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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.0B AUM 865 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 865 New
Page 10 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CB CHUBB LIMITED Financial Services 16,634.0 $5.2M 0.07% NEW $312.11 +5.8%
182 JAVA J P MORGAN EXCHANGE TRADED F 72,368.0 $5.2M 0.07% NEW $71.72 +6.3%
183 EFAX SPDR INDEX SHS FDS 102,473.0 $5.2M 0.07% NEW $50.47 +6.6%
184 IBDS ISHARES TR 210,756.0 $5.1M 0.07% NEW $24.28 -0.3%
185 GE GE AEROSPACE Industrials 16,587.0 $5.1M 0.07% NEW $308.02 -2.0%
186 PJUL INNOVATOR ETFS TRUST 108,862.0 $5.1M 0.07% NEW $46.43 +4.3%
187 UBER UBER TECHNOLOGIES INC Technology 61,422.0 $5.0M 0.07% NEW $81.71 -8.7%
188 BX BLACKSTONE INC Financial Services 32,534.0 $5.0M 0.07% NEW $154.14 -23.1%
189 LOW LOWES COS INC Consumer Cyclical 20,267.0 $4.9M 0.07% NEW $241.16 -9.9%
190 ITW ILLINOIS TOOL WKS INC Industrials 19,764.0 $4.9M 0.07% NEW $246.30 +1.5%
191 SCHG SCHWAB STRATEGIC TR 149,157.0 $4.9M 0.07% NEW $32.62 +5.2%
192 SYY SYSCO CORP Consumer Defensive 65,872.0 $4.9M 0.07% NEW $73.69 +2.4%
193 SMB VANECK ETF TRUST 278,329.0 $4.8M 0.07% NEW $17.41 -1.0%
194 GEV GE VERNOVA INC Utilities 7,383.0 $4.8M 0.07% NEW $653.61 +59.7%
195 SCZ ISHARES TR 62,058.0 $4.8M 0.07% NEW $77.53 +9.8%
196 AMD ADVANCED MICRO DEVICES INC Technology 22,274.0 $4.8M 0.07% NEW $214.16 +109.9%
197 VMBS VANGUARD SCOTTSDALE FDS 101,239.0 $4.8M 0.07% NEW $47.08 -1.2%
198 CI THE CIGNA GROUP Healthcare 17,229.0 $4.7M 0.07% NEW $275.23 +2.5%
199 CSX CSX CORP Industrials 127,402.0 $4.6M 0.07% NEW $36.25 +26.6%
200 SCHW SCHWAB CHARLES CORP Financial Services 46,133.0 $4.6M 0.07% NEW $99.91 -9.8%
Page 10 of 44  ·  865 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 32.1%
Financial Services 23.0%
Communication Services 10.4%
Consumer Cyclical 9.8%
Industrials 7.4%
Healthcare 6.4%
Consumer Defensive 5.5%
Energy 2.3%
Basic Materials 1.2%
Real Estate 1.1%