Compass Financial Group, INC/SD
Sector Allocation
- Other94.8%$874.5M
- Financials1.7%$15.7M
- Technology1.6%$14.5M
- Industrials0.4%$3.4M
- Energy0.4%$3.4M
- Real Estate0.3%$3.1M
- Consumer Staples0.3%$2.9M
- Consumer Discretionary0.2%$2.2M
- Healthcare0.2%$1.7M
- Utilities0.1%$768,809
AUM History
13fpro.ai/research/fund/compass-financial-group-inc-sd-1964835
Conviction and streaks
Diversifying · top 10 = 77.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$187.4M
- VANGUARD$140.2M
- SCHWAB$100.6M
- VANGUARD$97.2M
- VANGUARD$49.3M
- VANGUARD$40.9M
- SCHWAB$28.5M
- SCHWAB$26.3M
- VANGUARD$23.1M
- SPDR$21.8M
- FIDELITY$18.3M
- VANGUARD$17.2M
BRK.B
$13.1M- SCHWAB$12.5M
- SCHWAB$10.8M
- VANGUARD$8.3M
- VANGUARD$7.5M
- SCHWAB$6.7M
- SCHWAB$6.5M
- SCHWAB$6.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/compass-financial-group-inc-sd-1964835
Compass Financial Group, INC/SD 13F holdings — Q3 2026
$922.1M portfolio (+5.8% QoQ) · 120 holdings · Q3 2026 13F · top 10 are 78% of the stock portfolio
- 1
VANGUARD WORLD FD - INF TECH ETF
$187.4M
20.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$140.2M
15.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - US BRD MKT ETF
$100.6M
10.9% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WORLD FD - CONSUM STP ETF
$97.2M
10.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD WORLD FD - INDUSTRIAL ETF
$49.3M
5.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - MRNGSTR TTL STK
$40.9M
4.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US LCAP GR ETF
$28.5M
3.1% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US LRG CAP ETF
$26.3M
2.9% of stocks
+159%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$23.1M
2.5% of stocks
-14%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR PR SP1500
$21.8M
2.4% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD - INF TECH ETF | $187.4M | 20.3% | +7% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $140.2M | 15.2% | +6% | — | — | — | — | |
| 3 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $100.6M | 10.9% | -12% | — | — | — | — | |
| 4 | VANGUARD WORLD FD - CONSUM STP ETF | $97.2M | 10.5% | +1% | — | — | — | — | |
| 5 | VANGUARD WORLD FD - INDUSTRIAL ETF | $49.3M | 5.3% | +3% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $40.9M | 4.4% | +2% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $28.5M | 3.1% | +12% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $26.3M | 2.9% | +159% | — | — | — | — | |
| 9 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $23.1M | 2.5% | -14% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR PR SP1500 | $21.8M | 2.4% | -0.1% | — | — | — | — |
All holdings — Compass Financial Group, INC/SD (Q3 2026)
120 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | — | $18.3M | 2.0% | 359K | +1% | — | — | 13F |
| 12 | — | VANGUARD WHITEHALL FDS - INTL DVD ETFetf/fund | — | $17.2M | 1.9% | 182K | -13% | — | — | 13F |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $13.1M | 1.4% | 26K | -2% | 11+ qtrs | 73.5 | 13F | |
| 14 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $12.5M | 1.4% | 568K | +33% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $10.8M | 1.2% | 331K | +7% | — | — | 13F |
| 16 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $8.3M | 0.9% | 98K | +300% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - EXTEND MKT ETFetf/fund | — | $7.5M | 0.8% | 33K | -7% | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - 1 5YR CORP BD | — | $6.7M | 0.7% | 276K | +13% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $6.5M | 0.7% | 120K | +292% | — | — | 13F |
| 20 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $6.1M | 0.7% | 195K | +208% | — | — | 13F |
| 21 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $5.9M | 0.6% | 175K | +36% | — | — | 13F |
