COMPASS FINANCIAL MANAGEMENT LLC

Position in TOL — Toll Brothers, Inc.

CIK 2148724 TAMPA, FL

Position in TOL

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

Position Value

$50,578

New position

Shares Held

307

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#660

of 799 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $160,758 across 6 Residential Construction names. TOL ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	535	$73,407
2	TOL	Toll Brothers, Inc. This page	307	$50,578
3	DHI	Horton D R Inc /De/	203	$33,064
4	BZH	Beazer Homes USA Inc	60	$1,683
5	HOV	Hovnanian Enterprises Inc	8	$1,139
6	LEN	Lennar Corp /New/	10	$887

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,578	307	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.