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Portfolio (Quarterly) Guide ↗

COMPASS FINANCIAL MANAGEMENT LLC

· CIK 0002148724
13F Portfolio $829M AUM 1,694 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1547 New
Page 32 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 2,546.0 $71K 0.01% NEW $27.85 -1.3%
622 EFV ISHARES MSCI EAFE VALUE ETF 875.0 $71K 0.01% NEW $80.73 +0.9%
623 IHDG WISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUND 1,338.0 $70K 0.01% NEW $52.38 +1.2%
624 NTAP NETAPP INC Technology 431.0 $70K 0.01% NEW $162.55 +18.6%
625 ALB ALBEMARLE CORP Basic Materials 514.0 $69K 0.01% NEW $134.98 -0.6%
626 LUMN LUMEN TECHNOLOGIES INC Communication Services 10,226.0 $69K 0.01% NEW $6.73 -10.7%
627 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 1,072.0 $69K 0.01% NEW $64.00 -1.5%
628 ZTEN F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,360.0 $69K 0.01% NEW $50.42 -2.0%
629 SBSW SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS Basic Materials 7,866.0 $68K 0.01% NEW $8.70 +35.8%
630 QTEC FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND 204.0 $68K 0.01% NEW $334.69 -6.3%
631 ON ON SEMICONDUCTOR CORP Technology 729.0 $67K 0.01% NEW $92.41 -19.2%
632 COHEN &STEERS LTD DURATION PF COM 3,288.0 $67K 0.01% NEW $20.49
633 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 2,495.0 $66K 0.01% NEW $26.64 +5.9%
634 FULT FULTON FINL CORP PA Financial Services 2,745.0 $66K 0.01% NEW $24.19 -2.4%
635 IAK ISHARES U.S. INSURANCE ETF 472.0 $66K 0.01% NEW $140.56 +2.5%
636 IRM IRON MTN INC NEW REIT Real Estate 527.0 $66K 0.01% NEW $125.53 -2.1%
637 GPC GENUINE PARTS CO Consumer Cyclical 559.0 $66K 0.01% NEW $117.98 +12.7%
638 FVAL FIDELITY VALUE FACTOR ETF 836.0 $65K 0.01% NEW $78.33 +5.0%
639 KHC KRAFT HEINZ CO Consumer Defensive 2,649.0 $65K 0.01% NEW $24.66 +3.7%
640 SMH CALL VANECK SEMICONDUCTOR ETF 300.0 $64K 0.01% NEW $212.08 +165.3%
Page 32 of 78  ·  1,547 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
Technology 37.8%
Financial Services 16.5%
Industrials 8.7%
Communication Services 8.3%
Healthcare 6.8%
Consumer Cyclical 4.7%
Real Estate 4.4%
Energy 3.7%
Consumer Defensive 3.6%
Utilities 3.5%