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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 40 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BYLD ISHARES YIELD OPTIMIZED BOND ETF 1,426.0 $32K 0.00% NEW $22.65 -1.5%
782 CALL VIKING HLDGS LTD F 1,300.0 $32K 0.00% NEW $24.66
783 VEEV VEEVA SYS INC CLASS A Healthcare 151.0 $32K 0.00% NEW $211.63 +17.1%
784 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 629.0 $32K 0.00% NEW $50.63 -0.0%
785 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 326.0 $32K 0.00% NEW $97.60 +5.9%
786 LIT CALL GLOBAL X LITHIUM & BATTERY TECH ETF 17,900.0 $32K 0.00% NEW $1.77 +4228.7%
787 EW EDWARDS LIFESCIENCES COR Healthcare 352.0 $32K 0.00% NEW $90.00 -0.2%
788 VIOG VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 205.0 $32K 0.00% NEW $153.67 -2.7%
789 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 326.0 $31K 0.00% NEW $96.52 -1.9%
790 DHI D R HORTON INC Consumer Cyclical 203.0 $31K 0.00% NEW $154.88 -4.2%
791 AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF 906.0 $31K 0.00% NEW $34.45 +0.6%
792 BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2 600.0 $31K 0.00% NEW $51.94
793 SWK STANLEY BLACK & DECKER I Industrials 302.0 $31K 0.00% NEW $102.34 -2.3%
794 VCSH VANGUARD SHORT TERM COR BD ETF 393.0 $31K 0.00% NEW $78.64 -0.1%
795 ELEVATION SERIES TRUST TRUE QU BEAR ETF 1,284.0 $31K 0.00% NEW $23.85
796 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 700.0 $30K 0.00% NEW $43.37 +10.5%
797 PSL INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF 268.0 $30K 0.00% NEW $112.00 +3.4%
798 SPYD SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 HIGH DIVIDEND ETF 597.0 $30K 0.00% NEW $50.16 +0.5%
799 SCHM SCHWAB U.S. MID-CAP ETF 810.0 $30K 0.00% NEW $36.87 -1.9%
800 SHOULDER INNOVATIONS INC 1,472.0 $30K 0.00% NEW $20.28
Page 40 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%