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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Compass Financial Services Inc

Quarter ended Q4 2025 · Filed February 27, 2026 · Accession 0002039088-26-000001

Total Value
$232.0M
Positions
294
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (294)

#IssuerTicker / CUSIPSharesValue% of Filing
1STATE STREET78464A854477,690$38.3M16.52%
2WISDOMTREE USWT325,552$29.1M12.55%
3JPMORGAN46641Q837444,855$22.5M9.70%
4FIRST TRUST33739Q705351,034$17.3M7.44%
5INVESCO NASDAQIVZ57,912$14.6M6.31%
6JPMORGAN46654Q203204,503$11.9M5.12%
7STATE STREET78464A12849,204$10.4M4.47%
8INVESCO S&PIVZ84,848$10.1M4.36%
9ISHARES CORE46435U861154,258$8.2M3.53%
10STATE STREET78468R66374,585$6.8M2.94%
11FIRST TRUST336917109136,155$6.0M2.60%
12GLOBAL X37954Y475136,107$5.5M2.38%
13STATE STREET78464A40947,943$5.1M2.20%
14WISDOMTREE EQUITYWT147,838$4.9M2.10%
15INVESCO S&PIVZ71,111$3.6M1.56%
16INVESCO QQQIVZ5,083$3.1M1.35%
17GLOBAL X37954Y26986,458$2.4M1.02%
18JPMORGAN HEDGED46654Q72432,097$2.1M0.92%
19VANGUARD HIGH92194640614,324$2.1M0.89%
20CASEYS GENL1475281033,435$1.9M0.82%
21WISDOMTREE FLOATINGWT35,764$1.8M0.78%
22APPLE INCAAPL5,936$1.6M0.70%
23VANGUARD DIVIDEND9219088447,271$1.6M0.69%
24VANGUARD S&P9229083632,179$1.4M0.59%
25SPDR S&PSPY1,698$1.2M0.50%
26GLOBAL X37954Y48357,522$1.0M0.44%
27ISHARES RUSSELL4642894383,434$951,0540.41%
28MICROSOFT CORPMSFT1,858$898,8000.39%
29ISHARES CORE46434V62111,607$805,7370.35%
30BERKSHIRE HATHAWAYBRK-A1,417$712,2550.31%
31ALPHABET INCGOOG2,039$638,2760.28%
32ISHARES CORE46432F8426,136$548,8920.24%
33STATE STREET78464A5088,281$470,4400.20%
34WALMART INCWMT3,714$413,7760.18%
35DEERE & CODE880$409,7750.18%
36ISHARES CORE46429B6633,331$405,0850.17%
37ISHARES S&P4642874081,885$399,7360.17%
38STATE STREET81369Y8032,087$300,4720.13%
39WELLS FARGO9497461013,047$283,9940.12%
40ABBVIE INCABBV1,226$280,0980.12%
41FIRST TRUST33738R1182,776$268,8510.12%
42INVESCO CEFIVZ12,897$256,3890.11%
43VANGUARD MID922908629875$254,0150.11%
44INVESCO S&PIVZ1,263$241,9750.10%
45GLOBAL X37954Y6324,659$236,9360.10%
46COCA COLA COMPANYKO3,364$235,1980.10%
47EXXON MOBILXOM1,952$234,9310.10%
48VANGUARD TOTAL922908769701$234,9260.10%
49INVESCO S&PIVZ2,189$224,1680.10%
50NVIDIA CORPNVDA1,157$215,8270.09%
51INNOVATOR U SINHD4,062$200,0540.09%
52ALPHABET INCGOOG588$184,3640.08%
53ISHARES CORE4642871501,195$177,6330.08%
54STATE STREET81369Y5063,755$167,8920.07%
55VANGUARD VALUE922908744879$167,8590.07%
56VANGUARD FTSE9219438582,578$161,0450.07%
57ISHARES HIGHBLK3,262$158,7940.07%
58FIRST TRUST33740U7035,500$155,3200.07%
59PRINCIPAL FINANCIALPFG1,693$149,3020.06%
60MCDONALDS CORPMCD475$145,0440.06%
61MAIN STREET56035L1042,286$138,0560.06%
62AMAZON COMAMZN586$135,2600.06%
63PROFESSIONALLY MANAGED74316P5792,035$133,3130.06%
64ROPER TECHNOLOGIESROP298$132,8030.06%
