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.
Compton Financial Group, LLC (CIK 1844567) reported $452.7M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($64.1M, 14.15%), SPYV ($61.5M, 13.58%), SPTI ($53.4M, 11.79%), SPMB ($39.5M, 8.72%), SPDW ($29.2M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $64.1M | 14.15% | 654,320 | Trimmed |
| 2 | SPYV | SPDR SERIES TRUST | $61.5M | 13.58% | 1.1M | Trimmed |
| 3 | SPTI | SPDR SERIES TRUST | $53.4M | 11.79% | 1.9M | Trimmed |
| 4 | SPMB | SPDR SERIES TRUST | $39.5M | 8.72% | 1.8M | Trimmed |
| 5 | SPDW | SPDR INDEX SHS FDS | $29.2M | 6.44% | 638,728 | Trimmed |
| 6 | SPIB | SPDR SERIES TRUST | $28.3M | 6.26% | 845,038 | Trimmed |
| 7 | SPSM | SPDR SERIES TRUST | $22.5M | 4.97% | 465,372 | Trimmed |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | $18.7M | 4.13% | 543,246 | Added |
| 9 | SPEM | SPDR INDEX SHS FDS | $13.3M | 2.94% | 283,901 | Trimmed |
| 10 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $11.1M | 2.45% | 363,042 | Added |
| 11 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $10.7M | 2.37% | 299,323 | Added |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | $9.8M | 2.15% | 436,438 | Added |
| 13 | CGCB | CAPITAL GRP FIXED INCM ETF T | $8.8M | 1.95% | 335,482 | Added |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.6M | 1.90% | 202,591 | Added |
| 15 | CGMS | CAPITAL GRP FIXED INCM ETF T | $7.5M | 1.67% | 276,997 | Added |
| 16 | CGUS | CAPITAL GROUP CORE EQUITY ET | $6.8M | 1.51% | 177,465 | Added |
| 17 | SLYG | SPDR SERIES TRUST | $6.0M | 1.33% | 62,143 | Trimmed |
| 18 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.7M | 1.27% | 171,913 | Added |
| 19 | CGMM | CAPITAL GROUP EQUITY ETF TR | $5.8M | 1.27% | 195,976 | Added |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | $5.0M | 1.11% | 125,306 | New |
| 21 | AGG | ISHARES TR | $3.2M | 0.71% | 32,522 | Trimmed |
| 22 | IEFA | ISHARES TR | $3.0M | 0.67% | 33,525 | Trimmed |
| 23 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2.7M | 0.60% | 85,810 | New |
| 24 | CGCV | CAPITAL GROUP CONSERVATIVE E | $2.5M | 0.56% | 84,942 | New |
| 25 | AMZN | AMAZON COM INC | $2.3M | 0.50% | 10,913 | Added |
Source: SEC Form 13F filings · as of 2026-03-31