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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 30 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IAK ISHARES TR 4,090.0 $575K 0.01% -2K -32.8% $140.58 +2.5%
582 MET METLIFE INC Financial Services 6,787.0 $574K 0.01% +1K +18.4% $84.61 +10.5%
583 IVLU ISHARES TR 13,615.0 $569K 0.01% +2K +16.4% $41.82 +5.1%
584 RWJ INVESCO EXCH TRADED FD TR II 9,563.0 $569K 0.01% $59.50 +2.1%
585 DWX SPDR INDEX SHS FDS 12,353.0 $568K 0.01% +64.0 +0.5% $45.96 +4.2%
586 RPM RPM INTL INC Basic Materials 5,092.0 $566K 0.01% +78.0 +1.6% $111.14 -0.7%
587 PSA PUBLIC STORAGE Real Estate 1,774.0 $565K 0.01% +933.0 +110.9% $318.40 +1.4%
588 EOG EOG RES INC Energy 4,345.0 $564K 0.01% -534.0 -10.9% $129.73 +17.3%
589 AMP AMERIPRISE FINL INC Financial Services 1,228.0 $563K 0.01% $458.85 +19.2%
590 GSLC GOLDMAN SACHS ETF TR 3,966.0 $563K 0.01% -87.0 -2.1% $141.90 +2.7%
591 CAH CARDINAL HEALTH INC Healthcare 2,344.0 $557K 0.01% -186.0 -7.3% $237.60 -3.8%
592 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,869.0 $554K 0.01% $193.26 +4.1%
593 AMT AMERICAN TOWER CORP Real Estate 3,359.0 $549K 0.01% +160.0 +5.0% $163.57 +7.4%
594 HAL HALLIBURTON CO Energy 16,105.0 $547K 0.01% +585.0 +3.8% $33.95 +5.1%
595 D DOMINION ENERGY INC Utilities 7,995.0 $546K 0.01% +88.0 +1.1% $68.29 -1.2%
596 BETA BETA TECHNOLOGIES INC Industrials 32,474.0 $544K 0.01% NEW $16.75 +52.1%
597 L LOEWS CORP Financial Services 4,802.0 $544K 0.01% +245.0 +5.4% $113.21 -2.2%
598 GM GENERAL MTRS CO Consumer Cyclical 7,028.0 $542K 0.01% -85.0 -1.2% $77.07 +11.8%
599 BK BANK OF NY MELLON CORP Financial Services 3,743.0 $541K 0.01% +242.0 +6.9% $144.63 -0.6%
600 BLD TOPBUILD COR Industrials 1,526.0 $541K 0.01% $354.53 -0.0%
Page 30 of 51  ·  1,004 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%