65PROCTER & GAMBLE742718109852$122,1370.05%
66ISHARES CORE464287200165$113,1480.05%
67INNOVATOR U SINHD2,505$109,5150.05%
68CROWDSTRIKE HOLDINGSCRWD212$99,3770.04%
69NETFLIX INCNFLX1,000$93,7600.04%
70AMGEN INCAMGN286$93,7310.04%
71ISHARES CORE464287226929$92,7390.04%
72AT&T INCT-PC3,566$88,5740.04%
73LPL FINANCIAL50212V100246$87,7950.04%
74STATE STREET78464A8051,051$86,7450.04%
75GUARDIAN PHARMACY40145W1012,848$85,6960.04%
76INNOVATOR U SINHD1,968$85,3720.04%
77FIRST TRUST33734H1061,757$80,9590.03%
78ENTERPRISE PRODUCTS2937921072,444$78,3510.03%
79VERIZON COMMUNICATIONSVZ1,773$72,2000.03%
80GOLDMAN SACHS38150K1031,635$69,5690.03%
81PURE STORAGE74624M1021,035$69,3550.03%
82CAPITAL ONE14040H105286$69,3260.03%
83ISHARES RUSSELL464287614146$69,3020.03%
84STATE STREET78464A839817$69,1590.03%
85SHOPIFY INCSHOP425$68,4130.03%
86VANGUARD HEALTH92204A504234$67,4920.03%
87STATE STREET78464A821718$66,3650.03%
88GLOBAL X37960A438633$63,3310.03%
89SPDR DEVELOPED78463X8891,400$62,1600.03%
90BWX TECHNOLOGIESBWXT332$57,3000.02%
91CATERPILLAR INCCAT95$54,2710.02%
92INNOVATOR U SINHD1,034$51,7410.02%
93ISHARES CORE46434V6131,110$51,6590.02%
94U S BANCORP DEUSB-PS961$51,2750.02%
95ISHARES BITCOINIBIT1,025$50,8910.02%
96VANGUARD FSTE922042858941$50,5990.02%
97VANGUARD TOTAL922042742355$50,1030.02%
98CISCO SYSTEMSCSCO650$50,0740.02%
99SPDR GOLDGLD122$48,3500.02%
100ISHARES S&P464287309391$48,2080.02%
101SCHWAB US8085247971,722$47,2390.02%
102JOHNSON & JOHNSONJNJ227$47,0210.02%
103STATE STREET81369Y704300$46,5540.02%
104ISHARES MSCI46429B697491$46,2720.02%
105BUNGE GLOBALBG504$44,8640.02%
106INVESCO ZACKSIVZ388$42,9920.02%
107VANGUARD SMALL922908611198$41,8780.02%
108ALTRIA GROUPMO717$41,3420.02%
109MORGAN STANLEYMS-PQ232$41,1790.02%
110ISHARES SEMICONDUCTOR464287523134$40,3540.02%
111JOHNSON CONTROLSG51502105336$40,2740.02%
112TESLA INCTSLA89$40,0260.02%
113CUMMINS INCCMI78$39,9520.02%
114PEPSICO INCPEP275$39,4260.02%
115INNOVATOR U SINHD841$39,0480.02%
116PUBLIC STORAGEPSA-PS149$38,6540.02%
117UNION PACIFIC CORPUNP162$37,3940.02%
118INNOVATOR U SINHD1,174$37,2170.02%
119INTL BUSINESSINTR121$35,8610.02%
120ISHARES PFD4642886871,158$35,8600.02%
121PHILLIPS 66PSX277$35,7970.02%
122GOLDMAN SACHSNVGLF267$35,3490.02%
123GFL ENVIRONMENTALGFL820$35,2190.02%
124CORTEVA INCCTVA503$33,6880.01%
125ISHARES CORE464287804276$33,2140.01%
126ISHARES CORE464287507501$33,0830.01%
127SPDR GOLDGLDW385$32,8670.01%
128PACER U S69374H857724$32,1240.01%
129STATE STREET78464A847553$32,0270.01%
130ISHARES GOLDIAU359$29,1400.01%
131INNOVATOR GROWTHINHD401$29,1210.01%
132INNOVATOR GROWTHINHD486$28,1490.01%
133STATE STREET78468R853594$27,8540.01%
134STEEL DYNAMICS INCSTLD162$27,4510.01%
135EMERSON ELECTRICEMR201$26,6540.01%
136CONSTELLATION ENERGYCEG75$26,5230.01%
137VANGUARD LARGE92290863784$26,4430.01%
138KYNDRYL HOLDINGSKD971$25,7900.01%
