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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 9 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RSG REPUBLIC SVCS INC Industrials 3,805.0 $811K 0.01% -32.0 -0.8% $213.09 +2.4%
162 AEP AMERICAN ELEC PWR CO INC Utilities 5,881.0 $805K 0.01% -343.0 -5.5% $136.81 -7.7%
163 RYN RAYONIER INC Real Estate 37,358.0 $795K 0.01% -342.0 -0.9% $21.28 -2.5%
164 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,825.0 $782K 0.01% -189.0 -2.1% $88.60 -31.9%
165 IMCB ISHARES TR 8,067.0 $779K 0.01% -716.0 -8.2% $96.56 +3.6%
166 SPTL SPDR SERIES TRUST 29,691.0 $779K 0.01% -5K -15.3% $26.23 -4.7%
167 EEMV ISHARES INC 10,215.0 $769K 0.01% -2K -17.2% $75.28 -1.3%
168 EWJ ISHARES INC 8,043.0 $750K 0.01% -173.0 -2.1% $93.27 +2.4%
169 SCHA SCHWAB STRATEGIC TR 20,472.0 $740K 0.01% -144.0 -0.7% $36.13 -3.0%
170 AOR ISHARES TR 10,561.0 $734K 0.01% -1K -10.8% $69.50 +0.3%
171 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 15,227.0 $728K 0.01% -1K -8.6% $47.81 -8.8%
172 EFAV ISHARES TR 8,287.0 $727K 0.01% -2K -19.8% $87.71 +6.3%
173 XSW SPDR SERIES TRUST 4,071.0 $699K 0.01% -9K -69.8% $171.81 +15.4%
174 IWY ISHARES TR 2,403.0 $698K 0.01% -363.0 -13.1% $290.65 -1.2%
175 FPEI FIRST TR EXCH TRADED FD III 34,974.0 $675K 0.01% -14K -28.9% $19.29 -0.9%
176 CANADIAN PACIFIC KANSAS CITY 7,775.0 $674K 0.01% -2K -20.7% $86.65
177 INTU INTUIT Technology 2,518.0 $657K 0.01% -4K -58.8% $260.97 +35.6%
178 ROP ROPER TECHNOLOGIES INC Industrials 1,904.0 $644K 0.01% -184.0 -8.8% $338.43 +17.8%
179 AEM AGNICO EAGLE MINES LTD Basic Materials 4,120.0 $639K 0.01% -115.0 -2.7% $155.11 +21.1%
180 SMB VANECK ETF TRUST 36,552.0 $634K 0.01% -2K -5.2% $17.35 -0.8%
Page 9 of 15  ·  284 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%