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COMPASS CAPITAL CORP /MA/ /ADV
COMPASS CAPITAL CORP /MA/ /ADV
Latest filing: 2026-06-30
COMPASS CAPITAL CORP /MA/ /ADV runs COMPASS CAPITAL CORP /MA/ /ADV and currently holds 205 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $307.26M. Their top holdings are QQQ, NVDA, SPY, VOOG, AAPL. The top five represent 21.9% of reported portfolio weight. COMPASS CAPITAL CORP /MA/ /ADV ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, COMPASS CAPITAL CORP /MA/ /ADV initiated 3 new positions. They added to 43 existing positions. They trimmed 52 positions. Their current best-performing preview position is VGT with returns of +235.81%.
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205 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 7.56% | $692.97 | $713.44 | +2.95% | Added +363.29% |
 NVDA NVIDIA CORPORATION | 3.96% | $152.51 | $214.76 | +40.82% | Added +35.33% |
 SPY STATE STR SPDR S&P 500 ETF T | 3.94% | $629.08 | $765.62 | +21.70% | Trimmed -4.61% |
 VOOG VANGUARD ADMIRAL FDS INC | 3.33% | $67.05 | $83.46 | +24.47% | Trimmed -1.44% |
 AAPL APPLE INC | 3.11% | $250.47 | $309.35 | +23.51% | Trimmed -1.26% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 2.82% | $471.92 | $495.77 | +5.05% | Trimmed -3.66% |
 MSFT MICROSOFT CORP | 2.77% | $424.75 | $483.24 | +13.77% | Trimmed -2.71% |
 PLTR PALANTIR TECHNOLOGIES INC | 2.52% | $102.17 | $179.94 | +76.12% | Trimmed -3.26% |
 MTBA SIMPLIFY EXCHANGE TRADED FUN | 2.44% | $49.84 | $48.64 | -2.42% | Trimmed -8.63% |
 AMZN AMAZON COM INC | 2.29% | $219.70 | $258.63 | +17.72% | Trimmed -2.37% |
Showing 1-10 of 205