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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 3,814.0 $559K 0.06% $146.66 -2.1%
62 AMAT APPLIED MATLS INC Technology 773.0 $559K 0.06% $723.17 -30.1%
63 QS QUANTUMSCAPE CORP Consumer Cyclical 71,000.0 $537K 0.06% -10K -12.3% $7.56 -24.6%
64 MSFT MICROSOFT CORP Technology 1,384.0 $516K 0.06% -9.0 -0.7% $372.99 +29.1%
65 VEU VANGUARD INTL EQUITY INDEX F 5,856.0 $490K 0.06% -420.0 -6.7% $83.75 +0.9%
66 GOOGL ALPHABET INC Communication Services 1,365.0 $488K 0.06% $357.37 -4.0%
67 TSLA TESLA INC Consumer Cyclical 1,121.0 $471K 0.05% -77.0 -6.4% $420.60 -19.5%
68 MMU WESTERN ASSET MANAGED MUNS F Financial Services 45,013.0 $469K 0.05% +2K +3.9% $10.42 -2.1%
69 HD HOME DEPOT INC Consumer Cyclical 1,293.0 $456K 0.05% $352.70 -3.4%
70 GLD SPDR GOLD TR Financial Services 1,226.0 $452K 0.05% $368.38 +8.5%
71 UNP UNION PAC CORP Industrials 1,580.0 $430K 0.05% $271.94 +10.9%
72 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 31,661.0 $405K 0.05% $12.80 -3.4%
73 CSX CSX CORP Industrials 8,457.0 $402K 0.05% $47.53 +6.0%
74 SLV ISHARES SILVER TR Financial Services 7,377.0 $394K 0.04% -95.0 -1.3% $53.47 +7.7%
75 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 31,709.0 $389K 0.04% $12.27 +1.5%
76 VDE VANGUARD WORLD FD 2,571.0 $386K 0.04% -1K -29.9% $150.14 +18.9%
77 CVX CHEVRON CORPORATION Energy 2,316.0 $384K 0.04% $165.78 +23.1%
78 ABBV ABBVIE INC Healthcare 1,429.0 $359K 0.04% $251.56 +2.4%
79 IVV ISHARES TR 468.0 $350K 0.04% $748.89 +3.1%
80 URNM SPROTT FDS TR 6,600.0 $347K 0.04% $52.59 +1.7%
Page 4 of 6  ·  119 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%