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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 35 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GLDM SPDR GOLD MINISHARES Financial Services 655.0 $53K 0.01% NEW $80.36 +13.6%
682 APD AIR PRODS & CHEMS INC Basic Materials 179.0 $52K 0.01% NEW $292.96 +4.6%
683 IMCB ISHARES MORNINGSTAR MID-CAP ETF 543.0 $52K 0.01% NEW $96.56 +3.5%
684 CHE CHEMED CORP NEW Healthcare 112.0 $52K 0.01% NEW $465.74 +15.9%
685 CLM CORNERSTONE STRATEGIC INVESTMENT FUND, INC. COMMON SHARES Financial Services 6,960.0 $52K 0.01% NEW $7.47 -8.4%
686 VMBS VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES 1,107.0 $52K 0.01% NEW $46.82 -1.5%
687 VGK VANGUARD FTSE EUROPE ETF 583.0 $52K 0.01% NEW $88.54 +4.7%
688 CXM SPRINKLR INC CLASS A Technology 10,000.0 $52K 0.01% NEW $5.16 +41.2%
689 BBJP JPMORGAN BETABUILDERS JAPAN ETF 684.0 $52K 0.01% NEW $75.31 +2.1%
690 LAMR LAMAR ADVERTISING CO NEWREIT Real Estate 325.0 $51K 0.01% NEW $158.25 -5.4%
691 FSS FEDERAL SIGNAL CORP Industrials 385.0 $51K 0.01% NEW $132.51 -7.7%
692 TOL TOLL BROS INC Consumer Cyclical 307.0 $51K 0.01% NEW $164.79 -11.3%
693 EFG ISHARES MSCI EAFE GROWTHETF 403.0 $50K 0.01% NEW $124.57 +0.8%
694 HIMS HIMS & HERS HEALTH INC CLASS A Healthcare 1,546.0 $50K 0.01% NEW $32.40 +4.4%
695 COPX CALL GLOBAL X COPPER MINERS ETF 5,800.0 $49K 0.01% NEW $8.50 +1003.8%
696 ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF 1,306.0 $49K 0.01% NEW $37.74 +1.2%
697 AMT AMERICAN TOWER CORP NEW REIT Real Estate 299.0 $49K 0.01% NEW $164.74 +7.0%
698 VO VANGUARD MID-CAP INDEX FUND ETF SHARES 604.0 $49K 0.01% NEW $81.21 +2.2%
699 IUSG ISHARES CORE S&P U.S. GROWTH ETF 260.0 $49K 0.01% NEW $188.09 +1.0%
700 VRTX VERTEX PHARMACEUTICALS I Healthcare 102.0 $49K 0.01% NEW $479.06 +15.1%
Page 35 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%