COMPASS CAPITAL MANAGEMENT, INC: 13F holdings
CIK 10021522026Q2
| Positions | 91 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 91 (+4 vs prior quarter) |
|---|
| Reported value | $1.7bn (+0.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APH AMPHENOL CORP | 493,086 | $86.9m | 5.2% |
| MRK MERCK & CO INC | 567,099 | $72.9m | 4.4% |
| GOOGL ALPHABET INC | 178,203 | $63.7m | 3.8% |
| MSFT MICROSOFT CORP | 166,539 | $62.1m | 3.7% |
| JNJ JOHNSON & JOHNSON | 236,718 | $60.1m | 3.6% |
| FAST FASTENAL CO | 1,223,702 | $58.8m | 3.5% |
| V VISA INC | 170,303 | $58.4m | 3.5% |
| NVDA NVIDIA CORPORATION | 289,399 | $57.9m | 3.5% |
| LINDE PLC | 109,275 | $56.7m | 3.4% |
| SHW SHERWIN WILLIAMS CO | 163,406 | $56.3m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1002152")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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