Compass Financial Invests $2.35 Million in NTCT

27 sourcesUpdated Aug 23, 2026

Compass Financial Management LLC disclosed new positions in five companies during the second quarter, including NTCT, KLAC, QTUM, QCOM, and SBUX, with investments ranging from roughly $869,000 to $3.36 million and share counts spanning from under 5,000 to over 17,000. In NetScout Systems, Compass joined a broader wave of institutional activity as several funds expanded or established stakes, highlighting persistent appetite for technology names. The firm’s KLAC investment occurred amid a flurry of sizable purchases by other institutions, underscoring strong confidence in the semiconductor sector. Compass also added to its exposure in the Defiance Quantum ETF via QTUM, reflecting interest in innovative thematic funds alongside traditional equities. Across Starbucks, the investor’s 2Q activity complemented substantial increases by other funds, signaling broad institutional conviction in consumer discretionary names. Taken together, the filings illustrate a pattern of selective new stakes by Compass in high-conviction names, alongside broad institutional positioning in these equities.

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