MondegarAI
COMPASS CAPITAL CORP /MA/ /ADV

Q2 2025 · 13F-HR

COMPASS CAPITAL CORP /MA/ /ADVholdings as filed

Filed 2025-08-11 · accession 0001376474-25-000722

$212.2M
Reported value
176
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · COMPASS CAPITAL CORP /MA/ /ADV · Q2 2025

AI · grounded in 13F

COMPASS CAPITAL CORP /MA/ /ADV established a new position in MSFT worth $7.98M. The fund also initiated new stakes in NVDA for $6.97M and AAPL for $6.82M. Other new additions include MTBA at $6.51M and VOOG at $6.00M. Total assets under management stand at $212.2M across 176 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$8.0M3.76%17,314CommonNONE
67066G104NVDANVIDIA CORPORATION$7.0M3.28%42,120CommonNONE
037833100AAPLAPPLE INC$6.8M3.21%31,496CommonNONE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$6.5M3.07%129,870CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$6.0M2.83%17,966CommonNONE
023135106AMZNAMAZON COM INC$5.5M2.60%26,265CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.4M2.54%36,943CommonNONE
81589A700SEIESEI EXCHANGE TRADED FUNDS$5.3M2.50%178,825CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.2M2.43%8,527CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$5.1M2.40%213,540CommonNONE
922908769VTIVANGUARD INDEX FDS$3.8M1.78%12,416CommonNONE
922908736VUGVANGUARD INDEX FDS$3.7M1.74%8,228CommonNONE
30303M102METAMETA PLATFORMS INC$3.7M1.72%5,706CommonNONE
64110L106NFLXNETFLIX INC$3.3M1.56%2,871CommonNONE
02079K305GOOGLALPHABET INC$3.2M1.51%18,142CommonNONE
78464A409SPYGSPDR SERIES TRUST$3.0M1.43%30,480CommonNONE
30231G102XOMEXXON MOBIL CORP$2.7M1.26%23,200CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.6M1.22%37,877CommonNONE
33740F540CRPTFIRST TR EXCHNG TRADED FD VI$2.5M1.19%108,604CommonNONE
443201108HWMHOWMET AEROSPACE INC$2.5M1.17%18,992CommonNONE
464288414MUBISHARES TR$2.5M1.16%23,441CommonNONE
46090E103QQQINVESCO QQQ TR$2.5M1.16%4,652CommonNONE
38149W614GSCGOLDMAN SACHS ETF TR$2.5M1.16%51,996CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.4M1.14%37,882CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M1.14%2,467CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.4M1.13%21,436CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$2.3M1.09%52,092CommonNONE
02079K107GOOGALPHABET INC$2.3M1.08%12,317CommonNONE
532457108LLYELI LILLY & CO$2.2M1.02%2,772CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M1.00%4,749CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.1M1.00%9,072CommonNONE
81589A601SEEMSEI EXCHANGE TRADED FUNDS$2.1M0.99%74,853CommonNONE
81589A502SEISSEI EXCHANGE TRADED FUNDS$2.0M0.95%77,835CommonNONE
931142103WMTWALMART INC$2.0M0.93%20,445CommonNONE
46438R105ETHAISHARES ETHEREUM TR$2.0M0.92%59,894CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$1.9M0.89%46,689CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.8M0.87%10,109CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.8M0.85%31,031CommonNONE
46435G326IDEVISHARES TR$1.8M0.84%25,204CommonNONE
98980G102ZSZSCALER INC$1.6M0.75%7,837CommonNONE
46429B697USMVISHARES TR$1.6M0.74%17,047CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.6M0.73%21,221CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.5M0.72%2,671CommonNONE
512807306LRCXLAM RESEARCH CORP$1.5M0.70%19,837CommonNONE
88160R101TSLATESLA INC$1.5M0.70%4,365CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.67%28,789CommonNONE
922908751VBVANGUARD INDEX FDS$1.4M0.65%5,847CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.4M0.64%10,324CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.60%26,748CommonNONE
717081103PFEPFIZER INC$1.3M0.59%50,072CommonNONE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$1.2M0.59%28,582CommonNONE
922908744VTVVANGUARD INDEX FDS$1.2M0.58%6,893CommonNONE
631103108NDAQNASDAQ INC$1.2M0.58%15,995CommonNONE
