BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 46 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 IREN CALL IREN LTD F Financial Services 1,800.0 $20K 0.00% NEW $10.98 +281.4%
902 MRSH MARSH & MCLENNAN COS INC Financial Services 118.0 $20K 0.00% NEW $166.67 +15.2%
903 HSY HERSHEY CO Consumer Defensive 111.0 $19K 0.00% NEW $175.45 +6.3%
904 KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 271.0 $19K 0.00% NEW $71.50 -3.2%
905 FE FIRSTENERGY CORP Utilities 401.0 $19K 0.00% NEW $47.79 -3.8%
906 VLTO VERALTO CORP Industrials 216.0 $19K 0.00% NEW $88.68 +11.4%
907 IGEB ISHARES INVESTMENT GRADESYSTEMATIC BOND ETF 424.0 $19K 0.00% NEW $45.11 -2.2%
908 BUL PACER US CASH COWS GROWTH ETF 324.0 $19K 0.00% NEW $58.96 +10.5%
909 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 335.0 $19K 0.00% NEW $56.52 +3.1%
910 GOF GUGGENHEIM STRATEGIC OPP Financial Services 1,783.0 $19K 0.00% NEW $10.60 -8.6%
911 FLAO AIM ETF PRODUCTS TRUST ALLIANZIM US EQT 660.0 $19K 0.00% NEW $28.51 +0.2%
912 SMCI SUPER MICRO COMPUTER INC Technology 604.0 $19K 0.00% NEW $30.89 +20.5%
913 ADME APTUS DRAWDOWN MANAGED EQUITY ETF 335.0 $19K 0.00% NEW $55.64 +1.2%
914 DGX QUEST DIAGNOSTICS INC Healthcare 88.0 $19K 0.00% NEW $211.60 +15.5%
915 AN AUTONATION INC Consumer Cyclical 100.0 $19K 0.00% NEW $185.79 +7.4%
916 AFL AFLAC INC Financial Services 147.0 $18K 0.00% NEW $124.90 -7.1%
917 FT UNIT 13063 VEST NASDAQ 100 BUFFERED 20 PORTFOLIO SER 39 AT TERMINATION FEE ACCT CASH 1,823.0 $18K 0.00% NEW $10.03
918 QDIV GLOBAL X FDS S&P 500 QLT ETF 453.0 $18K 0.00% NEW $40.28 +2.0%
919 PCEF INVESCO CEF INCOME COMPOSITE ETF 897.0 $18K 0.00% NEW $20.31 +0.2%
920 KKR KKR & CO INC 174.0 $18K 0.00% NEW $103.96
Page 46 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 38.6%
Financial Services 16.7%
Industrials 8.8%
Healthcare 6.9%
Communication Services 6.6%
Consumer Cyclical 4.8%
Real Estate 4.5%
Consumer Defensive 3.7%
Energy 3.7%
Utilities 3.6%