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Compass Capital Corp. /ma/ /adv

CIK:0000749763
Investment Adviser
$0 AUM
176 holdings
Braintree, MA, United States
Founded:1984
70 employees
compassfinancialservicesgroup.com
Latest filing:Jun 30, 2025

Compass Capital Corporation is a wealth manager and SEC-registered investment adviser headquartered in Braintree, Massachusetts. Founded in 1984 by Timothy F. Shanahan, the firm provides investment advisory services, financial planning, and related financial advice to individuals and institutions. The company is known for its experienced team and comprehensive approach to client service, operating for over 37 years and serving both institutional and high-net-worth retail clients.

Investment Strategy

Compass Capital Corporation offers investment supervisory services and comprehensive wealth management, focusing on personalized financial planning tailored to each client. The firm advises on asset allocation, security selection, and non-securities matters such as taxation and estate planning. Their investment approach emphasizes diversification, risk management, and long-term wealth accumulation, aligning portfolios with client goals and financial circumstances.

Latest 13F Filing Activity

Compass Capital Corp. /ma/ /adv filed their most recent 13F report on Jun 30, 2025 disclosing 172 equity positions with a total 13F market value of $212M. The fund increased holdings in Nvidia Corporation, Palantir Technologies Inc., Microsoft Corp. among other positions. Compass Capital Corp. /ma/ /adv reduced exposure to Block Inc., Simplify Exchange Traded Fun, Berkshire Hathaway Inc. Del among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$2.9M
P
PLTRPALANTIR TECHNOLOGIES INC
+$2.3M
M
MSFTMICROSOFT CORP
+$1.6M
C
CRPTFIRST TR EXCHNG TRADED FD VI
+$1.5M
E
ETHAISHARES ETHEREUM TR
+$1.4M
Top Sells
X
XYZBLOCK INC
-$800.0K
T
TUASIMPLIFY EXCHANGE TRADED FUN
-$733.4K
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$723.7K
A
ADBEADOBE INC
-$675.1K
U
UNHUNITEDHEALTH GROUP INC
-$597.4K

Top Holdings

M
MSFTMICROSOFT CORP
+3.8%$8.0M
N
NVDANVIDIA CORPORATION
+3.3%$7.0M
A
AAPLAPPLE INC
+3.2%$6.8M
M
MTBASIMPLIFY EXCHANGE TRADED FUN
+3.1%$6.5M
V
VOOGVANGUARD ADMIRAL FDS INC
+2.8%$6.0M

Equity Positions (172)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP3.76%$8.0M17,314$421.62$497.41+$1.6M
N
NVDA
NVIDIA CORPORATION3.28%$7.0M42,120$133.52$157.99+$2.9M
A
AAPL
APPLE INC3.21%$6.8M31,496$250.42$205.17+$157.9K
M
MTBA
SIMPLIFY EXCHANGE TRADED FUN3.07%$6.5M129,870$49.69$50.09-$95.6K
V
VOOG
VANGUARD ADMIRAL FDS INC2.83%$6.0M17,966$366.06$396.54+$81.0K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+7.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.1%
SEMICONDUCTORS & RELATED DEVICES
+4.6%
ELECTRONIC COMPUTERS
+4.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.9%
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