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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 37 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FOF COHEN & STEERS CLOSED-EN Financial Services 2,981.0 $41K 0.01% NEW $13.88 -2.7%
722 CF CF INDS HLDGS INC Basic Materials 376.0 $41K 0.01% NEW $109.91 +18.0%
723 SCCO SOUTHERN COPPER CORP Basic Materials 236.0 $41K 0.01% NEW $174.26 +24.0%
724 LAZ LAZARD INC Financial Services 980.0 $41K 0.01% NEW $41.94 +5.3%
725 AR CALL ANTERO RES CORP Energy 60,500.0 $41K 0.01% NEW $0.68 +5508.6%
726 BR BROADRIDGE FINL SOLUTION Technology 290.0 $41K 0.01% NEW $140.83 +29.4%
727 HLT HILTON WORLDWIDE HLDGS I Consumer Cyclical 130.0 $41K 0.01% NEW $312.78 +4.4%
728 REGN REGENERON PHARMACEUTICAL Healthcare 65.0 $41K 0.01% NEW $623.66 +33.7%
729 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN 484.0 $40K 0.01% NEW $82.65 -1.9%
730 FCA FIRST TRUST CHINA ALPHADEX FUND 1,454.0 $40K 0.01% NEW $27.26 +1.3%
731 ALL ALLSTATE CORP Financial Services 153.0 $39K 0.01% NEW $256.02 -0.9%
732 VST CALL VISTRA CORP Utilities 3,300.0 $39K 0.01% NEW $11.86 +1048.3%
733 JANT AIM ETF PRODUCTS TRUST ALLIANZIM US EQT 872.0 $39K 0.01% NEW $44.88 +0.2%
734 SSUS DAY HAGAN SMART SECTOR ETF 706.0 $39K 0.01% NEW $55.31 +1.5%
735 MMM 3M CO Industrials 237.0 $38K 0.01% NEW $162.23 +10.3%
736 OCTT AIM ETF PRODUCTS TRUST US LRGCP B10 OCT 805.0 $38K 0.01% NEW $47.57 +0.4%
737 SNX TD SYNNEX CORP Technology 144.0 $38K 0.01% NEW $265.72 -5.9%
738 XOP SPDR SERIES TRUST STATE STREET S&P OIL & GAS EXPLORATION & PRODUCTION ETF 222.0 $38K 0.01% NEW $172.27 +10.0%
739 HPQ HP INC Technology 1,651.0 $38K 0.01% NEW $23.12 +28.5%
740 SCHB SCHWAB U.S. BROAD MARKETETF 1,280.0 $38K 0.01% NEW $29.70 -0.3%
Page 37 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%