COMPASS FINANCIAL MANAGEMENT LLC

Position in ANDE — Andersons, Inc.

CIK 2148724 TAMPA, FL

Position in ANDE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,585,512

New position

Shares Held

23,180

first reported quarter

Ownership

0.068%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#98

of 299 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $2,374,171 across 3 Food Distribution names. ANDE ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANDE	Andersons, Inc. This page	23,180	$1,585,512
2	SYY	Sysco Corp	7,689	$642,646
3	USFD	US Foods Holding Corp.	1,428	$146,013

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,585,512	23,180	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.