Top 50 Compton Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 14.15% | 654.3K | $64.1M | -23.27%(-198.46K) | $65.60(+81.14%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 13.58% | 1.09M | $61.5M | -24.29%(-348.53K) | $44.82(+34.28%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 11.79% | 1.86M | $53.4M | -17.69%(-400.36K) | $28.34(+0.18%) | 2026-03-31 | |
| SPMB | SPDR SERIES TRUST | 8.72% | 1.76M | $39.5M | -16.02%(-336.17K) | $21.90(+1.48%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 6.44% | 638.7K | $29.2M | -15.28%(-115.16K) | $35.93(+39.92%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 6.26% | 845.0K | $28.3M | -16.84%(-171.12K) | $33.19(+0.72%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 4.97% | 465.4K | $22.5M | -23.25%(-140.96K) | $42.97(+22.43%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 4.13% | 543.2K | $18.7M | +2302.15%(+520.63K) | $34.88(+7.12%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.94% | 283.9K | $13.3M | -23.25%(-86.02K) | $40.14(+30.11%) | 2026-03-31 | |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 2.45% | 363.0K | $11.1M | +2245.08%(+347.56K) | $31.07(+8.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.54% | +27.86% |
| Top 20 Holdings Unweighted | +9.88% | +32.66% |
Sign up free to track Compton Financial Group, LLC, compare funds side by side, and get alerts the moment positions change.