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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 57 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 DTE DTE ENERGY CO Utilities 50.0 $7K 0.00% NEW $144.28 -3.5%
1122 OCCI OFS CREDIT COMPANY INC Financial Services 2,775.0 $7K 0.00% NEW $2.56 +0.8%
1123 FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 146.0 $7K 0.00% NEW $48.45 +0.4%
1124 PPC PILGRIMS PRIDE CORP NEW Consumer Defensive 260.0 $7K 0.00% NEW $27.00 +15.8%
1125 PATHWARD FINANCIAL INC COM 78.0 $7K 0.00% NEW $89.50
1126 ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 68.0 $7K 0.00% NEW $102.57
1127 QQMG INVESCO ESG NASDAQ 100 ETF 136.0 $7K 0.00% NEW $51.23 -2.7%
1128 MAYZ ELEVATION SERIES TRUST TRUE STR MAY ETF 187.0 $7K 0.00% NEW $37.01 -0.4%
1129 CHRW C H ROBINSON WORLDWIDE I Industrials 37.0 $7K 0.00% NEW $186.76 -22.6%
1130 EOG EOG RES INC Energy 53.0 $7K 0.00% NEW $129.74 +15.2%
1131 UNP UNION PAC CORP Industrials 25.0 $7K 0.00% NEW $272.00 +11.0%
1132 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 134.0 $7K 0.00% NEW $50.60 -1.5%
1133 EPRF INNOVATOR ETFS TRUST 400.0 $7K 0.00% NEW $16.75 -0.6%
1134 INTF ISHARES TR INTL EQTY FACTOR 157.0 $7K 0.00% NEW $42.56 +0.8%
1135 MORN MORNINGSTAR INC Financial Services 34.0 $7K 0.00% NEW $195.06 +9.5%
1136 FEPI REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF 153.0 $7K 0.00% NEW $43.16 -3.6%
1137 GRPN CALL GROUPON INC CLASS A Communication Services 2,200.0 $7K 0.00% NEW $2.98 +581.9%
1138 AVEM AVANTIS EMERGING MARKETSEQUITY ETF 68.0 $7K 0.00% NEW $96.49 -3.6%
1139 BWXT BWX TECHNOLOGIES INC COM Industrials 38.0 $7K 0.00% NEW $172.39 -5.9%
1140 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 104.0 $7K 0.00% NEW $62.63 -3.7%
Page 57 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 37.8%
Financial Services 16.5%
Industrials 8.7%
Communication Services 8.3%
Healthcare 6.8%
Consumer Cyclical 4.7%
Real Estate 4.4%
Energy 3.7%
Consumer Defensive 3.6%
Utilities 3.5%