MondegarAI
COMPASS CAPITAL CORP /MA/ /ADV

Q3 2025 · 13F-HR

COMPASS CAPITAL CORP /MA/ /ADVholdings as filed

Filed 2025-11-12 · accession 0001376474-25-000914

$229.1M
Reported value
155
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · COMPASS CAPITAL CORP /MA/ /ADV · Q3 2025

AI · grounded in 13F

COMPASS CAPITAL CORP /MA/ /ADV established a new position in SPY valued at $13.86M. The fund also initiated new stakes in VOOG for $9.27M and MSFT for $8.97M. Additional new positions include AAPL at $8.45M and NVDA at $7.66M. Total assets under management stand at $229.06M across 155 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$13.9M6.05%20,399CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$9.3M4.05%20,848CommonNONE
594918104MSFTMICROSOFT CORP$9.0M3.92%17,791CommonNONE
037833100AAPLAPPLE INC$8.4M3.69%31,172CommonNONE
67066G104NVDANVIDIA CORPORATION$7.7M3.35%38,873CommonNONE
023135106AMZNAMAZON COM INC$6.6M2.88%26,622CommonNONE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$6.6M2.86%129,870CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.2M2.72%32,224CommonNONE
81589A700SEIESEI EXCHANGE TRADED FUNDS$5.6M2.46%178,825CommonNONE
02079K305GOOGLALPHABET INC$5.1M2.23%17,698CommonNONE
46090E103QQQINVESCO QQQ TR$4.1M1.77%6,538CommonNONE
30303M102METAMETA PLATFORMS INC$4.0M1.73%6,328CommonNONE
922908736VUGVANGUARD INDEX FDS$3.9M1.71%7,942CommonNONE
922908769VTIVANGUARD INDEX FDS$3.9M1.70%11,643CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$3.6M1.57%25,610CommonNONE
02079K107GOOGALPHABET INC$3.6M1.56%12,274CommonNONE
78464A409SPYGSPDR SERIES TRUST$3.3M1.42%30,480CommonNONE
64110L106NFLXNETFLIX INC$2.9M1.26%2,575CommonNONE
30231G102XOMEXXON MOBIL CORP$2.8M1.22%23,256CommonNONE
38149W614GSCGOLDMAN SACHS ETF TR$2.8M1.21%51,835CommonNONE
512807306LRCXLAM RESEARCH CORP$2.8M1.21%17,444CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.8M1.20%7,793CommonNONE
532457108LLYELI LILLY & CO$2.6M1.15%2,694CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.6M1.12%37,882CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M1.09%7,379CommonNONE
98980G102ZSZSCALER INC$2.4M1.03%7,196CommonNONE
81589A601SEEMSEI EXCHANGE TRADED FUNDS$2.3M1.02%74,853CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.3M0.99%38,604CommonNONE
931142103WMTWALMART INC$2.2M0.95%21,233CommonNONE
33740F540CRPTFIRST TR EXCHNG TRADED FD VI$2.2M0.94%112,549CommonNONE
443201108HWMHOWMET AEROSPACE INC$2.1M0.94%10,341CommonNONE
81589A502SEISSEI EXCHANGE TRADED FUNDS$2.1M0.93%77,835CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.1M0.92%9,619CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.1M0.92%2,298CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$2.1M0.91%48,577CommonNONE
46435G326IDEVISHARES TR$2.1M0.90%25,204CommonNONE
88160R101TSLATESLA INC$2.0M0.89%4,661CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.9M0.84%31,031CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.9M0.82%20,031CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.81%5,248CommonNONE
464288760ITAISHARES TR$1.7M0.74%8,112CommonNONE
46429B697USMVISHARES TR$1.6M0.70%17,047CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.6M0.70%30,150CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.6M0.69%2,671CommonNONE
922908751VBVANGUARD INDEX FDS$1.5M0.65%5,797CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.5M0.65%26,748CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.4M0.62%9,226CommonNONE
631103108NDAQNASDAQ INC$1.3M0.58%15,168CommonNONE
46438R105ETHAISHARES ETHEREUM TR$1.3M0.57%49,879CommonNONE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$1.3M0.57%28,582CommonNONE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$1.3M0.57%32,709CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.3M0.56%14,236CommonNONE
922908744VTVVANGUARD INDEX FDS$1.3M0.55%6,757CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.2M0.52%8,658CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.2M0.51%40,298CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$1.2M0.50%24,092CommonNONE
00162Q452AMLPALPS ETF TR$1.1M0.48%23,413CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.47%1,256CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.47%1,876CommonNONE
717081103PFEPFIZER INC$1.1M0.47%49,701CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$1.1M0.46%34,770CommonNONE
92204A801VAWVANGUARD WORLD FD$1.0M0.46%5,303CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.0M0.44%37,406CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$919,6690.40%4,875CommonNONE
742718109PGPROCTER AND GAMBLE CO$892,3780.39%6,068CommonNONE
149123101CATCATERPILLAR INC$884,9180.39%1,556CommonNONE
244199105DEDEERE & CO$873,8280.38%1,841CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$855,6290.37%26,025CommonNONE
922908538VOTVANGUARD INDEX FDS$836,7560.37%2,910CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$823,6560.36%2,597CommonNONE
922908629VOVANGUARD INDEX FDS$820,5310.36%2,815CommonNONE
025816109AXPAMERICAN EXPRESS CO$780,2660.34%2,120CommonNONE
464287655IWMISHARES TR$770,2760.34%3,164CommonNONE