00162Q452AMLPALPS ETF TR$1.2M0.56%24,549CommonNONE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$1.2M0.56%32,709CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.2M0.55%15,918CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$1.1M0.53%37,827CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.1M0.53%40,298CommonNONE
92204A801VAWVANGUARD WORLD FD$1.1M0.52%5,906CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.51%5,888CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.50%6,760CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.50%1,329CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$961,7080.45%1,919CommonNONE
244199105DEDEERE & CO$944,5390.45%1,857CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$943,0090.44%37,406CommonNONE
57636Q104MAMASTERCARD INCORPORATED$926,5770.44%1,634CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$924,3580.44%9,970CommonNONE
437076102HDHOME DEPOT INC$916,1100.43%2,444CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$851,0750.40%40,790CommonNONE
922908538VOTVANGUARD INDEX FDS$829,1900.39%2,910CommonNONE
78464A375SPIBSPDR SERIES TRUST$804,7380.38%24,199CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$793,0630.37%18,848CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$792,8520.37%26,025CommonNONE
580135101MCDMCDONALDS CORP$766,6350.36%2,531CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$754,4930.36%2,597CommonNONE
922908629VOVANGUARD INDEX FDS$737,8450.35%2,770CommonNONE
46434V407SHYGISHARES TR$697,4120.33%16,251CommonNONE
464287655IWMISHARES TR$697,1720.33%3,164CommonNONE
58933Y105MRKMERCK & CO INC$681,6850.32%8,520CommonNONE
025816109AXPAMERICAN EXPRESS CO$648,5900.31%2,035CommonNONE
922908611VBRVANGUARD INDEX FDS$636,3730.30%3,195CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$628,0390.30%3,585CommonNONE
743315103PGRPROGRESSIVE CORP$628,0060.30%2,549CommonNONE
149123101CATCATERPILLAR INC$612,6070.29%1,504CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$607,9920.29%6,665CommonNONE
82889N657TUASIMPLIFY EXCHANGE TRADED FUN$578,9570.27%26,531CommonNONE
94106L109WMWASTE MGMT INC DEL$568,6560.27%2,492CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$564,1350.27%14,211CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$558,5840.26%21,320CommonNONE
53656F607HLALLISTED FDS TR$557,0820.26%9,955CommonNONE
11135F101AVGOBROADCOM INC$549,3430.26%1,799CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$537,9230.25%10,904CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$525,0010.25%41,001CommonNONE
46432F396MTUMISHARES TR$524,3240.25%2,634CommonNONE
20825C104COPCONOCOPHILLIPS$523,0790.25%4,972CommonNONE
00724F101ADBEADOBE INC$515,2470.24%1,450CommonNONE
191216100KOCOCA COLA CO$511,6530.24%7,344CommonNONE
68389X105ORCLORACLE CORP$509,8640.24%2,019CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$495,0670.23%10,919CommonNONE
46434G103IEMGISHARES INC$488,1040.23%7,958CommonNONE
922908512VOEVANGUARD INDEX FDS$487,0620.23%2,915CommonNONE
922020805VTIPVANGUARD MALVERN FDS$485,3500.23%9,651CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$484,6010.23%1,936CommonNONE
00214Q203ARKQARK ETF TR$470,6750.22%6,151CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$458,0080.22%26,910CommonNONE
92826C839VVISA INC$452,3890.21%1,351CommonNONE
58155Q103MCKMCKESSON CORP$452,3310.21%634CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$451,0300.21%2,462CommonNONE
34959E109FTNTFORTINET INC$443,8320.21%4,353CommonNONE
74762E102QUREQUANTA SVCS INC$437,9660.21%1,142CommonNONE
78468R606SPHYSPDR SERIES TRUST$420,0180.20%17,756CommonNONE
82889N830CDXSIMPLIFY EXCHANGE TRADED FUN$414,6500.20%17,896CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$414,5150.20%17,798CommonNONE
808524607SCHASCHWAB STRATEGIC TR$412,1110.19%15,995CommonNONE
172908105CTASCINTAS CORP$397,2910.19%1,776CommonNONE
