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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 54 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VOOG VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES 120.0 $10K 0.00% NEW $82.62 +0.7%
1062 SPGP INVESCO S&P 500 GARP ETF 80.0 $10K 0.00% NEW $123.28 +2.7%
1063 PJUL INNOVATOR ETFS TRUST US EQTY PWR BUF 197.0 $10K 0.00% NEW $49.72 -0.4%
1064 BIT BLACKROCK MULTI SECTOR INC TR COM Financial Services 800.0 $10K 0.00% NEW $12.24 -2.9%
1065 SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 150.0 $10K 0.00% NEW $65.18
1066 M MACYS INC Consumer Cyclical 415.0 $10K 0.00% NEW $23.55 -4.1%
1067 JANZ ELEVATION SERIES TRUST TRUESHARES STRCD 231.0 $10K 0.00% NEW $42.00 -1.1%
1068 DECZ ELEVATION SERIES TRUST TRUESHARES DEC 218.0 $10K 0.00% NEW $44.36 -1.1%
1069 PAA PLAINS ALL AMERICAN P LP Energy 434.0 $10K 0.00% NEW $22.26 +10.5%
1070 ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS 500.0 $10K 0.00% NEW $19.25
1071 ZION OIL & GAS INC 21,364.0 $10K 0.00% NEW $0.45
1072 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 90.0 $10K 0.00% NEW $106.30 -0.8%
1073 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION USTREASURY ETF 188.0 $9K 0.00% NEW $50.30 -0.1%
1074 HXL HEXCEL CORP NEW Industrials 91.0 $9K 0.00% NEW $103.74 -9.3%
1075 EQIX EQUINIX INC REIT Real Estate 9.0 $9K 0.00% NEW $1042.44 +3.9%
1076 DWM WISDOMTREE INTERNATIONALEQUITY FUND 128.0 $9K 0.00% NEW $73.21 +3.9%
1077 FIZZ NTNL BEVERAGE CORP Consumer Defensive 300.0 $9K 0.00% NEW $31.20 +3.2%
1078 CMS CMS ENERGY CORP Utilities 128.0 $9K 0.00% NEW $72.81 -4.1%
1079 IXC ISHARES GLOBAL ENERGY ETF 189.0 $9K 0.00% NEW $49.13 +19.2%
1080 FLNC FLUENCE ENERGY INC COM CL A Utilities 592.0 $9K 0.00% NEW $15.67 -27.3%
Page 54 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 37.8%
Financial Services 16.5%
Industrials 8.7%
Communication Services 8.3%
Healthcare 6.8%
Consumer Cyclical 4.7%
Real Estate 4.4%
Energy 3.7%
Consumer Defensive 3.6%
Utilities 3.5%