| 22 | Apple Inc. | Technology | $5.4M | 0.6% | 16K | +6% | 11+ qtrs | 75.7 | 13F | |
| 23 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.3M | 0.6% | 162K | -9% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $4.0M | 0.4% | 96K | +10% | — | — | 13F |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $3.9M | 0.4% | 55K | +37% | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - MUN BD ETF | — | $3.9M | 0.4% | 160K | +7% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $3.4M | 0.4% | 37K | -8% | |||
| 28 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.3M | 0.4% | 4,470 | -16% | |||
| 29 | — | ISHARES TR - CORE 60 BALA ETF | — | $3.3M | 0.3% | 48K | +205% | |||
| 30 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $2.6M | 0.3% | 138K | -3% | |||
| 31 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $2.5M | 0.3% | 92K | +56% | |||
| 32 | $NVDA | NVIDIA CORP | Technology | $2.4M | 0.3% | 11K | +5% | |||
| 33 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $2.4M | 0.3% | 99K | +21% | |||
| 34 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $2.0M | 0.2% | 42K | +8% | |||
| 35 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.7M | 0.2% | 6,127 | -2% | |||
| 36 | $WMT | Walmart Inc. | Consumer Staples | $1.6M | 0.2% | 15K | +2% | |||
| 37 | $GOOG | Alphabet Inc. | Technology | $1.6M | 0.2% | 4,720 | +20% | |||
| 38 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $1.6M | 0.2% | 18K | — | |||
| 39 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | — | $1.6M | 0.2% | 4,665 | — | |||
| 40 | $NZF | Nuveen Municipal Credit Income Fund | Other | $1.4M | 0.2% | 133K | -19% | |||
| 41 | $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | Other | $1.4M | 0.1% | 137K | -9% | |||
| 42 | $MPLX | MPLX LP | Energy | $1.4M | 0.1% | 25K | +27% | |||
| 43 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $1.4M | 0.1% | 4,069 | — | |||
| 44 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $1.4M | 0.1% | 6,214 | — | |||
| 45 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $1.3M | 0.1% | 58K | +17% | |||
| 46 | $DOV | DOVER Corp | Industrials | $1.3M | 0.1% | 8,377 | -3% | |||
| 47 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.2M | 0.1% | 4,736 | +9% | |||
| 48 | — | VANGUARD WELLINGTON FD - US MINIMUM | — | $1.1M | 0.1% | 7,515 | -0.2% | |||
| 49 | $MSFT | MICROSOFT CORP | Technology | $1.1M | 0.1% | 2,060 | +49% | |||
| 50 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.0M | 0.1% | 3,795 | -2% | |||
| 51 | $ET | Energy Transfer LP | Energy | $993K | 0.1% | 50K | -0.5% | |||
| 52 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $989K | 0.1% | 6,374 | -3% | |||
| 53 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE GRW STOCK | — | $974K | 0.1% | 20K | -16% | |||
| 54 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $957K | 0.1% | 4,142 | -16% | |||
| 55 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $927K | 0.1% | 25K | +174% | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $846K | 0.1% | 2,505 | -1% | |||
| 57 | $META | Meta Platforms, Inc. | Technology | $812K | 0.1% | 1,120 | — | |||
| 58 | $JPM | JPMORGAN CHASE & CO | Financials | $804K | 0.1% | 2,431 | +0.2% | |||
| 59 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $702K | 0.1% | 14K | -0.9% | |||
| 60 | $CAT | CATERPILLAR INC | Industrials | $662K | 0.1% | 816 | +0.1% | |||
| 61 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $595K | 0.1% | 12K | +85% | |||
| 62 | $CVX | CHEVRON CORP | Energy | $572K | 0.1% | 2,803 | +21% | |||
| 63 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $561K | 0.1% | 4,315 | +0.2% | |||
| 64 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $555K | 0.1% | 3,822 | +0.2% | |||
