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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNILEVER PLC 4,186.0 $252K 0.00% NEW $60.12
82 WBI WATERBRIDGE INFRASTRUCTURE L Energy 7,279.0 $249K 0.00% NEW $34.27 -8.1%
83 EZU ISHARES INC 3,558.0 $247K 0.00% NEW $69.51 +2.4%
84 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,421.0 $246K 0.00% NEW $173.03 -51.6%
85 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 9,796.0 $245K 0.00% NEW $25.06 +14.6%
86 ICLN ISHARES TR 11,976.0 $245K 0.00% NEW $20.49 -13.5%
87 EGP EASTGROUP PPTYS INC Real Estate 1,211.0 $245K 0.00% NEW $202.53 -0.1%
88 TMDX TRANSMEDICS GROUP INC Healthcare 3,674.0 $244K 0.00% NEW $66.42 +38.6%
89 IBMP ISHARES TR 9,322.0 $237K 0.00% NEW $25.42 -0.2%
90 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,876.0 $237K 0.00% NEW $82.39 -5.6%
91 LNT ALLIANT ENERGY CORP Utilities 3,096.0 $236K 0.00% NEW $76.30 -7.4%
92 CNO CNO FINL GROUP INC Financial Services 4,624.0 $236K 0.00% NEW $50.97 +7.5%
93 FLEX FLEX LTD Technology 1,450.0 $235K 0.00% NEW $162.07 -25.6%
94 OKE ONEOK INC NEW Energy 2,690.0 $234K 0.00% NEW $86.93 +12.1%
95 HAFN HAFNIA LTD Industrials 35,000.0 $232K 0.00% NEW $6.64 +16.6%
96 GRUPO CIBEST SA 2,919.0 $232K 0.00% NEW $79.43
97 EWK ISHARES INC 8,500.0 $230K 0.00% NEW $27.07 -0.2%
98 HIMS HIMS & HERS HEALTH INC Healthcare 6,552.0 $227K 0.00% NEW $34.67 -20.0%
99 REGCO REGENCY CTRS CORP Real Estate 2,847.0 $227K 0.00% NEW $79.73 -72.5%
100 CBT CABOT CORP Basic Materials 2,497.0 $227K 0.00% NEW $90.82 -6.4%
Page 5 of 8  ·  150 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%