COMPASS CAPITAL MANAGEMENT, INC

Est. AUM

$1.66B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MERCK & CO INC	COM	$70.9M	589768	4.29%	SOLE
2	AMPHENOL CORP	CL A	$68.3M	540505	4.13%	SOLE
3	MICROSOFT CORP	COM	$63.3M	171001	3.82%	SOLE
4	WALMART INC	COM	$61.2M	492188	3.69%	SOLE
5	INTERCONTINENTAL EXCHANGE IN	COM	$60.2M	382602	3.63%	SOLE
6	JOHNSON & JOHNSON	COM	$59.6M	243765	3.60%	SOLE
7	FASTENAL CO	COM	$59.4M	1279691	3.59%	SOLE
8	ALPHABET INC	CAP STK CL A	$58.8M	204470	3.55%	SOLE
9	LINDE PLC	SHS	$57.0M	114959	3.44%	SOLE
10	MOTOROLA SOLUTIONS INC	COM NEW	$55.7M	128292	3.36%	SOLE
11	EXPEDITORS INTL WASH INC	COM	$55.3M	386026	3.34%	SOLE
12	HOME DEPOT INC	COM	$54.6M	312835	3.30%	SOLE
13	NVIDIA CORPORATION	COM	$54.6M	312835	3.30%	SOLE
14	VISA INC	COM CL A	$54.5M	173559	3.29%	SOLE
15	S&P GLOBAL INC	COM	$54.1M	127290	3.27%	SOLE
16	ILLINOIS TOOL WKS INC	COM	$53.5M	205582	3.23%	SOLE
17	CHURCH & DWIGHT CO INC	COM	$53.2M	570492	3.22%	SOLE
18	SHERWIN WILLIAMS CO	COM	$53.1M	165696	3.21%	SOLE
19	THERMO FISHER SCIENTIFIC INC	COM	$51.9M	105632	3.14%	SOLE
20	STRYKER CORPORATION	COM	$51.0M	155178	3.08%	SOLE
21	ROPER TECHNOLOGIES INC	COM	$48.5M	137139	2.93%	SOLE
22	QUALCOMM INC	COM	$45.6M	354409	2.76%	SOLE
23	ACCENTURE PLC IRELAND	SHS CLASS A	$45.3M	228461	2.74%	SOLE
24	BOSTON SCIENTIFIC CORP	COM	$44.6M	710874	2.69%	SOLE
25	AUTOMATIC DATA PROCESSING IN	COM	$44.3M	218194	2.68%	SOLE
26	CHECK POINT SOFTWARE TECH LT	ORD	$44.0M	307781	2.66%	SOLE
27	MARRIOTT INTL INC NEW	CL A	$15.4M	47063	0.93%	SOLE
28	APPLE INC	COM	$14.1M	55645	0.85%	SOLE
29	RTX CORPORATION	COM	$13.6M	70380	0.82%	SOLE
30	CATERPILLAR INC	COM	$13.6M	19127	0.82%	SOLE
31	PALO ALTO NETWORKS INC	COM	$11.9M	74418	0.72%	SOLE
32	GE VERNOVA INC	COM	$11.9M	13636	0.72%	SOLE
33	ELI LILLY & CO	COM	$11.7M	12735	0.71%	SOLE
34	MASTERCARD INCORPORATED	CL A	$11.4M	22772	0.69%	SOLE
35	AMAZON COM INC	COM	$11.3M	54073	0.68%	SOLE
36	DEERE & CO	COM	$11.1M	19652	0.67%	SOLE
37	BOEING CO	COM	$10.7M	53900	0.65%	SOLE
38	ROYAL CARIBBEAN GROUP	COM	$9.7M	35234	0.59%	SOLE
39	INTUITIVE SURGICAL INC	COM NEW	$9.2M	19982	0.56%	SOLE
40	SERVICENOW INC	COM	$9.0M	86123	0.54%	SOLE
41	DELTA AIR LINES INC	COM NEW	$8.6M	128663	0.52%	SOLE
42	DEVON ENERGY CORP NEW	COM	$8.2M	163198	0.50%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL A	$7.9M	11	0.48%	SOLE
44	STARBUCKS CORP	COM	$7.1M	78827	0.43%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.9M	10128	0.29%	SOLE
46	JPMORGAN CHASE & CO	COM	$2.9M	9814	0.17%	SOLE
47	CHUBB LTD SWITZ	COM	$2.7M	8160	0.16%	SOLE
48	ALPHABET INC	CAP STK CL C	$1.9M	6474	0.11%	SOLE
49	BP PLC	SPONSORED ADR	$1.8M	37525	0.11%	SOLE
50	BROADCOM INC	COM	$1.6M	5186	0.10%	SOLE

1–50 of 87

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.