First seen by DFX
Sep 12, 2026
date not stated
Compass Capital Corp /ma/ /adv files Form 13F (non_adviser_filer, $260,156,261 in 187 positions)
First seen by DFX
Sep 12, 2026
date not stated
Compass Capital Corp /ma/ /adv: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Compass Capital Corp /ma/ /adv reported $279,252,522 across 202 13(f) positions for the quarter ended 2026-03-31
Compass Capital Corp /ma/ /adv exited Innovator Etfs Trust (was $2,015,219, 67,944 shares)
Compass Capital Corp /ma/ /adv increased Blackrock Etf Trust II 47,383 -> 61,880 shares ($1,665,039 -> $2,251,813)
Compass Capital Corp /ma/ /adv reduced Innovator Etfs Trust 161,569 -> 121,112 shares ($6,000,673 -> $4,542,899)
Compass Capital Corp /ma/ /adv increased Vanguard Admiral Fds Inc 21,264 -> 121,155 shares ($9,353,192 -> $9,766,949)
Compass Capital Corp /ma/ /adv increased Vanguard Index Fds 2,948 -> 29,026 shares ($1,392,654 -> $2,500,558)
Compass Capital Corp /ma/ /adv increased Vanguard Index Fds 7,753 -> 14,988 shares ($2,650,743 -> $5,400,855)
Compass Capital Corp /ma/ /adv reported $260,156,261 across 187 13(f) positions for the quarter ended 2025-12-31
Compass Capital Corp /ma/ /adv reduced First Tr Exchange Traded Fd 37,882 -> 4,612 shares ($2,571,646 -> $334,877)
Compass Capital Corp /ma/ /adv opened a $2,015,219 position in Innovator Etfs Trust (67,944 shares)
Compass Capital Corp /ma/ /adv opened a $2,833,225 position in Innovator Etfs Trust (81,708 shares)
Compass Capital Corp /ma/ /adv opened a $6,000,673 position in Innovator Etfs Trust (161,569 shares)
Compass Capital Corp /ma/ /adv opened a $4,438,996 position in Ishares Tr (59,955 shares)
Compass Capital Corp /ma/ /adv reduced Spdr Series Trust 30,480 -> 14,194 shares ($3,256,026 -> $1,497,609)
Compass Capital Corp /ma/ /adv opened a $2,483,685 position in Tidal Trust I (98,539 shares)
Compass Capital Corp /ma/ /adv reduced Vanguard Index Fds 7,942 -> 2,948 shares ($3,917,814 -> $1,392,654)
Compass Capital Corp /ma/ /adv reduced Vanguard Index Fds 11,643 -> 7,753 shares ($3,892,564 -> $2,650,743)
Compass Capital Corp /ma/ /adv increased Invesco Exchange Traded Fd T 4,875 -> 26,829 shares ($919,669 -> $5,457,397)
Compass Capital Corp /ma/ /adv increased Netflix Inc 2,575 -> 24,641 shares ($2,887,514 -> $2,020,628)
Compass Capital Corp /ma/ /adv increased Palantir Technologies Inc 32,224 -> 40,727 shares ($6,238,889 -> $5,678,475)
Compass Capital Corp /ma/ /adv increased Select Sector Spdr Tr 14,236 -> 51,769 shares ($1,275,047 -> $2,497,991)
Compass Capital Corp /ma/ /adv increased Simplify Exchange Traded Fun 129,870 -> 165,590 shares ($6,557,149 -> $8,366,435)
Compass Capital Corp /ma/ /adv increased Tesla Inc 4,661 -> 6,197 shares ($2,034,138 -> $2,634,939)
Compass Capital Corp /ma/ /adv reduced Ishares Tr 25,204 -> 8,977 shares ($2,058,116 -> $804,160)
Compass Capital Corp /ma/ /adv reported $229,061,486 across 155 13(f) positions for the quarter ended 2025-09-30
Compass Capital Corp /ma/ /adv increased Berkshire Hathaway Inc Del 4,749 -> 7,379 shares ($2,125,024 -> $2,488,625)
Compass Capital Corp /ma/ /adv increased Invesco Qqq Tr 4,652 -> 6,538 shares ($2,461,009 -> $4,055,987)
Compass Capital Corp /ma/ /adv increased Spdr S&p 500 Etf Tr 8,527 -> 20,399 shares ($5,155,861 -> $13,860,450)
Compass Capital Corp /ma/ /adv exited Ishares Tr (was $2,469,627, 23,441 shares)
Compass Capital Corp /ma/ /adv exited Simplify Exchange Traded Fun (was $5,086,630, 213,540 shares)
Compass Capital Corp /ma/ /adv reduced Dimensional Etf Trust 52,092 -> 24,092 shares ($2,316,271 -> $1,151,152)
Compass Capital Corp /ma/ /adv reduced Howmet Aerospace Inc 18,992 -> 10,341 shares ($2,490,757 -> $2,143,069)
Compass Capital Corp /ma/ /adv reported $212,200,277 across 176 13(f) positions for the quarter ended 2025-06-30
Compass Capital Corp /ma/ /adv reduced Berkshire Hathaway Inc Del 8,201 -> 4,749 shares ($2,848,684 -> $2,125,024)
Compass Capital Corp /ma/ /adv opened a $2,098,130 position in SEI Exchange Traded Funds (74,853 shares)
Compass Capital Corp /ma/ /adv increased First Tr Exchng Traded Fd VI 80,065 -> 108,604 shares ($999,027 -> $2,526,129)
Compass Capital Corp /ma/ /adv reported $190,819,339 across 186 13(f) positions for the quarter ended 2025-03-31
Compass Capital Corp /ma/ /adv reduced Simplify Exchange Traded Fun 185,576 -> 133,076 shares ($9,221,271 -> $6,609,885)