Long-term investor
Compass Financial Group, Inc. @compassfinancialgroupincqaio
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964835).
Record
- Tracked since 2025-06-30 (454 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +699.7% · all +699.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92204A702 · 19.1% · long · since 2025-06-30
- 922908363 · 14.9% · long · since 2025-06-30
- 808524102 · 12.9% · long · since 2025-06-30
- 92204A207 · 11.4% · long · since 2025-06-30
- 92204A603 · 6.1% · long · since 2025-06-30
- 922908769 · 4.6% · long · since 2025-06-30
- 921908844 · 3.1% · long · since 2025-06-30
- 808524300 · 2.7% · long · since 2025-06-30
- 78464A805 · 2.5% · long · since 2025-06-30
- 921946810 · 2.2% · long · since 2025-06-30
- 316092303 · 2.1% · long · since 2025-06-30
- BRK-B · 1.5% · long · since 2025-06-30