139EVERGY INCEVRG353$25,5560.01%
140CONOCOPHILLIPSCOP272$25,4180.01%
141STATE STREET81369Y886592$25,2720.01%
142WALT DISNEY254687106219$24,9400.01%
143FIRST TRUST33733E104267$24,6610.01%
144TERADYNE INCTER125$24,2320.01%
145BERKLEY W RWRB-PH343$24,0230.01%
146SALESFORCE INCCRM89$23,6160.01%
147VISA INCV67$23,5780.01%
148TWILIO INCTWLO160$22,7580.01%
149INNOVATOR EMERGINGINHD744$22,0590.01%
150CSX CORPCSX600$21,7500.01%
151BP PLCBPPFF625$21,7030.01%
152EVOLV TECHNOLOGIESEVLVW2,930$20,9790.01%
153FIRSTENERGY CORPFE468$20,9550.01%
154ISHARES U S464287697192$20,7630.01%
155O REILLY AUTOMOTIVE67103H107225$20,5220.01%
156FIRST TRUST33738R506291$20,2080.01%
157STATE STREET78464A763141$19,6220.01%
158CVS HEALTHCVS231$18,3320.01%
159INNOVATOR EQUITYINHD625$18,1660.01%
160CHEVRON CORPCVX119$18,1320.01%
161JPMORGAN CHASEVYLD55$17,8080.01%
162INVESCO S&PIVZ244$17,4160.01%
163ADVANCED MICROAMD78$16,7040.01%
164MARRIOTT INTL57190320253$16,4440.01%
165NUCOR CORPNUE100$16,3110.01%
166ADVISORSHARES PURE00768Y4533,251$15,3450.01%
167ISHARES SILVERSLV237$15,2680.01%
168TARGET CORPTGT154$15,0540.01%
169PACER US69374H881250$15,0430.01%
170MARVELL TECHNOLOGYMRVL175$14,8820.01%
171PIMCO DYNAMIC72201Y101835$14,7880.01%
172INNOVATOR EMERGINGINHD421$14,2260.01%
173MP MATERIALSMP278$14,0440.01%
174ONEMAIN HLDGSOMF207$14,0010.01%
175GE AEROSPACE36960430145$13,8610.01%
176ISHARES BROAD46435U853363$13,5740.01%
177L3HARRIS TECHNOLOGIESLHX46$13,5040.01%
178SONY GROUPSNEJF521$13,3300.01%
179FIRST TRUST33739E108697$12,6920.01%
180KROGER COKR202$12,6250.01%
181ARGENX SEARGX14$11,7730.01%
182ROCKWELL AUTOMATIONROK30$11,7040.01%
183VANGUARD TOTAL92203J407241$11,6300.01%
184ISHARES JPMORGAN464288281118$11,3970.00%
185JPMORGAN46641Q332198$11,3340.00%
186BLACKSTONE SECUREDBX421$11,0910.00%
187DUKE ENERGYDUKB93$10,9010.00%
188ALPS OSHARES00162Q387187$10,7900.00%
189SPDR EMERGING78463X509230$10,7740.00%
190ALLSTATE CORPALL-PJ51$10,6160.00%
191AGCO CORPAGCO100$10,4320.00%
192UNITEDHEALTH GROUPUNH31$10,2330.00%
193JACK HENRY42628110155$10,1020.00%
194FISERV INCFISV150$10,0760.00%
195FORTUNE BRANDSFBIN200$10,0040.00%
1963M COMPANYMMM62$9,9260.00%
197BAKER HUGHESBKR216$9,8370.00%
198ENERGY TRANSFERET-PI588$9,7010.00%
199FS KKRFSK643$9,5290.00%
200INNOVATOR GROWTHINHD312$9,1170.00%
201INNOVATIVE INDUSTRIALINHD192$9,0900.00%
202SOUTHERN COMPANYSOMN102$8,8660.00%
203STATE STREET78464A797145$8,7900.00%
204SPOTIFY TECHNOLOGYSPOT15$8,7110.00%
205WELLTOWER INCWELL46$8,5860.00%
206INNOVATOR INTLINHD255$8,5450.00%
207VANGUARD GROWTH92290873617$8,2940.00%
208LOWES COMPANIES54866110734$8,1990.00%
209COTERRA ENERGYCTRA305$8,0360.00%
210STATE STREET81369Y308102$7,9390.00%
211ZSCALER INCZS35$7,8720.00%
212MARATHON PETROLEUMMARA48$7,8060.00%
213TJX COS87254010950$7,7020.00%
214INNOVATOR U SINHD187$7,3150.00%
215PALANTIR TECHNOLOGIESPLTR41$7,2880.00%
