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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 50 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HESM HESS MIDSTREAM LP CL A SHS Energy 348.0 $14K 0.00% NEW $40.28 -3.4%
982 WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND 425.0 $14K 0.00% NEW $32.79 +1.7%
983 DBP INVESCO DB PRECIOUS METALS FUND Financial Services 150.0 $14K 0.00% NEW $92.47 +15.7%
984 TE T1 ENERGY INC Industrials 1,460.0 $14K 0.00% NEW $9.48 -53.5%
985 NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 1,042.0 $14K 0.00% NEW $13.28 -23.4%
986 DLTR DOLLAR TREE INC Consumer Defensive 114.0 $14K 0.00% NEW $120.95 +7.8%
987 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 284.0 $14K 0.00% NEW $48.54 +5.2%
988 IDUB APTUS INTERNATIONAL ENHANCED YIELD ETF 499.0 $14K 0.00% NEW $27.48 +3.1%
989 VRSN VERISIGN INC Technology 51.0 $14K 0.00% NEW $266.51 +4.7%
990 JPMORGAN ULTRA-SHORT INCOME ETF 268.0 $14K 0.00% NEW $50.57
991 CBRE CBRE GROUP INC CLASS A Real Estate 100.0 $13K 0.00% NEW $134.69 +11.8%
992 VOOV VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES 61.0 $13K 0.00% NEW $219.21 +4.4%
993 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 351.0 $13K 0.00% NEW $37.99 -5.1%
994 URA GLOBAL X URANIUM ETF 306.0 $13K 0.00% NEW $43.30 +5.4%
995 OVV OVINTIV INC Energy 225.0 $13K 0.00% NEW $58.67 +14.8%
996 HTO H2O AMERICA COM Utilities 217.0 $13K 0.00% NEW $60.77 +4.9%
997 CLOA ISHARES AAA CLO ACTIVE ETF 254.0 $13K 0.00% NEW $51.91 +0.0%
998 NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 Healthcare 298.0 $13K 0.00% NEW $44.22 +6.4%
999 CXW CORECIVIC INC Real Estate 433.0 $13K 0.00% NEW $30.38 +10.6%
1000 URA CALL GLOBAL X URANIUM ETF 1,800.0 $13K 0.00% NEW $7.30 +525.3%
Page 50 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%