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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 78 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 3.0 $1.0 NEW $0.33
1542 OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 3.0 $1.0 NEW $0.33
1543 OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 3.0 $1.0 NEW $0.33
1544 ENDEXX CORP 8,000.0 $1.0 NEW $0.00
1545 AMERICAN BITCOIN CORP CLASS A 1.0 $1.0 NEW $1.00
1546 BB LIQUIDATING INC 1,000.0 $1.0 NEW $0.00
1547 BLUM HOLDINGS INC COM 4.0 $1.0 NEW $0.25
Page 78 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%