Holdings of Compass Wealth Management LLC
70 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 36.1 % of the equity sleeve
Sector breakdown
- Technology 24.7 %
- Communication 7.6 %
- Financials 6.8 %
- Health care 6.5 %
- Industrials 6.3 %
- Consumer discretionary 5.9 %
- Energy 5.3 %
- Consumer staples 4.7 %
- Materials 3.8 %
- Real estate 2.3 %
- Funds 0.5 %
- Unattributed 25.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 69 | 372.4M $ | 97.64 % |
| 2 | TW | 1 | 9M $ | 2.36 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Broadcom Inc | 82,338 | 25.5M $ | |
| 2 | Invesco S&P 500 Equal Weight ETF | 116,864 | 22.4M $ | |
| 3 | Applied Materials Inc | 38,152 | 13M $ | |
| 4 | Alphabet Inc | 44,900 | 12.9M $ | |
| 5 | Advanced Energy Industries Inc | 39,078 | 12.6M $ | |
| 6 | Alphabet Inc | 39,445 | 11.3M $ | |
| 7 | JPMorgan Chase & Co | 36,988 | 10.9M $ | |
| 8 | VF Corp | 618,821 | 10.5M $ | |
| 9 | Danaher Corp | 49,278 | 9.3M $ | |
| 10 | Taiwan Semiconductor Manufacturing Co Ltd | 26,581 | 9M $ | |
| 11 | Chevron Corp | 42,654 | 8.8M $ | |
| 12 | Air Products and Chemicals Inc | 29,363 | 8.5M $ | |
| 13 | Constellation Brands Inc | 56,003 | 8.4M $ | |
| 14 | TJX Cos Inc/The | 50,102 | 8M $ | |
| 15 | Starbucks Corp | 86,798 | 7.8M $ | |
| 16 | Scotts Miracle-Gro Co/The | 122,467 | 7.4M $ | |
| 17 | Corning Inc | 53,426 | 7.3M $ | |
| 18 | Walmart Inc | 54,497 | 6.8M $ | |
| 19 | SPDR Series Trust | 87,820 | 6.7M $ | |
| 20 | RTX Corp | 33,662 | 6.5M $ | |
| 21 | Phillips 66 | 34,737 | 6.3M $ | |
| 22 | Option Care Health Inc | 234,498 | 6.3M $ | |
| 23 | Crown Castle Inc | 72,607 | 5.9M $ | |
| 24 | Marriott International Inc/MD | 17,524 | 5.7M $ | |
| 25 | AbbVie Inc | 26,128 | 5.7M $ | |
| 26 | HCA Healthcare Inc | 11,051 | 5.2M $ | |
| 27 | Entegris Inc | 44,363 | 5.2M $ | |
| 28 | Mid-America Apartment Communities, Inc. | 42,220 | 5.2M $ | |
| 29 | Williams Cos Inc/The | 68,448 | 5M $ | |
| 30 | EOG Resources Inc | 34,222 | 4.9M $ | |
| 31 | Netflix Inc | 51,415 | 4.9M $ | |
| 32 | Cisco Systems, Inc. | 63,668 | 4.9M $ | |
| 33 | Microsoft Corp | 13,268 | 4.9M $ | |
| 34 | Rocket Cos Inc | 344,571 | 4.9M $ | |
| 35 | Moog Inc | 16,122 | 4.7M $ | |
| 36 | Blackstone Inc | 38,646 | 4.4M $ | |
| 37 | SPDR Series Trust | 73,692 | 4.4M $ | |
| 38 | Uber Technologies Inc | 58,874 | 4.2M $ | |
| 39 | SPDR Series Trust | 83,250 | 4M $ | |
| 40 | FedEx Corp | 11,285 | 4M $ | |
| 41 | Veeva Systems Inc | 22,714 | 4M $ | |
| 42 | Kinder Morgan, Inc. | 118,561 | 4M $ | |
| 43 | Jacobs Solutions Inc | 29,212 | 3.7M $ | |
| 44 | American Express Co | 11,861 | 3.6M $ | |
| 45 | Nucor Corp | 21,054 | 3.6M $ | |
| 46 | Travelers Cos Inc/The | 11,985 | 3.5M $ | |
| 47 | BWX Technologies Inc | 16,725 | 3.4M $ | |
| 48 | Waste Management Inc | 14,558 | 3.3M $ | |
| 49 | Charles Schwab Corp/The | 31,969 | 3M $ | |
| 50 | Fidelity National Information Services Inc | 63,769 | 3M $ | |
| 51 | Apple Inc | 10,947 | 2.8M $ | |
| 52 | American Tower Corp | 15,663 | 2.7M $ | |
| 53 | Abbott Laboratories | 25,473 | 2.6M $ | |
| 54 | PepsiCo Inc | 16,582 | 2.6M $ | |
| 55 | Vanguard Short-term Bond Etf | 31,721 | 2.5M $ | |
| 56 | Pool Corp | 10,432 | 2.1M $ | |
| 57 | Novartis AG | 12,847 | 2M $ | |
| 58 | Lattice Semiconductor Corp | 20,618 | 1.9M $ | |
| 59 | iShares Core S&P Small-Cap ETF | 14,524 | 1.8M $ | |
| 60 | Emerson Electric Co. | 13,118 | 1.7M $ | |
| 61 | Freeport-McMoRan Inc | 22,550 | 1.3M $ | |
| 62 | SPDR Series Trust | 24,153 | 1.3M $ | |
| 63 | Rio Tinto PLC | 12,880 | 1.2M $ | |
| 64 | NIKE Inc | 18,058 | 953.8K $ | |
| 65 | W R Berkley Corp | 13,331 | 883.6K $ | |
| 66 | Vanguard FTSE Developed Markets ETF | 12,022 | 770.4K $ | |
| 67 | Carrier Global Corp | 12,046 | 678.3K $ | |
| 68 | Varonis Systems Inc | 31,023 | 666.1K $ | |
| 69 | Citizens Financial Group Inc | 10,700 | 641.7K $ | |
| 70 | Tetra Tech Inc | 15,125 | 455.6K $ | |