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Portfolio (Quarterly) Guide ↗

COMPASS FINANCIAL MANAGEMENT LLC

· CIK 0002148724
13F Portfolio $829M AUM 1,694 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1547 New
Page 38 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 JUCY APTUS ENHANCED YIELD ETF 1,728.0 $38K 0.01% NEW $21.98 +0.4%
742 UUUU ENERGY FUELS INC COM NEW Energy 2,937.0 $38K 0.01% NEW $12.86 +17.7%
743 SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK Real Estate 1,120.0 $38K 0.01% NEW $33.68 +1.6%
744 TMUS T-MOBILE US INC Communication Services 222.0 $37K 0.00% NEW $167.76 +9.1%
745 IAUM ISHARES GOLD TRUST MICRO Financial Services 919.0 $37K 0.00% NEW $40.36 +13.9%
746 EIS ISHARES MSCI ISRAEL ETF 304.0 $37K 0.00% NEW $120.91 +1.5%
747 PJT PJT PARTNERS INC COM CL A Financial Services 212.0 $36K 0.00% NEW $171.24 +2.2%
748 ACM AECOM Industrials 520.0 $36K 0.00% NEW $69.80 -7.2%
749 BBCA JPMORGAN BETABUILDERS CANADA ETF 365.0 $36K 0.00% NEW $99.40 +8.2%
750 BEN FRANKLIN RES INC Financial Services 1,017.0 $36K 0.00% NEW $35.63 -3.7%
751 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 832.0 $36K 0.00% NEW $43.50 +0.5%
752 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1,074.0 $36K 0.00% NEW $33.46 -1.1%
753 CNA CNA FINL CORP Financial Services 695.0 $36K 0.00% NEW $51.58 -5.0%
754 GDMN WISDOMTREE TR EFFICIENT GLD PL 474.0 $36K 0.00% NEW $75.30 +41.6%
755 JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 865.0 $36K 0.00% NEW $41.18 +0.5%
756 PFFD GLOBAL X U.S. PREFERRED ETF 1,900.0 $36K 0.00% NEW $18.69 -1.6%
757 WY WEYERHAEUSER CO REIT Real Estate 1,477.0 $35K 0.00% NEW $23.93 +2.1%
758 UI UBIQUITI INC Technology 64.0 $35K 0.00% NEW $545.39 +2.5%
759 SECT MAIN SECTOR ROTATION ETF 484.0 $35K 0.00% NEW $72.06 -0.6%
760 TTWO TAKE-TWO INTERACTIVE SOF Communication Services 139.0 $35K 0.00% NEW $249.98 -4.1%
Page 38 of 78  ·  1,547 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 38.6%
Financial Services 16.7%
Industrials 8.8%
Healthcare 6.9%
Communication Services 6.6%
Consumer Cyclical 4.8%
Real Estate 4.5%
Consumer Defensive 3.7%
Energy 3.7%
Utilities 3.6%