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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AGNC AGNC INVT CORP Real Estate 30,814.0 $309K 0.04% +9K +43.2% $10.03 +3.5%
82 IVV ISHARES TR 468.0 $306K 0.04% -22.0 -4.5% $653.21 +14.8%
83 VHT VANGUARD WORLD FD 1,064.0 $290K 0.04% $272.32 +3.0%
84 KO COCA COLA CO Consumer Defensive 3,674.0 $279K 0.04% $76.05 +4.4%
85 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,419.0 $277K 0.04% $80.96 -1.3%
86 AMAT APPLIED MATLS INC Technology 773.0 $264K 0.04% NEW $341.58 +80.7%
87 XEL XCEL ENERGY INC Utilities 3,275.0 $260K 0.04% $79.45 -2.6%
88 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 22,406.0 $258K 0.04% $11.50 +4.1%
89 VNQ VANGUARD INDEX FDS 2,773.0 $246K 0.03% +17.0 +0.6% $88.71 +7.7%
90 MRK MERCK & CO INC Healthcare 1,994.0 $240K 0.03% NEW $120.30 -5.3%
91 OTTR OTTER TAIL CORP Utilities 2,699.0 $237K 0.03% +17.0 +0.6% $87.77 -0.3%
92 ARKK ARK ETF TR 3,491.0 $236K 0.03% -120.0 -3.3% $67.58 +18.7%
93 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,161.0 $236K 0.03% $203.11 +7.5%
94 INVESCO QUALITY MUN INCOME T 24,369.0 $234K 0.03% $9.62
95 VKQ INVESCO MUNICIPAL TRUST Financial Services 24,349.0 $232K 0.03% $9.52 +4.7%
96 SCHF SCHWAB STRATEGIC TR 8,589.0 $213K 0.03% -549.0 -6.0% $24.75 +14.1%
97 EMR EMERSON ELEC CO Industrials 1,614.0 $211K 0.03% $131.03 +15.0%
98 MCK MCKESSON CORP Healthcare 243.0 $210K 0.03% NEW $865.79 -13.3%
99 USB US BANCORP Financial Services 4,019.0 $209K 0.03% $52.01 +11.8%
100 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 14,014.0 $208K 0.03% $14.85 +3.2%
Page 5 of 6  ·  105 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%