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Portfolio (Quarterly) Guide ↗

Compass Financial Group, INC/SD

· CIK 0001964835
13F Portfolio $700M AUM 103 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New
Page 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 3,270.0 $1.0M 0.15% NEW $313.81 +17.1%
42 VYM VANGUARD WHITEHALL FDS 7,050.0 $1.0M 0.14% NEW $143.53 +10.2%
43 AMZN AMAZON COM INC Consumer Cyclical 4,031.0 $930K 0.13% NEW $230.82 +5.9%
44 QS QUANTUMSCAPE CORP Consumer Cyclical 81,000.0 $844K 0.12% NEW $10.42 -22.8%
45 ET ENERGY TRANSFER L P Energy 50,252.0 $829K 0.12% NEW $16.49 +13.7%
46 VBK VANGUARD INDEX FDS 2,717.0 $821K 0.12% NEW $302.13 +18.0%
47 JNJ JOHNSON & JOHNSON Healthcare 3,609.0 $747K 0.11% NEW $206.93 +10.4%
48 VUSB VANGUARD BD INDEX FDS 14,699.0 $733K 0.10% NEW $49.84 -0.3%
49 BLACKROCK MUN INCOME TR 67,199.0 $674K 0.10% NEW $10.03
50 JPM JPMORGAN CHASE & CO. Financial Services 2,048.0 $660K 0.09% NEW $322.29 +0.9%
51 CAT CATERPILLAR INC Industrials 1,064.0 $609K 0.09% NEW $572.70 +72.1%
52 VFH VANGUARD WORLD FD 4,286.0 $572K 0.08% NEW $133.48 -1.5%
53 VEU VANGUARD INTL EQUITY INDEX F 6,955.0 $512K 0.07% NEW $73.56 +15.4%
54 PG PROCTER AND GAMBLE CO Consumer Defensive 3,477.0 $498K 0.07% NEW $143.30 +4.9%
55 GLD SPDR GOLD TR Financial Services 1,168.0 $463K 0.07% NEW $396.31 -2.3%
56 VCSH VANGUARD SCOTTSDALE FDS 5,675.0 $452K 0.07% NEW $79.73 -1.1%
57 MSFT MICROSOFT CORP Technology 927.0 $449K 0.06% NEW $483.88 -21.6%
58 MMU WESTERN ASSET MANAGED MUNS F Financial Services 42,877.0 $448K 0.06% NEW $10.44 -0.6%
59 SLV ISHARES SILVER TR Financial Services 6,865.0 $442K 0.06% NEW $64.42 -7.6%
60 GOOGL ALPHABET INC Communication Services 1,357.0 $425K 0.06% NEW $313.00 +17.6%
Page 3 of 6  ·  103 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 39.0%
Technology 19.3%
Consumer Cyclical 10.0%
Consumer Defensive 7.7%
Industrials 6.9%
Communication Services 5.7%
Energy 3.8%
Healthcare 3.7%
Utilities 3.3%
Real Estate 0.7%