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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 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PTON PELOTON INTERACTIVE INC Consumer Cyclical 29,711.0 $183K 0.03% NEW $6.16 -6.3%
102 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 14,043.0 $174K 0.03% NEW $12.42 +41.5%
103 EVN EATON VANCE MUNI INCOME TRUS Financial Services 13,630.0 $147K 0.02% NEW $10.76 +2.1%
Page 6 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%