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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 39 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BCS BARCLAYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS Financial Services 1,288.0 $35K 0.00% NEW $26.86 -0.1%
762 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 375.0 $34K 0.00% NEW $91.50 +0.1%
763 KEYS KEYSIGHT TECHNOLOGIES IN Technology 98.0 $34K 0.00% NEW $350.07 -9.7%
764 SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 2,484.0 $34K 0.00% NEW $13.80 +5.7%
765 SIXD AIM ETF PRODUCTS TRUST ALLIANZIM US EQT 1,085.0 $34K 0.00% NEW $31.45 -0.2%
766 SOFI SOFI TECHNOLOGIES INC Financial Services 1,894.0 $34K 0.00% NEW $17.97 +5.2%
767 GSK GSK PLC ADR F Healthcare 650.0 $34K 0.00% NEW $52.31 +0.2%
768 KTOS KRATOS DEFENSE & SEC SOL Industrials 654.0 $34K 0.00% NEW $51.82 +10.3%
769 NLST NETLIST INC 11,000.0 $34K 0.00% NEW $3.08 +65.6%
770 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 124.0 $34K 0.00% NEW $272.63 +5.2%
771 CTRE CARETRUST REIT INC REIT Real Estate 834.0 $34K 0.00% NEW $40.40 -2.0%
772 RGTI RIGETTI COMPUTING INC Technology 1,900.0 $34K 0.00% NEW $17.65 +1.5%
773 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 877.0 $33K 0.00% NEW $38.09 -1.0%
774 PNW PINNACLE WEST CAPITAL CORP COM NPV Utilities 329.0 $33K 0.00% NEW $101.49 -4.1%
775 VOE VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR MID-CAP VALUE ETF 160.0 $33K 0.00% NEW $207.38 +0.6%
776 TRGP TARGA RES CORP Energy 122.0 $33K 0.00% NEW $268.14 +11.5%
777 CPRT COPART INC Industrials 1,158.0 $33K 0.00% NEW $28.19 +19.9%
778 APA APA CORP Energy 937.0 $33K 0.00% NEW $34.77 +24.8%
779 BBEU JPMORGAN BETABUILDERS EUROPE ETF 417.0 $32K 0.00% NEW $77.77 +4.1%
780 FERG FERGUSON ENTERPRISES INC Industrials 130.0 $32K 0.00% NEW $248.89 -2.7%
Page 39 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%