BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 24 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BLK BLACKROCK INC Financial Services 751.0 $804K 0.01% NEW $1070.36 -0.6%
462 RSG REPUBLIC SVCS INC Industrials 3,793.0 $804K 0.01% NEW $211.92 +0.1%
463 MKC MCCORMICK & CO INC Consumer Defensive 11,728.0 $799K 0.01% NEW $68.11 -31.1%
464 VONV VANGUARD SCOTTSDALE FDS 8,651.0 $798K 0.01% NEW $92.30 +11.5%
465 EW EDWARDS LIFESCIENCES CORP Healthcare 9,331.0 $795K 0.01% NEW $85.25 -2.4%
466 PNBK PATRIOT NATL BANCORP INC Financial Services 434,748.0 $791K 0.01% NEW $1.82 -37.9%
467 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 21,667.0 $791K 0.01% NEW $36.49 +3.2%
468 EFG ISHARES TR 6,884.0 $784K 0.01% NEW $113.91 +6.6%
469 FCX FREEPORT-MCMORAN INC Basic Materials 15,424.0 $783K 0.01% NEW $50.79 +22.7%
470 CRBN ISHARES TR 3,386.0 $781K 0.01% NEW $230.56 +9.0%
471 DHI D R HORTON INC Consumer Cyclical 5,405.0 $779K 0.01% NEW $144.04 +0.1%
472 MADISON SQUARE GARDEN ENTMT 14,376.0 $775K 0.01% NEW $53.89
473 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,697.0 $768K 0.01% NEW $207.81 -39.0%
474 JVAL J P MORGAN EXCHANGE TRADED F 15,638.0 $768K 0.01% NEW $49.08 +12.7%
475 IWY ISHARES TR 2,761.0 $765K 0.01% NEW $276.98 +5.7%
476 IJJ ISHARES TR 5,808.0 $764K 0.01% NEW $131.59 +6.3%
477 SHV ISHARES TR 6,911.0 $761K 0.01% NEW $110.15 +0.1%
478 LRCX LAM RESEARCH CORP Technology 4,440.0 $760K 0.01% NEW $171.19 +76.6%
479 NOC NORTHROP GRUMMAN CORP Industrials 1,331.0 $759K 0.01% NEW $570.19 -3.3%
480 SCHC SCHWAB STRATEGIC TR 16,497.0 $751K 0.01% NEW $45.53 +10.3%
Page 24 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%