§ 13F · FUND PROFILE
COMPASS CAPITAL MANAGEMENT, INC.
AUM · $1.7B (13F)Positions · 91Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$63M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | 493K | $87M | 5.2% | −54% |
| 2 | MRK | MERCK & CO INC | 567K | $73M | 4.4% | −52% |
| 3 | GOOGL | ALPHABET INC | 178K | $64M | 3.8% | −56% |
| 4 | MSFT | MICROSOFT CORP | 167K | $62M | 3.7% | −51% |
| 5 | JNJ | JOHNSON & JOHNSON | 237K | $60M | 3.6% | −51% |
| 6 | FAST | FASTENAL CO | 1.22M | $59M | 3.5% | −52% |
| 7 | V | VISA INC | 170K | $58M | 3.5% | −51% |
| 8 | NVDA | NVIDIA CORPORATION | 289K | $58M | 3.5% | −54% |
| 9 | LIN | LINDE PLC | 109K | $57M | 3.4% | −52% |
| 10 | SHW | SHERWIN WILLIAMS CO | 163K | $56M | 3.4% | −51% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMPASS SIGNAL
AC read
COMPASS CAPITAL MANAGEMENT, INC is a Other fund managing $1.7 billion in assets. The fund runs a portfolio of 91 positions.
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