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Portfolio (Quarterly) Guide ↗

Compass Financial Group, INC/SD

· CIK 0001964835
13F Portfolio $872M AUM 119 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 26 Added 36 Reduced 1 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOOG VANGUARD ADMIRAL FDS INC 18,474.0 $1.5M 0.17% +15K +500.0% $82.62 +1.6%
22 MPLX MPLX LP Energy 19,589.0 $1.1M 0.13% +12K +156.1% $56.33 +6.2%
23 AMZN AMAZON COM INC Consumer Cyclical 4,344.0 $1.0M 0.12% +407.0 +10.3% $238.34 +9.8%
24 MMU WESTERN ASSET MANAGED MUNS F Financial Services 45,013.0 $469K 0.05% +2K +3.9% $10.42 -2.1%
25 XEL XCEL ENERGY INC Utilities 3,438.0 $276K 0.03% +163.0 +5.0% $80.31 -0.1%
26 OTTR OTTER TAIL CORP Utilities 2,715.0 $244K 0.03% +16.0 +0.6% $89.99 +3.5%
Page 2 of 2  ·  26 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
Financial Services 33.6%
Technology 22.5%
Consumer Cyclical 7.8%
Consumer Defensive 6.8%
Industrials 6.7%
Communication Services 6.6%
Energy 6.5%
Healthcare 4.9%
Utilities 3.0%
Real Estate 1.5%