Long-term investor

Compass Financial Group, Inc. (Ohio) @compassfinancialgroupinc6mpk

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002115210).

Record

  • Tracked since 2025-12-31 (293 days), 47 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.1% · 6 months -0.1% · 1 year n/a · all -0.1%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 17.4% · long · since 2025-12-31
  • 921908844 · 8.8% · long · since 2025-12-31
  • 922908736 · 8.5% · long · since 2025-12-31
  • 46137V241 · 8.3% · long · since 2025-12-31
  • 46429B655 · 6.7% · long · since 2025-12-31
  • 464287507 · 4.7% · long · since 2025-12-31
  • 25861R402 · 4.7% · long · since 2025-12-31
  • 464287465 · 4.6% · long · since 2025-12-31
  • 46429B689 · 3.9% · long · since 2025-12-31
  • 464288661 · 3.6% · long · since 2025-12-31
  • 46429B697 · 3.4% · long · since 2025-12-31
  • 46138E511 · 2.7% · long · since 2025-12-31

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