Fund HoldingsCOMPASS CAPITAL MANAGEMENT, INC

Total Portfolio Value
$1.52B
Total Bought
$59.42M
Total Sold
$76.46M
Net Transaction
-$17.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
LINDE PLC(LIN)114,201125,958+11,75747,81258,6513.86%+10,839
JOHNSON & JOHNSON(JNJ)368,038371,633+3,59553,22661,6324.05%+8,406
ROPER TECHNOLOGIES INC(ROP)105,297105,065-23254,73961,9444.07%+7,206
EXPEDITORS INTL WASH INC(EXPD)475,342495,801+20,45952,65459,6203.92%+6,966
INTERCONTINENTAL EXCHANGE IN(ICE)394,135375,587-18,54858,73064,7894.26%+6,059
CHECK POINT SOFTWARE TECH LT
ORD
328,194293,252-34,94261,27466,8384.40%+5,564
MERCK & CO INC(MRK)487,347598,498+111,15148,48153,7213.53%+5,240
FASTENAL CO(FAST)813,941812,025-1,91658,53062,9734.14%+4,442
CHURCH & DWIGHT CO INC(CHD)561,241558,180-3,06158,76861,4504.04%+2,682
SHERWIN WILLIAMS CO(SHW)178,027178,719+69260,51762,4074.10%+1,890
VISA INC(V)214,012198,284-15,72867,63669,4914.57%+1,854
STRYKER CORPORATION(SYK)171,604170,093-1,51161,78663,3174.16%+1,531
BERKSHIRE HATHAWAY INC DEL121208,1719,5810.63%+1,410
QUALCOMM INC(QCOM)354,995360,993+5,99854,53455,4523.65%+918
FISERV INC(FISV)305,737288,488-17,24962,80463,7074.19%+902
MCDONALDS CORP(MCD)3,6563,65601,0601,1420.08%+82
AUTOMATIC DATA PROCESSING IN216,514207,624-8,89063,38063,4354.17%+55
ELI LILLY & CO(LLY)26026002012150.01%+14
PEPSICO INC(PEP)3,7883,78805765680.04%-8
OMNICOM GROUP INC(OMC)10,80610,80609308960.06%-34
AMPLIFY ETF TR20,0000-20,000450-45
DISNEY WALT CO(DIS)3,7183,652-664143600.02%-54
HOME DEPOT INC(HD)1,3501,078-2725253950.03%-130
TARGET CORP(TGT)6,1236,125+28286390.04%-189
EMERSON ELEC CO(EMR)1,8000-1,8002230-223
VANGUARD INDEX FDS5200-5202800-280
APPLE INC(AAPL)14,39613,830-5663,6053,0720.20%-533
DANAHER CORPORATION(DHR)237,922263,615+25,69354,61554,0413.55%-574
ILLINOIS TOOL WKS INC(ITW)227,436229,055+1,61957,66956,8083.74%-861
THERMO FISHER SCIENTIFIC INC(TMO)108,875111,784+2,90956,64055,6243.66%-1,016
MOTOROLA SOLUTIONS INC(MSI)138,970141,183+2,21364,23661,8114.07%-2,425
AMPHENOL CORP NEW907,718917,153+9,43563,04160,1563.96%-2,885
FEDEX CORP(FDX)207,959221,105+13,14658,50553,9013.55%-4,604
ACCENTURE PLC IRELAND
SHS CLASS A
180,204184,288+4,08463,39457,5053.78%-5,889
MICROSOFT CORP(MSFT)162,443164,493+2,05068,47061,7494.06%-6,721
WALMART INC(WMT)719,178656,270-62,90864,97857,6143.79%-7,364
ALPHABET INC(GOOG)360,799352,625-8,17468,29954,5303.59%-13,769
SPDR S&P 500 ETF TR(SPY)41,169656-40,51324,1283670.02%-23,761
Page 1 of 1