Compass Capital Management
$1.7B Assets Reported
94 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MRK | MERCK & CO INC | 589,768 | $71M | 4.3% |
| APH | AMPHENOL CORP | 540,505 | $68M | 4.1% |
| MSFT | MICROSOFT CORP | 171,001 | $63M | 3.8% |
| WMT | WALMART INC | 492,188 | $61M | 3.7% |
| ICE | INTERCONTINENTAL EXCHANGE IN | 382,602 | $60M | 3.6% |
| JNJ | JOHNSON & JOHNSON | 243,765 | $60M | 3.6% |
| FAST | FASTENAL CO | 1,279,691 | $59M | 3.6% |
| GOOGL | ALPHABET INC | 204,470 | $59M | 3.6% |
| LIN | LINDE PLC | 114,959 | $57M | 3.4% |
| MSI | MOTOROLA SOLUTIONS INC | 128,292 | $56M | 3.4% |
Track Compass Capital Management's 13F portfolio: $1.7B in reported holdings, 94 positions. Top holdings, AUM, and quarterly changes on SentiSense.