COMPASS CAPITAL CORP /MA/ /ADV
All 13F Filings
- Location
- Braintree, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 279,253
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 139.9 K | 50.1% | 0 | 83.67 K | -83.67 K |
| ETFs | 139.1 K | 49.9% | 102.8 K | 0 | 102.8 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
279,253
Holdings
202
QoQ value change ($000)
19,097
(7.3%)
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.