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Home > Institutional Investor > Compass Capital Corp V > Profile

Instuitional Investor - Compass Capital Corp V

Fund Profile
Filing Period:
Fund Name: Compass Capital Corp V
Portfolio Value $256,523,316
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 39,648 $9,333,660 3.63%
2.
Simplify Exchange Traded Fun - MBS ETF
 185,576 $9,221,271 3.59%
3.
Microsoft Corp
 MSFT 19,834 $8,531,701 3.32%
4.
Vanguard Admiral Fds Inc
 18,650 $7,137,027 2.78%
5.
Ishares Trust
 IEF 31,664 $6,209,215 2.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)