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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

Institutional Manager · CIK 0001002152

COMPASS CAPITAL MANAGEMENT, INC

MINNEAPOLIS, MN · File #028-05098

Latest AUM
$1.80B
Positions
83
Top-10 Concentration
39.4%
Filings
12

Sector Allocation

Technology
26.5%$476.6M
Healthcare
19.6%$351.9M
Consumer Staples
6.6%$119.1M
Industrials
5.9%$106.4M
Materials
5.9%$105.6M
Financials
4.7%$84.4M
Energy
0.1%$1.3M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMPHENOL CORP NEW032095101611,977$82.7M4.66%
2MICROSOFT CORPMSFT166,709$80.6M4.54%
3ALPHABET INCGOOG234,219$73.3M4.13%
4MERCK & CO INCMRK682,027$71.8M4.05%
5WALMART INCWMT597,515$66.6M3.75%
6THERMO FISHER SCIENTIFIC INCTMO114,283$66.2M3.73%
7JOHNSON & JOHNSONJNJ319,277$66.1M3.72%
8EXPEDITORS INTL WASH INC302130109442,961$66.0M3.72%
9VISA INCV182,622$64.0M3.61%
10DANAHER CORPORATION235851102273,722$62.7M3.53%
11NVIDIA CORPORATIONNVDA332,253$62.0M3.49%
12QUALCOMM INCQCOM355,281$60.8M3.42%
13ACCENTURE PLC IRELANDACN222,534$59.7M3.36%
14INTERCONTINENTAL EXCHANGE IN45866F104361,486$58.5M3.30%
15STRYKER CORPORATIONSYK162,263$57.0M3.21%
16SHERWIN WILLIAMS COSHW173,538$56.2M3.17%
17BOSTON SCIENTIFIC CORPBSX584,068$55.7M3.14%
18FASTENAL COFAST1,387,651$55.7M3.14%
19ILLINOIS TOOL WKS INC452308109223,560$55.1M3.10%
20MOTOROLA SOLUTIONS INCMSI141,210$54.1M3.05%