Holdings
Compass Planning Associates Inc
As of Sep 30, 2026, Compass Planning Associates Inc reported 4 positions worth US$1.22M. Largest: Alphabet Inc (google) Class C, Abbvie Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 1,968 | US$671K | +261 | Sep 30, 2026 |
| Abbvie Inc. | 991 | US$259K | new | Sep 30, 2026 |
| Microsoft Corp. | 439 | US$225K | new | Sep 30, 2026 |
| Keel Infrastructure Corp. | 17,318 | US$61,133 | no change | Sep 30, 2026 |