $131.02 +4.1%
85 KIM KIMCO REALTY CORP Real Estate 11,656.0 $262K 0.02% NEW $22.47 +7.3%
86 DON WISDOMTREE TR 4,000.0 $210K 0.01% NEW $52.54 +5.2%
87 DCI DONALDSON INC Industrials 2,375.0 $202K 0.01% NEW $84.87 -1.4%
Page 5 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%