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 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MRK ($70.9M, 4.29%), APH ($68.3M, 4.13%), MSFT ($63.3M, 3.82%), WMT ($61.2M, 3.69%), ICE ($60.2M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $70.9M | 4.29% | 589,768 | Trimmed |
| 2 | APH | AMPHENOL CORP | $68.3M | 4.13% | 540,505 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $63.3M | 3.82% | 171,001 | Added |
| 4 | WMT | WALMART INC | $61.2M | 3.69% | 492,188 | Trimmed |
| 5 | ICE | INTERCONTINENTAL EXCHANGE IN | $60.2M | 3.63% | 382,602 | Added |
| 6 | JNJ | JOHNSON & JOHNSON | $59.6M | 3.60% | 243,765 | Trimmed |
| 7 | FAST | FASTENAL CO | $59.4M | 3.59% | 1.3M | Trimmed |
| 8 | GOOGL | ALPHABET INC | $58.8M | 3.55% | 204,470 | Trimmed |
| 9 | LIN | LINDE PLC | $57.0M | 3.44% | 114,959 | Trimmed |
| 10 | MSI | MOTOROLA SOLUTIONS INC | $55.7M | 3.36% | 128,292 | Trimmed |
| 11 | EXPD | EXPEDITORS INTL WASH INC | $55.3M | 3.34% | 386,026 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $54.6M | 3.30% | 312,835 | Trimmed |
| 13 | HD | HOME DEPOT INC | $54.6M | 3.30% | 312,835 | Added |
| 14 | V | VISA INC | $54.5M | 3.29% | 173,559 | Trimmed |
| 15 | SPGI | S&P GLOBAL INC | $54.1M | 3.27% | 127,290 | Added |
| 16 | ITW | ILLINOIS TOOL WKS INC | $53.5M | 3.23% | 205,582 | Trimmed |
| 17 | CHD | CHURCH & DWIGHT CO INC | $53.2M | 3.22% | 570,492 | Trimmed |
| 18 | SHW | SHERWIN WILLIAMS CO | $53.1M | 3.21% | 165,696 | Trimmed |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $51.9M | 3.14% | 105,632 | Trimmed |
| 20 | SYK | STRYKER CORPORATION | $51.0M | 3.08% | 155,178 | Trimmed |
| 21 | ROP | ROPER TECHNOLOGIES INC | $48.5M | 2.93% | 137,139 | Added |
| 22 | QCOM | QUALCOMM INC | $45.6M | 2.76% | 354,409 | Trimmed |
| 23 | ACN | ACCENTURE PLC IRELAND | $45.3M | 2.74% | 228,461 | Added |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $44.6M | 2.69% | 710,874 | Added |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | $44.3M | 2.68% | 218,194 | Added |
Source: SEC Form 13F filings · as of 2026-03-31