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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 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 14,043.0 $252K 0.03% $17.96 -2.3%
102 ARKK ARK ETF TR 3,116.0 $252K 0.03% -375.0 -10.7% $80.81 -2.1%
103 VCIT VANGUARD SCOTTSDALE FDS 3,033.0 $251K 0.03% -911.0 -23.1% $82.65 -1.9%
104 INVESCO QUALITY MUN INCOME T 24,369.0 $247K 0.03% $10.12
105 SCHH SCHWAB STRATEGIC TR 10,405.0 $246K 0.03% NEW $23.68 +0.7%
106 VKQ INVESCO MUNICIPAL TRUST Financial Services 24,349.0 $244K 0.03% $10.04 -2.8%
107 OTTR OTTER TAIL CORP Utilities 2,715.0 $244K 0.03% +16.0 +0.6% $89.99 +1.4%
108 USB US BANCORP Financial Services 4,037.0 $244K 0.03% $60.39 +7.3%
109 LAMR LAMAR ADVERTISING CO Real Estate 1,538.0 $240K 0.03% NEW $155.95 -2.7%
110 STRV EA SERIES TRUST 4,879.0 $236K 0.03% $48.30 -1.4%
111 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 484.0 $231K 0.03% NEW $477.57 -13.4%
112 EMR EMERSON ELEC CO Industrials 1,614.0 $231K 0.03% $143.16 +10.2%
113 INTC INTEL CORP Technology 1,604.0 $224K 0.03% NEW $139.65 -30.8%
114 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 14,014.0 $217K 0.03% $15.50 -3.2%
115 ARKQ ARK ETF TR 1,574.0 $208K 0.02% NEW $132.20 -4.1%
116 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 15,974.0 $194K 0.02% -6K -28.7% $12.12 -3.5%
117 EVN EATON VANCE MUN INCOME TR Financial Services 13,630.0 $153K 0.02% $11.26 -4.5%
118 PTON PELOTON INTERACTIVE INC Consumer Cyclical 24,711.0 $146K 0.02% -5K -16.8% $5.91 -10.2%
119 PNI PIMCO NEW YORK MUN FD II Financial Services 16,303.0 $116K 0.01% $7.09 -3.5%
Page 6 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%