58933Y105MRKMERCK & CO INC$765,6500.33%8,520CommonNONE
57636Q104MAMASTERCARD INCORPORATED$736,4740.32%1,330CommonNONE
922908611VBRVANGUARD INDEX FDS$713,3460.31%3,431CommonNONE
437076102HDHOME DEPOT INC$711,3140.31%1,913CommonNONE
46432F842IEFAISHARES TR$698,1810.30%7,821CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$689,3700.30%41,001CommonNONE
580135101MCDMCDONALDS CORP$684,3310.30%2,268CommonNONE
00214Q203ARKQARK ETF TR$672,5980.29%5,865CommonNONE
46432F396MTUMISHARES TR$659,2110.29%2,634CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$651,7700.28%6,665CommonNONE
478160104JNJJOHNSON & JOHNSON$619,5270.27%3,254CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$611,7140.27%14,683CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$609,6540.27%19,232CommonNONE
53656F607HLALLISTED FDS TR$609,5450.27%9,955CommonNONE
464287499IWRISHARES TR$584,7530.26%6,070CommonNONE
58155Q103MCKMCKESSON CORP$581,2050.25%676CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$557,2790.24%21,320CommonNONE
46434G103IEMGISHARES INC$544,5260.24%7,958CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$517,6400.23%16,535CommonNONE
458140100INTCINTEL CORP$504,9640.22%13,133CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$493,4270.22%1,702CommonNONE
922908512VOEVANGUARD INDEX FDS$491,8570.21%2,805CommonNONE
68389X105ORCLORACLE CORP$489,1130.21%2,077CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$486,9860.21%2,719CommonNONE
94106L109WMWASTE MGMT INC DEL$473,6190.21%2,362CommonNONE
20825C104COPCONOCOPHILLIPS$450,1650.20%4,972CommonNONE
025932104AFGAMERICAN FINL GROUP INC OHIO$446,3480.19%3,137CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$442,5460.19%1,411CommonNONE
464287200IVVISHARES TR$432,4920.19%632CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$431,2840.19%741CommonNONE
00214Q104ARKKARK ETF TR$412,0880.18%5,047CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$411,8150.18%1,896CommonNONE
808524607SCHASCHWAB STRATEGIC TR$403,8760.18%14,419CommonNONE
718172109PMPHILIP MORRIS INTL INC$397,2180.17%2,537CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$396,4970.17%6,594CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$394,4810.17%5,786CommonNONE
872540109TJXTJX COS INC NEW$393,0250.17%2,695CommonNONE
191216100KOCOCA COLA CO$390,2280.17%5,533CommonNONE
084423102WRBBERKLEY W R CORP$389,4040.17%5,135CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$374,1420.16%5,167CommonNONE
78464A862XSDSPDR SERIES TRUST$372,2870.16%1,113CommonNONE
922908595VBKVANGUARD INDEX FDS$362,1210.16%1,202CommonNONE
25434V674DFSBDIMENSIONAL ETF TRUST$358,6150.16%6,759CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$356,8190.16%640CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$353,3600.15%800CommonNONE
04010L103ARCCARES CAPITAL CORP$348,8210.15%17,196CommonNONE
718546104PSXPHILLIPS 66$332,4150.15%2,397CommonNONE
464287507IJHISHARES TR$326,8030.14%5,015CommonNONE
172908105CTASCINTAS CORP$325,2970.14%1,746CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$323,4990.14%7,141CommonNONE
053332102AZOAUTOZONE INC$316,9250.14%85CommonNONE
92204A702VGTVANGUARD WORLD FD$315,9940.14%410CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$314,9660.14%4,380CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$310,7720.14%3,464CommonNONE
872590104TMUST-MOBILE US INC$306,5260.13%1,448CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$301,9950.13%1,070CommonNONE
482480100KLACKLA CORP$297,8070.13%248CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$290,8260.13%1,800CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$290,5350.13%16,313CommonNONE
65339F101NEENEXTERA ENERGY INC$290,3580.13%3,392CommonNONE
464287473IWSISHARES TR$282,4380.12%2,019CommonNONE
464287614IWFISHARES TR$279,2270.12%580CommonNONE
25434V682DFSEDIMENSIONAL ETF TRUST$270,8910.12%6,450CommonNONE
00287Y109ABBVABBVIE INC$268,7360.12%1,229CommonNONE
345370860FFORD MTR CO$258,4810.11%19,304CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$252,0720.11%2,122CommonNONE
880770102TERTERADYNE INC$251,4920.11%1,366CommonNONE
697435105PANWPALO ALTO NETWORKS INC$242,2540.11%1,118CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$233,2100.10%2,477CommonNONE
26875P101EOGEOG RES INC$231,5140.10%2,104CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$230,3380.10%2,329CommonNONE
539830109LMTLOCKHEED MARTIN CORP$229,6540.10%508CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$226,6490.10%7,930CommonNONE
003261104BCIABRDN ETFS$224,3770.10%9,891CommonNONE
166764100CVXCHEVRON CORP NEW$223,7110.10%1,426CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$220,0890.10%3,689CommonNONE
464286525ACWVISHARES INC$218,4020.10%1,821CommonNONE
88636R800PLTYTIDAL TRUST II$216,9960.09%8,450CommonNONE
92826C839VVISA INC$214,0770.09%637CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$213,6040.09%1,551CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$210,6740.09%1,745CommonNONE
00724F101ADBEADOBE INC$205,3630.09%619CommonNONE

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.