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 ZTS

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2026-03-31 $1,182,572 10,004
2025-12-31 $7,874,067 62,582
2025-09-30 $7,147,439 48,848
2025-06-30 $9,369,787 60,082