AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Compass Financial Services Inc
1. Portfolio Overview
Compass Financial Services Inc manages a portfolio with a total value of $190.32 million as of September 30, 2025. This represents a decrease of 7.8% from the previous quarter's value of $206.47 million. The portfolio is highly diversified across 181 individual holdings. The investment strategy appears to be predominantly a "core-satellite" approach or a model-based portfolio constru...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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