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Portfolio (Quarterly) Guide ↗

Compass Financial Group, INC/SD

· CIK 0001964835
13F Portfolio $715M AUM 105 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 47 Added 18 Reduced 3 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 1,365.0 $393K 0.06% +8.0 +0.6% $287.56 +28.0%
42 IAU ISHARES GOLD TR Financial Services 3,811.0 $336K 0.05% +559.0 +17.2% $88.16 -10.0%
43 SPLV INVESCO EXCH TRADED FD TR II 4,364.0 $319K 0.04% +22.0 +0.5% $73.13 -0.1%
44 ABBV ABBVIE INC Healthcare 1,428.0 $311K 0.04% +435.0 +43.8% $217.51 -0.5%
45 AGNC AGNC INVT CORP Real Estate 30,814.0 $309K 0.04% +9K +43.2% $10.03 +3.5%
46 VNQ VANGUARD INDEX FDS 2,773.0 $246K 0.03% +17.0 +0.6% $88.71 +7.7%
47 OTTR OTTER TAIL CORP Utilities 2,699.0 $237K 0.03% +17.0 +0.6% $87.77 -0.3%
Page 3 of 3  ·  47 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 37.1%
Technology 19.2%
Consumer Defensive 7.9%
Consumer Cyclical 7.8%
Industrials 6.7%
Communication Services 6.3%
Energy 5.5%
Healthcare 5.3%
Utilities 3.2%
Real Estate 0.9%