BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 62 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 TKO TKO GROUP HLDGS INC CLASS A Communication Services 20.0 $4K NEW $201.30 -4.6%
1222 BITB BITWISE BITCOIN ETF Financial Services 125.0 $4K NEW $31.86 +10.1%
1223 ASUR ASURE SOFTWARE INC Technology 450.0 $4K NEW $8.81 -5.1%
1224 SATL SATELLOGIC INC CLASS A Technology 853.0 $4K NEW $4.63 +23.9%
1225 BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 116.0 $4K NEW $33.83 +3.2%
1226 POCT INNOVATOR ETFS TRUST US EQTY PWR BUF 83.0 $4K NEW $47.14 +0.2%
1227 NVT NVENT ELECTRIC PLC COM USD0.01 Industrials 24.0 $4K NEW $160.83 +2.4%
1228 SIXO AIM ETF PRODUCTS TRUST U S LRGCP 6M APR 106.0 $4K NEW $36.25 +0.2%
1229 CWI STATE STREET SPDR MSCI ACWI EX-US ETF 94.0 $4K NEW $40.67 +0.8%
1230 SANA SANA BIOTECHNOLOGY INC Healthcare 1,095.0 $4K NEW $3.49 +4.0%
1231 USEP INNOVATOR ETFS TRUST US EQTY ULTRA B 91.0 $4K NEW $41.82 +0.3%
1232 LONDON STK EXCHANGE GR FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 139.0 $4K NEW $27.06
1233 PL PLANET LABS PBC CLASS A Industrials 157.0 $4K NEW $23.94 -2.4%
1234 JMEE JPMORGAN SMALL & MID CAPENHANCED EQUITY ETF 48.0 $4K NEW $78.27 +0.1%
1235 AEGON LIMITED AMER REGD CERT(1 SH EUR0.12) 400.0 $4K NEW $9.38
1236 VTEB VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES 74.0 $4K NEW $50.58 -2.1%
1237 SU SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2 Energy 58.0 $4K NEW $64.45 +5.0%
1238 KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 74.0 $4K NEW $50.50 +2.5%
1239 WNC WABASH NATIONAL CORP COM STK USD0.01 Industrials 300.0 $4K NEW $12.45 -3.3%
1240 ORKA ORUKA THERAPEUTICS INC COM Healthcare 38.0 $4K NEW $98.13 +15.2%
Page 62 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%