Compass Financial Group, Inc. (Ohio)
Compass Financial Group, Inc. (Ohio) reported 48 holdings worth US$150M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Compass Financial Group, Inc. (Ohio) reported 48 holdings worth US$150M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Williams-sonoma, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$150M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 1,528 | US$306K | 0.20% |
| Apple Inc | 1,014 | US$293K | 0.20% |
| Williams-sonoma, Inc. | 1,089 | US$254K | 0.17% |
| Amazon.com, Inc. | 1,039 | US$248K | 0.17% |
| Lam Research Corporation | 475 | US$206K | 0.14% |