Holdings
Compass Financial Services Inc
As of Jun 30, 2026, Compass Financial Services Inc reported 12 positions worth US$9.11M. Largest: Caseys General Stores, Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caseys General Stores, Inc. | 3,403 | US$2.7M | −21 | Jun 30, 2026 |
| Apple Inc | 5,936 | US$1.72M | −3 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,600 | US$929K | +581 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,489 | US$745K | no change | Jun 30, 2026 |
| Microsoft Corp. | 1,953 | US$728K | −29 | Jun 30, 2026 |
| Deere & Company | 883 | US$560K | +2 | Jun 30, 2026 |
| Walmart Inc. | 3,640 | US$412K | −74 | Jun 30, 2026 |
| Abbvie Inc. | 1,242 | US$313K | +9 | Jun 30, 2026 |
| Wells Fargo & Company | 3,442 | US$284K | −823 | Jun 30, 2026 |
| Exxon Mobil Corporation | 1,875 | US$256K | +2 | Jun 30, 2026 |