IE
Insider Edges

COMPASS CAPITAL CORP /MA/ /ADV 13F portfolio summary

COMPASS CAPITAL CORP /MA/ /ADV of COMPASS CAPITAL CORP /MA/ /ADV has 198 current stock holdings with a reported portfolio value of $279.3M. The portfolio 1 year return is +17.95%. Top holdings include UPS (0.00%), QQQ (0.00%), SPY (0.00%), BITW (0.00%), VOOG (3.91%).

Back to investors

COMPASS CAPITAL CORP /MA/ /ADV

COMPASS CAPITAL CORP /MA/ /ADV
Latest filing: 2026-03-31

COMPASS CAPITAL CORP /MA/ /ADV runs COMPASS CAPITAL CORP /MA/ /ADV and currently holds 198 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $279.25M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COMPASS CAPITAL CORP /MA/ /ADV ranks #938 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COMPASS CAPITAL CORP /MA/ /ADV's portfolio at COMPASS CAPITAL CORP /MA/ /ADV has delivered returns of +17.95%. Their 3-year annualized return is +14.35%. Looking at the 5-year horizon, COMPASS CAPITAL CORP /MA/ /ADV has achieved +14.35% annualized returns at COMPASS CAPITAL CORP /MA/ /ADV.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.95%
#748/1000
3 Year
+14.35%
#941/1000
5 Year
+14.35%
#936/1000

Portfolio Value

$279.25M

Alpha Score

13.3

#938 of 1000

Holdings

198

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change