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Portfolio (Quarterly) Guide ↗

COMPASS CAPITAL MANAGEMENT, INC

· CIK 0001002152
13F Portfolio $1.7B AUM 91 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 19 Added 36 Reduced 7 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DLN WISDOMTREE TR 8,360.0 $805K 0.05% $96.32 +4.6%
62 OMC OMNICOM GROUP INC Communication Services 10,806.0 $787K 0.05% $72.83 +20.2%
63 PEP PEPSICO INC Consumer Defensive 6,435.0 $752K 0.04% +3K +100.1% $116.85 +22.8%
64 AMGN AMGEN INC Healthcare 1,845.0 $668K 0.04% -500.0 -21.3% $362.12 +21.3%
65 JPME J P MORGAN EXCHANGE TRADED F 5,320.0 $661K 0.04% $124.21 +3.0%
66 TGT TARGET CORP Consumer Defensive 5,008.0 $654K 0.04% -210.0 -4.0% $130.61 +26.7%
67 J P MORGAN EXCHANGE TRADED F 9,225.0 $555K 0.03% -3K -24.2% $60.16
68 VBR VANGUARD INDEX FDS 2,035.0 $494K 0.03% $242.99 +2.5%
69 IRM IRON MTN INC DEL Real Estate 3,800.0 $480K 0.03% NEW $126.31 -3.4%
70 ZTS ZOETIS INC Healthcare 6,269.0 $450K 0.03% -4K -37.3% $71.86 +8.2%
71 VOE VANGUARD INDEX FDS 2,170.0 $429K 0.03% $197.60 +5.6%
72 VOO VANGUARD INDEX FDS 602.0 $413K 0.03% NEW $686.81 +2.5%
73 IWD ISHARES TR 1,564.0 $379K 0.02% $242.43 +6.1%
74 IMCG ISHARES TR 3,840.0 $377K 0.02% $98.30 -0.2%
75 EPD ENTERPRISE PRODS PARTNERS L 10,000.0 $368K 0.02% $36.76
76 IWP ISHARES TR 2,376.0 $348K 0.02% $146.41 -1.9%
77 SCHR SCHWAB STRATEGIC TR 13,981.0 $345K 0.02% -843.0 -5.7% $24.66 -1.1%
78 DHS WISDOMTREE TR 3,000.0 $341K 0.02% $113.68 +4.9%
79 EFA ISHARES TR 3,210.0 $333K 0.02% $103.88 +4.2%
80 MAIN MAIN STR CAP CORP Financial Services 6,325.0 $328K 0.02% $51.88 +12.4%
Page 4 of 5  ·  91 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 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%