COMPASS CAPITAL CORP /MA/ /ADV
All 13F Filings
- Location
- Braintree, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 307,257
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 205 | 307,257 | 13F-HR | COMPASS CAPITAL CORP /MA/ /ADV |
| Q1 2026 | 5/8/2026 | 202 | 279,253 | 13F-HR | COMPASS CAPITAL CORP /MA/ /ADV |
| Q4 2025 | 2/12/2026 | 187 | 260,156 | 13F-HR | COMPASS CAPITAL CORP /MA/ /ADV |
| Q3 2025 | 11/12/2025 | 155 | 229,061 | 13F-HR | COMPASS CAPITAL CORP /MA/ /ADV |
| Q2 2025 | 8/11/2025 | 176 | 212,200 | 13F-HR | COMPASS CAPITAL CORP /MA/ /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 146.2 K | 47.6% | 6.353 K | 0 | 6.353 K |
| ETFs | 160.8 K | 52.4% | 21.65 K | 0 | 21.65 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
307,257
Holdings
205
QoQ value change ($000)
28,004
(10.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.