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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 21 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 JNK SPDR SERIES TRUST 2,551.0 $246K 0.00% +296.0 +13.1% $96.38 -0.7%
402 VTRS VIATRIS INC Healthcare 15,175.0 $241K 0.00% +986.0 +7.0% $15.88 +3.0%
403 PAYC PAYCOM SOFTWARE INC Technology 1,830.0 $230K 0.00% +167.0 +10.0% $125.68 +74.9%
404 VALE VALE S A Basic Materials 14,940.0 $225K 0.00% +1K +9.2% $15.04 -8.2%
405 IDA IDACORP INC Utilities 1,446.0 $219K 0.00% +25.0 +1.8% $151.35 -5.1%
406 SRLN SSGA ACTIVE ETF TR 5,295.0 $213K 0.00% +233.0 +4.6% $40.29 +0.5%
407 PBR PETROLEO BRASILEIRO S A Energy 13,128.0 $212K 0.00% +1K +10.1% $16.16 +12.4%
408 FANG DIAMONDBACK ENERGY INC Energy 1,206.0 $212K 0.00% +101.0 +9.1% $175.77 +19.0%
409 ZTS ZOETIS INC Healthcare 2,944.0 $212K 0.00% +50.0 +1.7% $71.87 +2.8%
410 KKR KKR & CO INC Financial Services 2,294.0 $211K 0.00% +128.0 +5.9% $91.78 +17.5%
411 NOK NOKIA CORP Technology 15,805.0 $210K 0.00% +3K +22.9% $13.28 -21.9%
412 NGG NATIONAL GRID PLC Utilities 2,532.0 $210K 0.00% +62.0 +2.5% $82.87 -1.0%
413 GRAB GRAB HOLDINGS LIMITED Technology 54,524.0 $206K 0.00% +11K +24.9% $3.77 -7.2%
414 NYT NEW YORK TIMES CO MTN BE Communication Services 2,914.0 $204K 0.00% +118.0 +4.2% $69.99 -6.1%
415 WIT WIPRO LTD Technology 85,163.0 $192K 0.00% +39K +84.2% $2.25 -14.9%
416 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 16,264.0 $168K 0.00% +306.0 +1.9% $10.30 -1.4%
417 TKC TURKCELL ILETISIM Communication Services 25,478.0 $150K 0.00% +12K +90.8% $5.88 -7.6%
418 HLN HALEON PLC Healthcare 14,560.0 $136K 0.00% +2K +12.2% $9.33 +4.2%
419 FINV FINVOLUTION GROUP Financial Services 25,000.0 $120K 0.00% +5K +25.0% $4.79 -9.5%
420 ATAIBECKLEY INC 17,917.0 $94K 0.00% +1K +6.4% $5.27
Page 21 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%