COMPASS CAPITAL MANAGEMENT, INC
Top Portfolio Positions
68 positions ·
$1,684,090,134 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
312,835 | $102,888,303 | 6.11% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
589,768 | $70,943,192 | 4.21% | |
| APH |
Amphenol Corp /De/
Technology
|
540,505 | $68,292,806 | 4.06% | |
| MSFT |
Microsoft Corp
Technology
|
171,001 | $63,299,440 | 3.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
492,188 | $61,169,124 | 3.63% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
382,602 | $60,175,642 | 3.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
243,765 | $59,585,916 | 3.54% | |
| FAST |
Fastenal Co
Industrials
|
1,279,691 | $59,377,662 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
204,470 | $58,797,393 | 3.49% | |
| LIN |
Linde PLC
Basic Materials
|
114,959 | $56,992,073 | 3.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,238,313 | 570,492 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $51,472,077 | 613,859 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,369,298 | 609,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $55,279,012 | 575,164 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $61,450,036 | 558,180 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $58,767,545 | 561,241 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $59,079,987 | 564,171 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $57,296,367 | 552,627 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $58,847,008 | 564,155 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $52,034,571 | 550,281 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $50,304,228 | 548,993 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $57,325,145 | 571,936 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $52,113,539 | 589,453 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $47,529,268 | 589,620 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $41,307,608 | 578,214 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $52,748,928 | 569,274 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $57,543,802 | 579,028 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $62,432,237 | 609,095 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $49,536,467 | 599,933 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $48,656,359 | 570,950 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $46,510,206 | 532,458 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $42,500,287 | 487,221 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $41,592,621 | 443,844 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,010,205 | 465,850 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $30,059,729 | 468,366 | Shares | Sole | 2020-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||