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 MANAGEMENT, INC (CIK 1002152) reported $1.66B across 91 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APH ($86.9M, 5.24%), MRK ($72.9M, 4.39%), GOOGL ($63.7M, 3.84%), MSFT ($62.1M, 3.75%), JNJ ($60.1M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | $86.9M | 5.24% | 493,086 | Trimmed |
| 2 | MRK | MERCK & CO INC | $72.9M | 4.39% | 567,099 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $63.7M | 3.84% | 178,203 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $62.1M | 3.75% | 166,539 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $60.1M | 3.62% | 236,718 | Trimmed |
| 6 | FAST | FASTENAL CO | $58.8M | 3.54% | 1.2M | Trimmed |
| 7 | V | VISA INC | $58.4M | 3.52% | 170,303 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $57.9M | 3.49% | 289,399 | Trimmed |
| 9 | LIN | LINDE PLC | $56.7M | 3.42% | 109,275 | Trimmed |
| 10 | SHW | SHERWIN WILLIAMS CO | $56.3M | 3.39% | 163,406 | Trimmed |
| 11 | ITW | ILLINOIS TOOL WKS INC | $54.2M | 3.27% | 200,530 | Trimmed |
| 12 | CHD | CHURCH & DWIGHT CO INC | $53.7M | 3.24% | 554,514 | Trimmed |
| 13 | WMT | WALMART INC | $52.8M | 3.19% | 466,507 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $52.6M | 3.17% | 104,987 | Trimmed |
| 15 | MSI | MOTOROLA SOLUTIONS INC | $52.2M | 3.15% | 125,801 | Trimmed |
| 16 | SYK | STRYKER CORPORATION | $50.5M | 3.05% | 160,479 | Added |
| 17 | QCOM | QUALCOMM INC | $49.6M | 2.99% | 268,321 | Trimmed |
| 18 | SPGI | S&P GLOBAL INC | $49.6M | 2.99% | 121,867 | Trimmed |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $48.8M | 2.94% | 217,828 | Trimmed |
| 20 | ROP | ROPER TECHNOLOGIES INC | $48.1M | 2.90% | 142,079 | Added |
| 21 | CTAS | CINTAS CORP | $46.5M | 2.80% | 273,510 | New |
| 22 | CHKP | CHECK POINT SOFTWARE TECH LT | $45.7M | 2.76% | 347,788 | Added |
| 23 | ICE | INTERCONTINENTAL EXCHANGE IN | $43.4M | 2.62% | 352,925 | Trimmed |
| 24 | ACN | ACCENTURE PLC IRELAND | $37.2M | 2.24% | 298,677 | Added |
| 25 | BSX | BOSTON SCIENTIFIC CORP | $36.7M | 2.21% | 859,530 | Added |
Source: SEC Form 13F filings · as of 2026-06-30