| 65 | — | VANGUARD WORLD FD - ENERGY ETF | — | $496K | 0.1% | 2,879 | +12% | |||
| 66 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $492K | 0.1% | 3,264 | New | |||
| 67 | $GOOGL | Alphabet Inc. | Technology | $470K | 0.1% | 1,365 | — | |||
| 68 | $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | Other | $448K | 0.1% | 50K | +11% | |||
| 69 | $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | Other | $437K | 0.1% | 44K | -10% | |||
| 70 | $ABBV | AbbVie Inc. | Healthcare | $431K | 0.1% | 1,648 | +15% | |||
| 71 | $UNP | UNION PACIFIC CORP | Industrials | $412K | 0.0% | 1,515 | -4% | |||
| 72 | $TSLA | Tesla, Inc. | Consumer Discretionary | $401K | 0.0% | 1,131 | +0.9% | |||
| 73 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $396K | 0.0% | 774 | +0.1% | |||
| 74 | $CSX | CSX CORP | Industrials | $393K | 0.0% | 8,457 | — | |||
| 75 | $SLV | iShares Silver Trust | Financials | $389K | 0.0% | 7,136 | -3% | |||
| 76 | $GLD | SPDR GOLD TRUST | Financials | $381K | 0.0% | 1,001 | -18% | |||
| 77 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $378K | 0.0% | 17K | +65% | |||
| 78 | — | ISHARES TR - CORE S&P500 ETF | — | $358K | 0.0% | 468 | — | |||
| 79 | $MIY | BLACKROCK MUNIYIELD MICHIGAN QUALITY FUND, INC. | Other | $358K | 0.0% | 32K | — | |||
| 80 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $348K | 0.0% | 1,225 | -5% | |||
| 81 | $GGG | GRACO INC | Industrials | $338K | 0.0% | 4,401 | +0.4% | |||
| 82 | $NVG | Nuveen AMT-Free Municipal Credit Income Fund | Other | $336K | 0.0% | 32K | — | |||
| 83 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $319K | 0.0% | 4,133 | -2% | |||
| 84 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $317K | 0.0% | 1,002 | -1% | |||
| 85 | $KO | COCA COLA CO | Consumer Staples | $316K | 0.0% | 3,674 | — | |||
| 86 | $SII | SPROTT INC. | Financials | $313K | 0.0% | 6,600 | — | |||
| 87 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $313K | 0.0% | 511 | — | |||
| 88 | $CSCO | CISCO SYSTEMS, INC. | Technology | $312K | 0.0% | 2,901 | +19% | |||
| 89 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $299K | 0.0% | 1,161 | — | |||
| 90 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $296K | 0.0% | 2,938 | — | |||
| 91 | $MRK | Merck & Co., Inc. | Healthcare | $290K | 0.0% | 1,994 | — | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $287K | 0.0% | 4,077 | +0.6% | |||
| 93 | — | SCHWAB STRATEGIC TR - CORE BOND ETF | — | $282K | 0.0% | 12K | -11% | |||
| 94 | $EMR | EMERSON ELECTRIC CO | Industrials | $280K | 0.0% | 1,807 | +12% | |||
| 95 | — | ARK ETF TR - INNOVATION ETF | — | $280K | 0.0% | 3,140 | +0.8% | |||
| 96 | $AGNC | AGNC Investment Corp. | Real Estate | $279K | 0.0% | 31K | — | |||
| 97 | $PLTR | Palantir Technologies Inc. | Technology | $272K | 0.0% | 1,456 | New | |||
| 98 | $USB | US BANCORP \DE\ | Financials | $259K | 0.0% | 4,492 | +11% | |||
| 99 | $MCD | MCDONALDS CORP | Consumer Discretionary | $247K | 0.0% | 1,071 | -6% | |||
| 100 | $WK | WORKIVA INC | Technology | $241K | 0.0% | 3,619 | New | |||
| 101 | — | EA SERIES TRUST - STRIVE 500 ETF | — | $241K | 0.0% | 4,881 | +0.0% | |||
| 102 | $OTTR | Otter Tail Corp | Utilities | $241K | 0.0% | 2,732 | +0.6% | |||
| 103 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $232K | 0.0% | 3,448 | +0.5% | |||
| 104 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $231K | 0.0% | 1,418 | New | |||
| 105 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $224K | 0.0% | 1,554 | +1% | |||
| 106 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $223K | 0.0% | 2,694 | -54% | |||
| 107 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $221K | 0.0% | 484 | — | |||
| 108 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $213K | 0.0% | 2,381 | -10% | |||
