Compass Investment Advisers LLC current holdings: USA Stocks
Compass Investment Advisers LLC reported $0.01 billion in share positions in stocks (listed in the US), 4 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are MSFT, BRKB, AAPL.
- MSFT: Country of operation United States; Class COM; Shares 7,988; Value $3,366,942.
- BRKB: Country of operation —; Class CL B NEW; Shares 3,029; Value $1,372,985.
- AAPL: Country of operation United States; Class COM; Shares 927; Value $232,139.
- COST: Country of operation United States; Class COM; Shares 249; Value $228,151.
Form 13F-HR as filed (SEC CIK 2063600): quarter ended 2024-12-31, filed 2025-04-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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