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| Happy Holidays!! thanks for using AUM13F!! |
| Compass Capital Management LLC
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| CRD # | 150170 |
| SEC # | 801-132163 |
| CIK # | 0001002152 |
| AUM | $107.3 M (2025-04-25) |
| Employees | 9 (11% Investors, 33% Brokers) |
| Phone | 918-423-3222 |
| Address | 215 E Choctaw Avenue Mcalester, OK 74501 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 94.1 | ||
| Amphenol Corp /DE/ | 82.7 | ||
| Fiserv Inc | 69.5 | ||
| VISA Inc | 66.7 | ||
| Intercontinentalexchange Group Inc | 66.3 | ||
| Stryker Corp | 66.2 | ||
| Fastenal Co | 64.1 | ||
| Check Point Software Technologies Ltd | 63.3 | ||
| Alphabet Inc | 62.8 | ||
| Wal Mart Stores Inc | 62.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 47.2 |
| (b) Individuals (high net worth individuals) | 41 | 53.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 5.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 107.3 |
| By Discretionary | ||
| Discretionary | 467 | 107.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 467 | 107.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.3 | |
| Total | 467 | 107.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001002152] |
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