216VANGUARD REAL92290855382$7,2670.00%
217GLOBAL X37954Y715200$7,2460.00%
218ESSENT GROUPESNT110$7,1510.00%
219FIRST TRUST33738R308292$6,8930.00%
220SNOWFLAKE INCSNOW31$6,8000.00%
221INNOVATOR GROWTHINHD125$6,7130.00%
222IQVIA HOLDINGSIQV29$6,5370.00%
223ARM HOLDINGS04206820559$6,4490.00%
224PROLOGIS INCPLDGP47$6,0290.00%
225META PLATFORMSMETA9$5,9790.00%
226GE VERNOVAGEV9$5,8820.00%
227NIKE INCNKE91$5,8100.00%
228EPR PROPERTIES26884U109111$5,5570.00%
229ISHARES RUSS46428747339$5,5080.00%
230ISHARES U S46428885160$5,3940.00%
231MICROCHIP TECHNOLOGY INCMCHPP80$5,1260.00%
232KEYSIGHT TECHNOLOGIESKEYS25$5,0800.00%
233BECTON DICKINSONBDX24$4,6310.00%
234ROBLOX CORPRBLX55$4,4570.00%
235TOMPKINS FINANCIAL89011010958$4,2120.00%
236AMPLIFY CYBERSECURITY03210866450$3,9820.00%
237STARBUCKS CORPSBUX47$3,9380.00%
238STMICROELECTRONICS N VSTMEF144$3,7430.00%
239STATE STREET81369Y20924$3,7300.00%
240AMER SPORTSAS97$3,6230.00%
241API GROUPAPG94$3,5960.00%
242FIRST TRUST33740F755100$3,4260.00%
243ON HOLDINGH5919C10473$3,3930.00%
244LAMB WESTONLW79$3,3160.00%
245STURM RUGERRGR100$3,2650.00%
246LOCKHEED MARTINLMT7$3,2080.00%
247AMERICAN TOWER03027X10018$3,1880.00%
248ISHARES 0-546429B74730$3,0660.00%
249WARNER BROSWBD103$2,9680.00%
250STATE STREET78464A672102$2,9540.00%
251MGM RESORTSMGM80$2,9190.00%
252ISHARES MSCI46428723450$2,7360.00%
253DAVE INC23834J20112$2,6570.00%
254CROWN CASTLECCI30$2,6490.00%
255FIRST TRUST33738R60536$2,2600.00%
256PLUG POWERPLUG1,134$2,2340.00%
257MASTERBRAND INCMBC200$2,2080.00%
258XENIA HOTELSXHR149$2,1050.00%
259STATE STREET78464A47470$2,1000.00%
260GAMESTOP CORPGME-WT100$2,0080.00%
261MICRON TECHNOLOGY INCMU7$1,9980.00%
262PFIZER INCPFE70$1,7470.00%
263STATE STREET78464A38373$1,6460.00%
264NEBIUS GROUPNBIS19$1,5900.00%
265QUIDELORTHO CORPQDEL55$1,5710.00%
266FIRST TRUST33737A10810$1,5300.00%
267DEVON ENERGY25179M10340$1,4680.00%
268GLOBAL X37954Y83020$1,4680.00%
269BNY MELLON05588W108226$1,4370.00%
270ISHARES CORE46434G10320$1,3150.00%
271GLOBAL X37954Y87131$1,3150.00%
272FIRST TRUST33738R72025$1,2970.00%
273STATE STREET78464A37538$1,2820.00%
274FIRST TRUST33740U76050$1,2300.00%
275STATE STREET81369Y85210$1,1940.00%
276ORACLE CORPORCL-PD6$1,1690.00%
277STATE STREET81369Y60520$1,1160.00%
278OUSTER INCOUST51$1,1040.00%
279POINT BRIDGE26922A62820$1,0280.00%
280DWAVE QUANTUMQBTS37$9680.00%
281FIRST TRUST33733E73250$8510.00%
282GLOBAL X37954Y65736$6880.00%
283ISHARES NATIONAL4642884146$6560.00%
284VANGUARD TOTAL9219378358$6090.00%
285ISHARES RUSSELL4642876303$5520.00%
286ADIENT PLCADNT28$5360.00%
287STATE STREET78468R72111$5150.00%
288SCHRODINGER INCSDGR28$5010.00%
289MARRIOTT VACATIONSVAC8$4780.00%
290CRISPR THERAPEUTICSCRSP7$3670.00%
291VANGUARD MID9229085122$3600.00%
292FORD MOTOR34537086022$2890.00%
293POWER REITPW-PA75$660.00%
294GAMESTOP CORPGME-WT10$300.00%