Compton Financial Group, LLC Portfolio Holdings

Compton Financial Group, LLC

  • $346 Million
  • Q1 2025

Compton Financial Group, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $346 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $70.4M, Spdr Ser Tr Spdr Portfolio Int with a value of $51.6M, Spdr Portfolio S&P 500 Value E with a value of $37.3M, Spdr Ser Tr Spdr Portfolio Mor with a value of $35.7M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $24.6M.

Examining the 13F form we can see an increase of $9.97M in the current position value, from $337M to 346M.

Below you can find more details about Compton Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $346 Million
ETFs: $337 Million
Technology: $1.97 Million
Financial Services: $1.92 Million
Consumer Defensive: $1.58 Million
Utilities: $1.11 Million
Energy: $1.04 Million
Consumer Cyclical: $830,000
Healthcare: $662,000
Other: $412,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $346 Million
  • Prior Value $337 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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