StockDriftsStockDriftsTop 50 Compass Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 4.29% | 589.8K | $70.9M | -13.53%(-92.26K) | $101.03(+21.16%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 4.13% | 540.5K | $68.3M | -11.68%(-71.47K) | $40.80(+223.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.82% | 171.0K | $63.3M | +2.57%(+4.29K) | $111.31(+276.04%) | 2026-03-31 | |
| WMT | WALMART INC | 3.69% | 492.2K | $61.2M | -17.63%(-105.33K) | $25.98(+362.88%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3.63% | 382.6K | $60.2M | +5.84%(+21.12K) | $89.10(+71.68%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.6% | 243.8K | $59.6M | -23.65%(-75.51K) | $119.06(+96.83%) | 2026-03-31 | |
| FAST | FASTENAL CO | 3.59% | 1.28M | $59.4M | -7.78%(-107.96K) | $12.52(+250.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.55% | 204.5K | $58.8M | -12.70%(-29.75K) | $88.55(+332.51%) | 2026-03-31 | |
| LIN | LINDE PLC | 3.44% | 115.0K | $57.0M | -0.66%(-761) | $456.39(+13.41%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 3.36% | 128.3K | $55.7M | -9.15%(-12.92K) | $337.73(+19.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.81% | +32.41% |
| Top 20 Holdings Unweighted | +9.80% | +32.37% |
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