Compass Financial Services Inc - Q12026 Holdings

Compass Financial Services Inc holds 56 stocks with a total portfolio value of $ 230.87M as of Q12026. In Q12026, Compass Financial Services Inc added 3 new positions, increased stakes in 34 stocks, reduced 17 holdings, and fully exited 241 positions. The largest holding is State Street (SPYM), representing 15.72% of the total portfolio.