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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 36 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES 215.0 $49K 0.01% NEW $227.00 +2.1%
702 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIESETF 583.0 $48K 0.01% NEW $82.63 +0.3%
703 VOT VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR MID-CAP GROWTH ETF 156.0 $48K 0.01% NEW $307.57 -0.7%
704 AGI CALL ALAMOS GOLD INC NEW FCLASS A Basic Materials 25,700.0 $47K 0.01% NEW $1.85 +1949.5%
705 RS RELIANCE INC COM NPV Basic Materials 110.0 $46K 0.01% NEW $414.91 -6.5%
706 EVRG EVERGY INC COM Utilities 541.0 $45K 0.01% NEW $83.84 -3.5%
707 BUSE FIRST BUSEY CORP Financial Services 1,535.0 $45K 0.01% NEW $29.50 +2.7%
708 EXPAND ENERGY CORP 482.0 $45K 0.01% NEW $93.10
709 NVDA PUT NVIDIA CORP Technology 2,700.0 $45K 0.01% NEW $16.53 +1199.4%
710 AJG GALLAGHER ARTHUR J & CO Financial Services 182.0 $45K 0.01% NEW $244.65 +7.8%
711 IFLN INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF 2,414.0 $44K 0.01% NEW $18.29 -0.2%
712 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 1,949.0 $43K 0.01% NEW $22.31 -1.6%
713 ENOR ISHARES MSCI NORWAY ETF 1,357.0 $43K 0.01% NEW $32.04 +14.8%
714 OMC OMNICOM GROUP INC Communication Services 564.0 $43K 0.01% NEW $77.07 +13.6%
715 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 1,455.0 $43K 0.01% NEW $29.71 +0.6%
716 BARON ETF TR FIRST PRINC ETF 1,930.0 $43K 0.01% NEW $22.34
717 J JACOBS SOLUTIONS INC COM Industrials 300.0 $43K 0.01% NEW $142.68 +5.2%
718 ETHV VANECK ETHEREUM ETF Financial Services 1,855.0 $43K 0.01% NEW $23.05 +53.0%
719 ILCB ISHARES MORNINGSTAR US EQUITY ETF 400.0 $43K 0.01% NEW $106.82 -0.6%
720 PSKY PARAMOUNT SKYDANCE CORP CLASS B Communication Services 4,313.0 $42K 0.01% NEW $9.73 +6.4%
Page 36 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%