Arkolith/Funds/Compass Capital Corp /Ma

Compass Capital Corp /Ma

CIK 749763
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Compass Capital Corp /Ma holds a diversified book of 205 stocks worth $307.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened ST SR Utl SL SE SPDR ETF-Usd and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Invesco QQQ Trust Series 1 at 8% of the equity book. Cloning the disclosed picks since 2025 would be +35% (+21.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
94
bought for the first time
Added to
87
already held, bought more
Trimmed
83
sold some, still holds it
Sold out
17
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+35.3%
+21.2%/yr · since Feb '25
Their reported book
+30.8%
held from quarter-end
S&P 500
+30.0%
same window
$8K$10K$11K$12K$14KFeb '25May '25Sep '25Jan '26May '26Aug '26
Compass Capital Corp /Ma (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.5 points over this window.

Growth of $10,000 cloning Compass Capital Corp /Ma's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

44% mapped to company sectors

ETF / fund or unclassified
56%
Information Technology
22%
Financials
6%
Consumer Discretionary
5%
Industrials
3%
Health Care
2%
Energy
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Compass Capital Corp /Ma

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.77 / 80$18.8B
NewEdge Advisors, LLC77 / 80$10.7B
HARBOUR INVESTMENTS, INC.77 / 80$1.2B
MORGAN STANLEY76 / 80$577.7B
ROYAL BANK OF CANADA75 / 80$160.4B
LPL Financial LLC75 / 80$83.3B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC75 / 80$17.7B
ENVESTNET ASSET MANAGEMENT INC74 / 80$88.3B

Ranked by how many of Compass Capital Corp /Ma's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

