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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 13 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WAB WABTEC Industrials 15,488.0 $3.3M 0.05% NEW $213.45 +21.4%
242 ABT ABBOTT LABS Healthcare 25,916.0 $3.2M 0.05% NEW $125.29 -29.9%
243 VGT VANGUARD WORLD FD 4,287.0 $3.2M 0.05% NEW $753.85 -84.8%
244 BWXT BWX TECHNOLOGIES INC Industrials 18,684.0 $3.2M 0.05% NEW $172.84 +17.2%
245 ESML ISHARES TR 69,892.0 $3.2M 0.05% NEW $45.98 +12.8%
246 ETN EATON CORP PLC Industrials 9,982.0 $3.2M 0.05% NEW $318.49 +19.8%
247 RSP INVESCO EXCHANGE TRADED FD T 15,991.0 $3.1M 0.04% NEW $191.56 +6.9%
248 COHR COHERENT CORP Technology 16,473.0 $3.0M 0.04% NEW $184.57 +104.8%
249 APOS APOLLO GLOBAL MGMT INC Financial Services 20,987.0 $3.0M 0.04% NEW $144.76 -81.9%
250 PZT INVESCO EXCH TRADED FD TR II 134,464.0 $3.0M 0.04% NEW $22.31 -0.9%
251 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 32,475.0 $3.0M 0.04% NEW $91.21 +1.2%
252 VOE VANGUARD INDEX FDS 16,670.0 $3.0M 0.04% NEW $177.37 +8.6%
253 PLD PROLOGIS INC. Real Estate 23,088.0 $2.9M 0.04% NEW $127.66 +13.3%
254 REGN REGENERON PHARMACEUTICALS Healthcare 3,742.0 $2.9M 0.04% NEW $771.86 -15.8%
255 QCOM QUALCOMM INC Technology 16,794.0 $2.9M 0.04% NEW $171.05 +18.4%
256 UNH UNITEDHEALTH GROUP INC Healthcare 8,653.0 $2.9M 0.04% NEW $330.10 +16.1%
257 BSX BOSTON SCIENTIFIC CORP Healthcare 29,707.0 $2.8M 0.04% NEW $95.35 -40.1%
258 VBR VANGUARD INDEX FDS 13,303.0 $2.8M 0.04% NEW $211.79 +9.0%
259 MDT MEDTRONIC PLC Healthcare 29,329.0 $2.8M 0.04% NEW $96.06 -18.6%
260 RAAX VANECK ETF TRUST 80,204.0 $2.8M 0.04% NEW $34.93 +19.2%
Page 13 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%