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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MPLX MPLX LP Energy 7,649.0 $437K 0.06% NEW $57.07 -0.4%
2 AMAT APPLIED MATLS INC Technology 773.0 $264K 0.04% NEW $341.58 +80.7%
3 MRK MERCK & CO INC Healthcare 1,994.0 $240K 0.03% NEW $120.30 -5.3%
4 MCK MCKESSON CORP Healthcare 243.0 $210K 0.03% NEW $865.79 -13.3%
5 PNI PIMCO NEW YORK MUN FD II Financial Services 16,303.0 $112K 0.02% NEW $6.85 +2.8%

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%