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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 20 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 COWZ PACER FDS TR 4,722.0 $294K 0.00% +165.0 +3.6% $62.20 +12.4%
382 VRSN VERISIGN INC Technology 1,162.0 $292K 0.00% +270.0 +30.3% $251.56 +8.4%
383 CLH CLEAN HARBORS INC Industrials 969.0 $289K 0.00% +210.0 +27.7% $298.75 +9.1%
384 PKX POSCO HOLDINGS INC Basic Materials 5,622.0 $289K 0.00% +2K +57.0% $51.38 +15.0%
385 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,544.0 $283K 0.00% +33.0 +2.2% $183.16 +0.7%
386 NOBL PROSHARES TR 4,949.0 $278K 0.00% +3K +115.8% $56.16 +3.2%
387 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,064.0 $276K 0.00% +148.0 +2.5% $45.52 +9.3%
388 FITB FIFTH THIRD BANCORP Financial Services 4,852.0 $274K 0.00% +497.0 +11.4% $56.37 +2.2%
389 FENI FIDELITY COVINGTON TRUST 6,804.0 $273K 0.00% +602.0 +9.7% $40.13 +4.5%
390 NNN NNN REIT INC Real Estate 5,816.0 $271K 0.00% +546.0 +10.4% $46.53 -0.8%
391 EIX EDISON INTL Utilities 3,604.0 $268K 0.00% +262.0 +7.8% $74.45 -4.2%
392 CSL CARLISLE COS INC Industrials 738.0 $268K 0.00% +4.0 +0.5% $362.75 -0.6%
393 FNB F N B CORP Financial Services 13,970.0 $267K 0.00% +1K +7.8% $19.08 +1.7%
394 FOXA FOX CORP Communication Services 5,040.0 $263K 0.00% +316.0 +6.7% $52.16 +32.6%
395 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,408.0 $260K 0.00% +66.0 +2.8% $107.78 +4.8%
396 IEV ISHARES TR 3,538.0 $258K 0.00% +61.0 +1.8% $72.85 +3.5%
397 AEE AMEREN CORP Utilities 2,277.0 $257K 0.00% +295.0 +14.9% $113.04 -3.2%
398 IGF ISHARES TR 3,859.0 $257K 0.00% +37.0 +1.0% $66.61 -1.5%
399 REMX VANECK ETF TRUST 2,851.0 $252K 0.00% +512.0 +21.9% $88.49 -10.8%
400 TXT TEXTRON INC Industrials 2,745.0 $252K 0.00% +151.0 +5.8% $91.74 -4.5%
Page 20 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%