Compass Investment Advisers LLC

**Compass Investment Advisers LLC** manages $34M across a concentrated portfolio of 29 positions. The strategy exhibits a strong tilt toward U.S. large-cap growth and value, evidenced by top holdings in VUG ($5.0M), VIG ($4.3M), and VTV ($4.3M). Significant allocations are also maintained in technology leaders like MSFT ($3.4M) and international exposure via IEFA ($2.9M). This structure suggests a core focus on established, high-quality equity sectors.

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