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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 41 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ISRG INTUITIVE SURGICAL INC Healthcare 78.0 $30K 0.00% NEW $382.41 -0.9%
802 DECT AIM ETF PRODUCTS TRUST US LRGCP B10 DEC 734.0 $29K 0.00% NEW $40.17 -0.0%
803 FTXH FIRST TR EXCHANGE-TRADED FD VI NASDQ PHRMTCLS 756.0 $29K 0.00% NEW $39.00 +8.4%
804 UUUU CALL ENERGY FUELS INC COM NEW Energy 5,700.0 $29K 0.00% NEW $5.13 +195.2%
805 WEC WEC ENERGY GROUP INC Utilities 266.0 $29K 0.00% NEW $109.70 -3.4%
806 RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 873.0 $29K 0.00% NEW $33.19 +13.8%
807 PPTA PERPETUA RES CORP COM NPV ISIN #CA7142661031 SEDOL #BNNNK40 Basic Materials 1,400.0 $29K 0.00% NEW $20.68 +24.3%
808 MRVL CALL MARVELL TECHNOLOGY INC Technology 300.0 $29K 0.00% NEW $96.35 +146.0%
809 AUGZ TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF 627.0 $29K 0.00% NEW $46.00 +0.2%
810 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 305.0 $29K 0.00% NEW $94.57 -1.9%
811 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF 1,128.0 $29K 0.00% NEW $25.52 -1.7%
812 SPH SUBURBAN PROPANE PART LP Utilities 1,593.0 $29K 0.00% NEW $18.05 -2.2%
813 IYM ISHARES U.S. BASIC MATERIALS ETF 159.0 $29K 0.00% NEW $179.53 +8.7%
814 BBC VIRTUS LIFESCI BIOTECH CLINICAL TRIALS ETF 545.0 $29K 0.00% NEW $52.35 +3.9%
815 SYF SYNCHRONY FINL Financial Services 363.0 $29K 0.00% NEW $78.55 +1.2%
816 VLYPN VALLEY NATL BANCORP 1,915.0 $28K 0.00% NEW $14.83
817 EBAY EBAY INC Consumer Cyclical 254.0 $28K 0.00% NEW $111.75 -6.8%
818 HYT BLACKROCK CORP HIGH YIEL Financial Services 3,315.0 $28K 0.00% NEW $8.56 -3.9%
819 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 599.0 $28K 0.00% NEW $46.92 +0.7%
820 MSMR MCELHENNY SHEFFIELD MANAGED RISK ETF 796.0 $28K 0.00% NEW $35.16 -0.5%
Page 41 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%