COMPASS CAPITAL CORP /MA/ /ADV Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$260.2M

Holdings

187

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
101
PDBCINVESCO ACTVELY MNGD ETC FD
40,963$587K0.23%
102
PHYS/USPROTT ASSET MANAGEMENT LP
14,824$565K0.22%
103
WMWASTE MGMT INC DEL
2,343$543K0.21%
104
COPCONOCOPHILLIPS
4,972$542K0.21%
105
TKOTKO GROUP HOLDINGS INC
2,476$529K0.20%
106
COPXGLOBAL X FDS
5,841$515K0.20%
107
4I1PHILIP MORRIS INTL INC
2,771$505K0.19%
108
UMMALISTED FDS TR
14,986$497K0.19%
109
SPHYSPDR SERIES TRUST
20,717$491K0.19%
110
VOEVANGUARD INDEX FDS
2,531$484K0.19%
111
HLALLISTED FDS TR
7,631$483K0.19%
112
VCITVANGUARD SCOTTSDALE FDS
5,697$478K0.18%
113
VOOVANGUARD INDEX FDS
749$476K0.18%
114
MOALTRIA GROUP INC
7,233$469K0.18%
115
DBAINVESCO DB MULTI-SECTOR COMM
17,609$453K0.17%
116
VIGVANGUARD SPECIALIZED FUNDS
1,925$442K0.17%
117
EZUISHARES INC
6,465$440K0.17%
118
XSDSPDR SERIES TRUST
1,197$437K0.17%
119
SCHASCHWAB STRATEGIC TR
14,099$435K0.17%
120
KOCOCA COLA CO
5,617$430K0.17%
121
TJXTJX COS INC NEW
2,747$420K0.16%
122
XSMOINVESCO EXCHANGE TRADED FD T
5,202$420K0.16%
123
TMOTHERMO FISHER SCIENTIFIC INC
771$415K0.16%
124
IBMINTERNATIONAL BUSINESS MACHS
1,409$410K0.16%
125
TERTERADYNE INC
1,317$402K0.15%
126
CSCOCISCO SYS INC
4,668$402K0.15%
127
ARKKARK ETF TR
5,526$399K0.15%
128
PSCTINVESCO EXCH TRADED FD TR II
6,279$394K0.15%
129
FNVFRANCO NEV CORP
1,518$381K0.15%
130
ARCCARES CAPITAL CORP
18,808$375K0.14%
131
KLACKLA CORP
260$372K0.14%
132
DFSBDIMENSIONAL ETF TRUST
7,063$368K0.14%
133
SCHPSCHWAB STRATEGIC TR
13,673$363K0.14%
134
DFUVDIMENSIONAL ETF TRUST
7,141$360K0.14%
135
VBKVANGUARD INDEX FDS
1,123$358K0.14%
136
PSXPHILLIPS 66
2,280$358K0.14%
137
CITCINTAS CORP
1,766$351K0.13%
138
RDVYFIRST TR EXCHANGE TRADED FD
4,612$334K0.13%
139
ORCLORACLE CORP
2,085$333K0.13%
140
SPLVINVESCO EXCH TRADED FD TR II
4,380$329K0.13%
141
BITWBITWISE 10 CRYPTO INDEX ETF
7,317$328K0.13%
142
NUKZEXCHANGE TRADED CONCEPTS TRU
4,564$324K0.12%
143
LMTLOCKHEED MARTIN CORP
508$322K0.12%
144
TRVTRAVELERS COMPANIES INC
1,085$322K0.12%
145
CVXCHEVRON CORP NEW
1,759$320K0.12%
146
AZOAUTOZONE INC
85$308K0.12%
147
NEENEXTERA ENERGY INC
3,391$307K0.12%
148
VGTVANGUARD WORLD FD
410$306K0.12%
149
WRBBERKLEY W R CORP
4,340$300K0.12%
150
UPSUNITED PARCEL SERVICE INC
2,522$299K0.11%
151
FTCFIRST TR EXCHANGE-TRADED ALP
1,800$295K0.11%
152
DFSEDIMENSIONAL ETF TRUST
6,487$294K0.11%
153
TMUST-MOBILE US INC
1,468$292K0.11%
154
SVOLSIMPLIFY EXCHANGE TRADED FUN
16,424$285K0.11%
155
VCSHVANGUARD SCOTTSDALE FDS
3,547$283K0.11%
156
TPRTAPESTRY INC
1,822$279K0.11%
157
FFORD MTR CO
20,413$277K0.11%
158
IWSISHARES TR
1,820$277K0.11%
159
REMXVANECK ETF TRUST
3,122$276K0.11%
160
EWJISHARES INC
2,941$273K0.10%
161
VICRVICOR CORP
1,675$273K0.10%
162
ABBVABBVIE INC
1,212$271K0.10%
163
EOGEOG RES INC
2,408$271K0.10%
164
VTIPVANGUARD MALVERN FDS
5,424$269K0.10%
165
IWFISHARES TR
580$267K0.10%
166
GQ9SPDR GOLD TR
576$265K0.10%
167
VTEBVANGUARD MUN BD FDS
5,037$255K0.10%
168
IVZINVESCO EXCHANGE TRADED FD T
2,037$254K0.10%
169
HYGISHARES TR
3,152$254K0.10%
170
LQDHISHARES U S ETF TR
2,686$250K0.10%
171
SYLDCAMBRIA ETF TR
3,180$247K0.09%
172
PLTYTIDAL TRUST II
9,496$239K0.09%
173
AMDADVANCED MICRO DEVICES INC
1,305$236K0.09%
174
BGLDFIRST TR EXCHANGE-TRADED FD
12,971$236K0.09%
175
KLMNINVESCO EXCH TRADED FD TR II
1,940$234K0.09%
176
IJHISHARES TR
3,200$229K0.09%
177
XLGINVESCO EXCHANGE TRADED FD T
3,877$227K0.09%
178
ORLYOREILLY AUTOMOTIVE INC
2,415$225K0.09%
179
LBLANDBRIDGE COMPANY LLC
3,931$224K0.09%
180
ACWVISHARES INC
1,805$222K0.09%
181
PEPPEPSICO INC
1,316$219K0.08%
182
XMMOINVESCO EXCHANGE TRADED FD T
1,486$217K0.08%
183
SOFISOFI TECHNOLOGIES INC
10,000$213K0.08%
184
SYKSTRYKER CORPORATION
591$213K0.08%
185
IVOGVANGUARD ADMIRAL FDS INC
1,617$211K0.08%
186
BACVERIZON COMMUNICATIONS INC
4,354$206K0.08%
187
GILDGILEAD SCIENCES INC
1,383$203K0.08%
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