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Portfolio (Quarterly) Guide ↗

Compass Ion Advisors, LLC

· CIK 0001621100
13F Portfolio $1.0B AUM 398 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 86 Added 84 Reduced 10 Exited
Page 7 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITW ILLINOIS TOOL WKS INC Industrials 3,490.0 $908K 0.09% $260.29 -4.1%
122 NUE NUCOR CORP Basic Materials 5,320.0 $900K 0.09% $169.09 +47.4%
123 DFAE DIMENSIONAL ETF TRUST 26,501.0 $897K 0.09% +2K +7.4% $33.86 +19.7%
124 O REALTY INCOME CORP Real Estate 14,664.0 $897K 0.09% $61.18 +0.8%
125 VCIT VANGUARD SCOTTSDALE FDS 10,675.0 $883K 0.08% +596.0 +5.9% $82.75 -0.0%
126 KO COCA COLA CO Consumer Defensive 11,567.0 $880K 0.08% +351.0 +3.1% $76.05 +5.7%
127 STE STERIS PLC Healthcare 3,959.0 $875K 0.08% $221.13 -2.6%
128 MCHP MICROCHIP TECHNOLOGY INC. Technology 13,016.0 $841K 0.08% $64.61 +48.6%
129 BNDX VANGUARD CHARLOTTE FDS 17,488.0 $840K 0.08% $48.05 +0.4%
130 BRO BROWN & BROWN INC Financial Services 12,794.0 $834K 0.08% +1K +9.6% $65.21 -12.8%
131 FAST FASTENAL CO Industrials 17,967.0 $834K 0.08% $46.40 -3.5%
132 ISHARES TR 38,091.0 $832K 0.08% $21.84
133 DFSV DIMENSIONAL ETF TRUST 23,333.0 $818K 0.08% +668.0 +3.0% $35.04 +8.2%
134 VV VANGUARD INDEX FDS 2,659.0 $795K 0.08% -335.0 -11.2% $298.85 +16.2%
135 HON HONEYWELL INTL INC Industrials 3,444.0 $778K 0.07% +164.0 +5.0% $226.01 +3.1%
136 INTC INTEL CORP Technology 17,448.0 $770K 0.07% -352.0 -2.0% $44.13 +173.9%
137 CSCO CISCO SYS INC Technology 9,912.0 $769K 0.07% $77.58 +52.9%
138 CDW CDW CORP Technology 6,313.0 $764K 0.07% -2K -22.4% $121.02 -4.0%
139 EXLS EXLSERVICE HLDGS INC Technology 24,863.0 $757K 0.07% $30.45 -4.4%
140 IAU ISHARES GOLD TR Financial Services 8,520.0 $751K 0.07% +226.0 +2.7% $88.16 -4.0%
Page 7 of 14  ·  279 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
Financial Services 32.1%
Technology 23.1%
Healthcare 9.9%
Energy 8.4%
Industrials 8.3%
Consumer Cyclical 6.2%
Communication Services 5.5%
Utilities 2.5%
Consumer Defensive 1.7%
Basic Materials 1.6%