Compass Planning Associates Inc
Compass Planning Associates Inc reported 33 holdings worth US$185M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Compass Planning Associates Inc reported 33 holdings worth US$185M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Keel Infrastructure Corp. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$185M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 1,707 | US$610K | 0.33% |
| Berkshire Hathaway Inc. | 526 | US$263K | 0.14% |
| Keel Infrastructure Corp. | 17,318 | US$99,405 | 0.05% |
| Microsoft Corp. | 0 | US$0 | 0.00% |