Compass Investment Advisers LLC - Portfolio overview

Compass Investment Advisers LLC has 29 reported holdings in this dataset, with the latest filing dated 2025-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 14.62%
2. VIG - VANGUARD SPECIALIZED FUNDS, 12.57%
3. VTV - VANGUARD INDEX FDS, 12.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.