205 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$23.2M32.2K
7.6%
+363%
Added · +25K sh
2Nvidia Corporation
COM
$12.2M54.9K
4.0%
+35%
Added · +14K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$12.1M15.7K
3.9%
−4.6%
Reduced · −756 sh
4Vanguard Admiral FDS Inc
500 GRTH IDX F
$10.2M119.4K
3.3%
−1.4%
Reduced · −2K sh
5Apple Inc
COM
$9.5M31.3K
3.1%
−1.3%
Reduced · −399 sh
6Berkshire Hathaway Inc Del
CL B NEW
$8.7M8.0K
2.8%
−3.7%
Reduced · −304 sh
7Microsoft Corp
COM
$8.5M16.9K
2.8%
−2.7%
Reduced · −472 sh
8Palantir Technologies Inc
CL A
$7.7M43.9K
2.5%
−3.3%
Reduced · −1K sh
9Simplify Exchange Traded Fun
MBS ETF
$7.5M154.3K
2.4%
−8.6%
Reduced · −15K sh
10Amazon Com Inc
COM
$7.0M25.8K
2.3%
−2.4%
Reduced · −626 sh
11Sei Exchange Traded Funds
SELE INTL EQ ETF
$6.7M179.8K
2.2%
+3.6%
Added · +6K sh
12Invesco Exchange Traded FD T
S&P500 EQL WGT
$5.7M26.2K
1.9%
−0.3%
Reduced · −90 sh
13Alphabet Inc
CAP STK CL A
$5.6M16.0K
1.8%
−5.8%
Reduced · −994 sh
14Innovator Etfs Trust
QUITY MANAGD FLR
$4.9M124.8K
1.6%
+3.0%
Added · +4K sh
15Alphabet Inc
CAP STK CL C
$4.2M12.1K
1.4%
+0.2%
Added · +27 sh
16Vanguard Intl Equity Index F
TT WRLD ST ETF
$4.0M24.7K
1.3%
−4.8%
Reduced · −1K sh
17Lam Research Corp
COM NEW
$3.8M12.3K
1.2%
−23%
Reduced · −4K sh
18Goldman Sachs ETF TR
SMAL CAP EQU ETF
$3.6M52.8K
1.2%
+0.1%
Added · +50 sh
19Meta Platforms Inc
CL A
$3.4M5.7K
1.1%
−13%
Reduced · −862 sh
20Eli Lilly & Co
COM
$3.2M2.6K
1.0%
−9.5%
Reduced · −276 sh
21Broadcom Inc
COM
$3.0M6.9K
1.0%
−7.4%
Reduced · −557 sh
22Howmet Aerospace Inc
COM
$2.9M10.3K
1.0%
+15%
Added · +1K sh
23Tidal Trust I
FUND GRAN US ETF
$2.8M98.5K
0.9%
−4.5%
Reduced · −5K sh
24Sei Exchange Traded Funds
SELECT EMERGING
$2.7M69.9K
0.9%
+1.7%
Added · +1K sh
25Sei Exchange Traded Funds
SELE SMAL CA ETF
$2.7M81.7K
0.9%
+3.4%
Added · +3K sh
26Vanguard Index FDS
TOTAL STK MKT
$2.5M6.7K
0.8%
−55%
Reduced · −8K sh
27Vanguard Index FDS
GROWTH ETF
$2.5M28.2K
0.8%
−2.8%
Reduced · −819 sh
28Exxon Mobil Corp
COM
$2.5M15.7K
0.8%
−26%
Reduced · −6K sh
29Dimensional ETF Trust
US SUSTAINABILTY
$2.5M50.7K
0.8%
+1.2%
Added · +590 sh
30Ishares TR
CORE MSCI INTL
$2.5M26.3K
0.8%
+211%
Added · +18K sh
31Walmart Inc
COM
$2.4M21.5K
0.8%
+0.3%
Added · +54 sh
32Innovator Etfs Trust
NASDAQ 100 MANA
$2.4M68.6K
0.8%
+2.8%
Added · +2K sh
33BlackRock ETF Trust II
ISHARES LARG CAP
$2.4M64.3K
0.8%
+4.0%
Added · +2K sh
34Micron Technology Inc
COM
$2.3M2.7K
0.8%
+343%
Added · +2K sh
35Sei Exchange Traded Funds
QIM US LARGE VAL
$2.3M44.5K
0.7%
+15%
Added · +6K sh
36Taiwan Semiconductor Manufac
SPONSORED ADS
$2.2M2.3K
0.7%
+37%
Added · +625 sh
37Sei Exchange Traded Funds
QIM US LARGE CAP
$2.1M38.6K
0.7%
+13%
Added · +4K sh
38Ishares TR
US AER DEF ETF
$2.1M8.4K
0.7%
−5.0%
Reduced · −440 sh
39Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.1M28.5K
0.7%
−7.8%
Reduced · −2K sh
40Costco Wholesale Corporation
COM
$2.0M2.1K
0.7%
−3.8%
Reduced · −85 sh
41Tesla Inc
COM
$1.8M5.6K
0.6%
−23%
Reduced · −2K sh
42ALPS ETF TR
ALERIAN MLP
$1.8M33.3K
0.6%
+1.8%
Added · +596 sh
43Innovator Etfs Trust
EQUI DUAL 10 DEC
$1.8M85.3K
0.6%
+7.5%
Added · +6K sh
44Vanguard BD Index FDS
TOTAL BND MRKT
$1.7M23.7K
0.6%
+10%
Added · +2K sh
45Capital One Finl Corp
COM
$1.7M7.9K
0.6%
−19%
Reduced · −2K sh
46Netflix Inc.
COM
$1.7M22.3K
0.5%
−23%
Reduced · −7K sh
47Caterpillar Inc
COM
$1.7M1.9K
0.5%
+11%
Added · +199 sh
48Select Sector SPDR TR
ST STR FINL ETF
$1.6M28.5K
0.5%
−6.6%
Reduced · −2K sh
49Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.6M26.8K
0.5%
+3.8%
Added · +989 sh
50Ishares Inc
MSCI EURZONE ETF
$1.6M22.5K
0.5%
+198%
Added · +15K sh
Showing 50 of 205 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026205$307.3M13F-HR
Q1 2026Mar 31, 2026May 8, 2026202$279.3M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026187$260.2M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025155$229.1M13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025176$212.2M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025186$190.8M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025201$256.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.