Compass Planning Associates Inc
Compass Planning Associates Inc reported 35 holdings worth US$191M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Compass Planning Associates Inc reported 35 holdings worth US$191M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Abbvie Inc. and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$191M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 1,968 | US$671K | 0.35% |
| Abbvie Inc. | 991 | US$259K | 0.14% |
| Microsoft Corp. | 439 | US$225K | 0.12% |
| Keel Infrastructure Corp. | 17,318 | US$61,133 | 0.03% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |