Portfolio (Quarterly)
Guide ↗
COMPASS CAPITAL MANAGEMENT, INC
· CIK 0001002152| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LTD SWITZ | Financial Services | 8,160 | $2.7M | 0.16% | SOLD |
| 2 | BLK | BLACKROCK INC | Financial Services | 1,200 | $1.2M | 0.07% | SOLD |
| 3 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 3,000 | $727K | 0.04% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 2,600 | $588K | 0.04% | SOLD |
| 5 | IXJ | ISHARES TR | — | 4,800 | $449K | 0.03% | SOLD |
| 6 | PAYX | PAYCHEX INC | Industrials | 3,718 | $343K | 0.02% | SOLD |
| 7 | DON | WISDOMTREE TR | — | 4,000 | $210K | 0.01% | SOLD |
Sector Allocation
Technology
27.6%
Industrials
20.7%
Healthcare
18.4%
Financial Services
10.5%
Basic Materials
7.0%
Consumer Defensive
6.7%
Communication Services
4.0%
Consumer Cyclical
3.6%
Utilities
1.0%
Energy
0.6%