COMPASS CAPITAL MANAGEMENT, INC

CIK
1002152
City
MINNEAPOLIS
State / Country
MN

Top Portfolio Positions

67 positions · $1,679,236,797 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
HD
Home Depot, Inc.
Consumer Cyclical
312,835 $102,888,303 6.13%
MRK
Merck & Co., Inc.
Healthcare
589,768 $70,943,192 4.22%
APH
Amphenol Corp /De/
Technology
540,505 $68,292,806 4.07%
MSFT
Microsoft Corp
Technology
171,001 $63,299,440 3.77%
WMT
Walmart Inc.
Consumer Defensive
492,188 $61,169,124 3.64%
ICE
Intercontinental Exchange, Inc.
Financial Services
382,602 $60,175,642 3.58%
JNJ
Johnson & Johnson
Healthcare
243,765 $59,585,916 3.55%
FAST
Fastenal Co
Industrials
1,279,691 $59,377,662 3.54%
GOOGL
Alphabet Inc.
Communication Services
204,470 $58,797,393 3.50%
LIN
Linde PLC
Basic Materials
114,959 $56,992,073 3.39%

Portfolio Trend

25 quarters · across all stocks

Holdings in MSFT

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $63,299,440 171,001
2025-12-31 $80,623,806 166,709
2025-09-30 $92,707,870 178,990
2025-06-30 $94,124,396 189,229
2025-03-31 $61,749,027 164,493
2024-12-31 $68,469,724 162,443
2024-09-30 $70,078,658 162,860
2024-06-30 $72,960,564 163,241
2024-03-31 $71,643,146 170,287
2023-12-31 $66,671,139 177,298
2023-09-30 $58,881,691 186,482
2023-06-30 $66,790,110 196,130
2023-03-31 $61,887,919 214,665
2022-12-31 $52,005,926 216,854
2022-09-30 $49,829,420 213,952
2022-06-30 $54,597,948 212,584
2022-03-31 $64,575,221 209,449
2021-12-31 $70,557,918 209,794
2021-09-30 $61,730,048 218,963
2021-06-30 $61,716,979 227,822
2021-03-31 $53,437,742 226,652
2020-12-31 $49,803,396 223,916
2020-09-30 $46,009,266 218,748
2020-06-30 $46,460,111 228,294
2020-03-31 $37,782,742 239,571