718172109PMPHILIP MORRIS INTL INC$397,1290.19%2,370CommonNONE
90138F102TWLOTWILIO INC$394,8050.19%3,395CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$391,7470.18%5,152CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$389,1120.18%1,893CommonNONE
464287499IWRISHARES TR$385,7550.18%4,162CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$384,5470.18%14,960CommonNONE
04010L103ARCCARES CAPITAL CORP$379,0600.18%17,196CommonNONE
084423102WRBBERKLEY W R CORP$378,6460.18%5,441CommonNONE
46432F842IEFAISHARES TR$377,0190.18%4,475CommonNONE
25434V674DFSBDIMENSIONAL ETF TRUST$354,4920.17%6,733CommonNONE
872590104TMUST-MOBILE US INC$349,4250.16%1,423CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$344,2570.16%12,867CommonNONE
872540109TJXTJX COS INC NEW$342,0070.16%2,589CommonNONE
253868103DLRDIGITAL RLTY TR INC$337,4990.16%1,984CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$336,4430.16%785CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$328,0910.15%711CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$326,2440.15%4,380CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$309,8740.15%8,697CommonNONE
166764100CVXCHEVRON CORP NEW$309,2750.15%2,012CommonNONE
718546104PSXPHILLIPS 66$308,9740.15%2,389CommonNONE
053332102AZOAUTOZONE INC$306,1640.14%82CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$305,5590.14%1,197CommonNONE
478160104JNJJOHNSON & JOHNSON$303,8600.14%1,751CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$302,7430.14%7,141CommonNONE
458140100INTCINTEL CORP$301,9710.14%13,078CommonNONE
922908595VBKVANGUARD INDEX FDS$297,4860.14%1,065CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$294,7970.14%6,417CommonNONE
464287507IJHISHARES TR$290,9200.14%5,015CommonNONE
464288760ITAISHARES TR$290,8520.14%1,513CommonNONE
92204A702VGTVANGUARD WORLD FD$289,8540.14%414CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$279,9450.13%1,800CommonNONE
00214Q104ARKKARK ETF TR$270,9570.13%3,541CommonNONE
464287473IWSISHARES TR$269,3790.13%2,019CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$255,6290.12%4,675CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$254,4080.12%800CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$253,6830.12%3,194CommonNONE
02209S103MOALTRIA GROUP INC$250,7480.12%3,855CommonNONE
65339F101NEENEXTERA ENERGY INC$250,3490.12%3,466CommonNONE
25434V682DFSEDIMENSIONAL ETF TRUST$243,6340.11%6,247CommonNONE
701094104PHPARKER-HANNIFIN CORP$241,3620.11%332CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$241,0080.11%3,464CommonNONE
539830109LMTLOCKHEED MARTIN CORP$240,5740.11%508CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$240,4640.11%4,586CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$237,7150.11%2,305CommonNONE
82889N855PFIXSIMPLIFY EXCHANGE TRADED FUN$233,4960.11%4,318CommonNONE
40412C101HCAHCA HEALTHCARE INC$225,4690.11%590CommonNONE
922907746VTEBVANGUARD MUN BD FDS$224,7640.11%4,595CommonNONE
33738R688FIDFIRST TR EXCHANGE TRADED FD$224,6080.11%11,413CommonNONE
464288281EMBISHARES TR$223,8970.11%2,395CommonNONE
00287Y109ABBVABBVIE INC$221,3360.10%1,159CommonNONE
92189H300EMLCVANECK ETF TRUST$221,1680.10%8,787CommonNONE
443573100HUBSHUBSPOT INC$219,8100.10%392CommonNONE
26875P101EOGEOG RES INC$219,6490.10%1,895CommonNONE
464288513HYGISHARES TR$219,2290.10%2,732CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$216,1950.10%3,615CommonNONE
482480100KLACKLA CORP$215,2750.10%233CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$214,9670.10%371CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$213,2790.10%2,473CommonNONE
464286525ACWVISHARES INC$210,4000.10%1,781CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$209,1900.10%3,177CommonNONE
345370860FFORD MTR CO$204,3670.10%18,395CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.