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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $8.5B AUM 1,004 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 150 New 421 Added 284 Reduced 37 Exited
Page 18 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPDR SERIES TRUST 12,360.0 $385K 0.01% +1K +10.1% $31.18
342 FNDX SCHWAB STRATEGIC TR 12,382.0 $385K 0.01% +442.0 +3.7% $31.10 +4.5%
343 ED CONSOLIDATED EDISON INC Utilities 3,411.0 $377K 0.00% +20.0 +0.6% $110.62 -1.2%
344 GWW WW GRAINGER INC Industrials 276.0 $376K 0.00% +24.0 +9.5% $1361.78 -3.4%
345 TER TERADYNE INC Technology 775.0 $375K 0.00% +75.0 +10.7% $484.14 -18.1%
346 CORP PIMCO ETF TR 3,841.0 $372K 0.00% +46.0 +1.2% $96.91 -2.2%
347 RF REGIONS FINANCIAL CORP NEW Financial Services 12,321.0 $372K 0.00% +4K +44.9% $30.20 +4.3%
348 MGK VANGUARD WORLD FD 4,200.0 $369K 0.00% +3K +370.3% $87.91 +1.6%
349 HUBS HUBSPOT INC Technology 2,021.0 $369K 0.00% +222.0 +12.3% $182.51 +23.6%
350 HALO HALOZYME THERAPEUTICS INC Healthcare 4,684.0 $367K 0.00% +50.0 +1.1% $78.27 +33.3%
351 IFN ABERDEEN INDIA FD INC Financial Services 31,119.0 $366K 0.00% +12K +62.8% $11.75 +0.3%
352 GIS GENERAL MILLS INC Consumer Defensive 10,478.0 $365K 0.00% +1K +11.3% $34.80 +10.5%
353 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,103.0 $365K 0.00% +155.0 +16.4% $330.51 +0.0%
354 AOA ISHARES TR 3,699.0 $361K 0.00% +104.0 +2.9% $97.59 +1.2%
355 TDC TERADATA CORP DEL Technology 10,280.0 $356K 0.00% +163.0 +1.6% $34.65 -18.8%
356 WPC WP CAREY INC Real Estate 4,937.0 $353K 0.00% +156.0 +3.3% $71.49 +0.2%
357 BDX BECTON DICKINSON & CO Healthcare 2,322.0 $351K 0.00% +103.0 +4.6% $151.36 +20.2%
358 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,159.0 $341K 0.00% +477.0 +7.1% $47.68 -1.9%
359 WYNN WYNN RESORTS LTD Consumer Cyclical 3,503.0 $340K 0.00% +628.0 +21.8% $97.09 +5.2%
360 TFI SPDR SERIES TRUST 7,414.0 $340K 0.00% +3K +66.1% $45.80 -2.1%
Page 18 of 22  ·  421 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 21.6%
Communication Services 10.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Healthcare 6.4%
Consumer Defensive 5.0%
Energy 2.6%
Real Estate 1.4%
Basic Materials 1.3%