| 109 | $IQI | Invesco Quality Municipal Income Trust | Other | $210K | 0.0% | 24K | — | |||
| 110 | $MCK | MCKESSON CORP | Consumer Staples | $208K | 0.0% | 243 | New | |||
| 111 | $VKQ | Invesco Municipal Trust | Other | $206K | 0.0% | 24K | — | |||
| 112 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $204K | 0.0% | 225 | New | |||
| 113 | $INTC | INTEL CORP | Technology | $204K | 0.0% | 1,698 | +6% | |||
| 114 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $204K | 0.0% | 944 | New | |||
| 115 | $IAU | ISHARES GOLD TRUST | Financials | $203K | 0.0% | 2,595 | -32% | |||
| 116 | $VLO | VALERO ENERGY CORP/TX | Energy | $201K | 0.0% | 520 | New | |||
| 117 | $MMD | NYLIM MacKay DefinedTerm Muni Opportunities Fund | Other | $191K | 0.0% | 14K | — | |||
| 118 | $NAD | Nuveen Quality Municipal Income Fund | Other | $150K | 0.0% | 15K | -7% | |||
| 119 | $EVN | Eaton Vance Municipal Income Trust | — | $126K | 0.0% | 14K | — | |||
| 120 | $PNI | PIMCO NEW YORK MUNICIPAL INCOME FUND II | Other | $100K | 0.0% | 16K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 54 added to, 35 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$492Kfirst bought this quarter
$PLTRPalantir Technologies Inc.$272K
first bought this quarter
$WKWORKIVA INC$241K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$231K
first bought this quarter
$MCKMCKESSON CORP$208K
first bought this quarter
$COSTCOSTCO WHOLESALE CORP /NEW$204K
first bought this quarter
+2 more in the Excel export
Added to (54)
- SCHWAB STRATEGIC TR - US LRG CAP ETF+159%
now $26.3M
- VANGUARD WORLD FD - INF TECH ETF+7%
now $187.4M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+6%
now $140.2M
- VANGUARD STAR FDS - VG TL INTL STK F+300%
now $8.3M
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL+292%
now $6.5M
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+208%
now $6.1M
+48 more in the Excel export
Trimmed (35)
- SCHWAB STRATEGIC TR - US BRD MKT ETF-12%
now $100.6M
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-14%
now $23.1M
- VANGUARD WHITEHALL FDS - INTL DVD ETF-13%
now $17.2M
$QQQINVESCO QQQ TRUST, SERIES 1-16%
now $3.3M · held 11+ qtrs, 2 trims in a row
- SCHWAB STRATEGIC TR - US DIVIDEND EQ-9%
now $5.3M
- VANGUARD INDEX FDS - EXTEND MKT ETF-7%
now $7.5M
+29 more in the Excel export
Sold out (7)
$QSQuantumScape Corpwas $537K
held 4 qtrs
$XELXCEL ENERGY INCwas $276K
held 8 qtrs
- SPDR SERIES TRUST - ST STR P500ETFwas $271K
$IARTINTEGRA LIFESCIENCES HOLDINGS CORPwas $252K
held 5 qtrs
- VANGUARD SCOTTSDALE FDS - INT-TERM CORPwas $251K
- ARK ETF TR - AUTNMUS TECHNLGYwas $208K
+1 more in the Excel export
Holdings by quarter
Every 13F Compass Financial Group, INC/SD has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Compass Financial Group?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Compass Financial Group's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 5% over the last 4
Top 10 weight
78%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Compass Financial Group, INC/SD disclosed 120 positions worth $922.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 7 — including a new stake in $SPCX and a full exit from $QS. The portfolio is most concentrated in Other (94.8% of disclosed assets). All figures are sourced directly from Compass Financial Group, INC/SD’s Form 13F-HR filing with the SEC under CIK 1964835.
Funds like this
managers whose biggest positions overlap Compass Financial Group'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Compass Financial Group, INC/SD
13F Pro is an AI hedge fund tracker and stock research platform. For Compass Financial Group, INC/SD (SEC CIK: 1964835), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Compass Financial Group, INC/SD's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.