Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COMPASS CAPITAL CORP /MA/ /ADV (CIK 749763) reported $279.3M across 200 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($12.0M, 4.30%), VOOG ($9.8M, 3.50%), AAPL ($9.2M, 3.28%), NVDA ($8.6M, 3.10%), MTBA ($8.3M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $12.0M | 4.30% | 16,416 | Trimmed |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | $9.8M | 3.50% | 121,155 | Added |
| 3 | AAPL | APPLE INC | $9.2M | 3.28% | 31,660 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $8.6M | 3.10% | 40,574 | Added |
| 5 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $8.3M | 2.99% | 168,906 | Added |
| 6 | MSFT | MICROSOFT CORP | $7.4M | 2.64% | 17,388 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $7.2M | 2.57% | 26,393 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $6.7M | 2.41% | 17,024 | Trimmed |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | $6.3M | 2.25% | 45,381 | Added |
| 10 | SEIE | SEI EXCHANGE TRADED FUNDS | $6.0M | 2.16% | 173,563 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $5.4M | 1.93% | 14,988 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $5.4M | 1.92% | 26,245 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $4.8M | 1.73% | 6,951 | Added |
| 14 | GOOG | ALPHABET INC | $4.7M | 1.70% | 12,071 | Trimmed |
| 15 | SFLR | INNOVATOR ETFS TRUST | $4.5M | 1.63% | 121,112 | Trimmed |
| 16 | LRCX | LAM RESEARCH CORP | $4.5M | 1.62% | 15,957 | Trimmed |
| 17 | DGRO | ISHARES TR | $4.5M | 1.60% | 60,983 | Added |
| 18 | META | META PLATFORMS INC | $4.1M | 1.46% | 6,585 | Added |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $4.0M | 1.43% | 25,955 | Added |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 1.41% | 8,297 | Added |
| 21 | GSC | GOLDMAN SACHS ETF TR | $3.3M | 1.17% | 52,754 | Added |
| 22 | AVGO | BROADCOM INC | $3.1M | 1.12% | 7,487 | Added |
| 23 | XOM | EXXON MOBIL CORP | $3.1M | 1.11% | 21,265 | Trimmed |
| 24 | TSLA | TESLA INC | $2.9M | 1.05% | 7,209 | Added |
| 25 | LLY | ELI LILLY & CO | $2.8M | 1.01% | 2,904 | Added |
Source: SEC Form 13F filings · as of 2026-03-31