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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.3B AUM 891 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 343 Added 342 Reduced 62 Exited
Page 28 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BP BP PLC Energy 12,684.0 $596K 0.01% +1K +11.3% $47.00 -4.5%
542 NEM NEWMONT CORP Basic Materials 5,493.0 $595K 0.01% +375.0 +7.3% $108.26 +0.1%
543 IYR ISHARES TR 6,245.0 $591K 0.01% -368.0 -5.6% $94.56 +8.5%
544 EPD ENTERPRISE PRODS PARTNERS L Energy 15,572.0 $589K 0.01% +713.0 +4.8% $37.84 +4.3%
545 SYK STRYKER CORPORATION Healthcare 1,781.0 $585K 0.01% -589.0 -24.9% $328.59 -2.2%
546 DVN DEVON ENERGY CORP NEW Energy 11,417.0 $575K 0.01% +157.0 +1.4% $50.32 -6.4%
547 WMB WILLIAMS COS INC Energy 7,767.0 $565K 0.01% -335.0 -4.1% $72.78 +7.0%
548 PNBK PATRIOT NATL BANCORP INC Financial Services 434,748.0 $561K 0.01% $1.29 -12.4%
549 DWX SPDR INDEX SHS FDS 12,289.0 $560K 0.01% NEW $45.60 +3.3%
550 ANET ARISTA NETWORKS INC Technology 4,556.0 $559K 0.01% +92.0 +2.1% $122.77 +21.0%
551 AIG AMERICAN INTL GROUP INC Financial Services 7,430.0 $559K 0.01% -664.0 -8.2% $75.25 +4.5%
552 JVAL J P MORGAN EXCHANGE TRADED F 11,313.0 $553K 0.01% -4K -27.7% $48.86 +13.2%
553 CLX CLOROX CO DEL Consumer Defensive 5,331.0 $552K 0.01% -904.0 -14.5% $103.62 -8.2%
554 MO ALTRIA GROUP INC Consumer Defensive 8,366.0 $552K 0.01% -185.0 -2.2% $65.99 +11.7%
555 AMT AMERICAN TOWER CORP Real Estate 3,199.0 $552K 0.01% -760.0 -19.2% $172.56 +6.5%
556 LGLV SPDR SERIES TRUST 3,091.0 $550K 0.01% -3K -50.9% $178.07 +0.6%
557 AMP AMERIPRISE FINL INC Financial Services 1,233.0 $548K 0.01% -68.0 -5.2% $444.40 +1.4%
558 BN BROOKFIELD CORP Financial Services 13,523.0 $547K 0.01% +2K +17.7% $40.47 +12.3%
559 SLB SLB LIMITED Energy 10,560.0 $543K 0.01% +770.0 +7.9% $51.39 +11.5%
560 BLD TOPBUILD COR Industrials 1,530.0 $537K 0.01% -30.0 -1.9% $351.30 +17.0%
Page 28 of 45  ·  891 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 30.6%
Financial Services 21.3%
Communication Services 10.3%
Consumer Cyclical 9.8%
Industrials 8.4%
Healthcare 6.8%
Consumer Defensive 5.8%
Energy 3.2%
Real Estate 1.4%
Basic Materials 1.4%