BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMR EMERSON ELEC CO Industrials 2,175.0 $311K 0.02% $143.15 +9.8%
82 KIM KIMCO REALTY CORP Real Estate 11,656.0 $295K 0.02% $25.35 -5.2%
83 BX BLACKSTONE INC Financial Services 2,458.0 $289K 0.02% NEW $117.67 +21.8%
84 HONEYWELL AEROSPACE INC 1,300.0 $287K 0.02% NEW $221.08
85 NEE NEXTERA ENERGY INC Utilities 3,200.0 $281K 0.02% $87.77 -4.7%
86 CSCO CISCO SYS INC Technology 2,350.0 $276K 0.02% NEW $117.46 -5.5%
87 VZ VERIZON COMMUNICATIONS INC Communication Services 6,050.0 $256K 0.01% $42.34 +16.8%
88 DCI DONALDSON INC Industrials 2,375.0 $213K 0.01% $89.77 +3.9%
89 ISCG ISHARES TR 3,210.0 $210K 0.01% NEW $65.54 -0.7%
90 T AT&T INC Communication Services 10,000.0 $207K 0.01% $20.70 +22.3%
91 ABBV ABBVIE INC Healthcare 800.0 $201K 0.01% NEW $251.64 +5.3%
Page 5 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%