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 32 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PUT AMAZON COM INC 1,800.0 $415K 0.01% NEW $230.82
622 FIW FIRST TR EXCHANGE-TRADED FD 3,803.0 $413K 0.01% NEW $108.65 -6.8%
623 DVN DEVON ENERGY CORP NEW Energy 11,260.0 $412K 0.01% NEW $36.63 +28.6%
624 BIDU BAIDU INC Communication Services 3,156.0 $412K 0.01% NEW $130.65 +0.4%
625 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,333.0 $412K 0.01% NEW $176.47 -12.5%
626 JEMA J P MORGAN EXCHANGE TRADED F 8,394.0 $411K 0.01% NEW $49.00 +24.3%
627 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 703.0 $409K 0.01% NEW $582.34 -11.8%
628 KMI KINDER MORGAN INC DEL Energy 14,790.0 $407K 0.01% NEW $27.49 +21.9%
629 OMDA OMADA HEALTH INC Healthcare 25,722.0 $406K 0.01% NEW $15.78 +4.2%
630 PSA PUBLIC STORAGE OPER CO Real Estate 1,550.0 $402K 0.01% NEW $259.53 +16.7%
631 FANG DIAMONDBACK ENERGY INC Energy 2,657.0 $399K 0.01% NEW $150.33 +33.7%
632 NATL NCR ATLEOS CORPORATION Technology 10,443.0 $398K 0.01% NEW $38.11 +17.6%
633 BDX BECTON DICKINSON & CO Healthcare 2,039.0 $396K 0.01% NEW $194.07 -24.6%
634 BP BP PLC Energy 11,393.0 $396K 0.01% NEW $34.73 +29.2%
635 ATO ATMOS ENERGY CORP Utilities 2,348.0 $394K 0.01% NEW $167.63 +5.9%
636 BKR BAKER HUGHES COMPANY Energy 8,559.0 $390K 0.01% NEW $45.54 +44.5%
637 SPOT SPOTIFY TECHNOLOGY S A Communication Services 669.0 $388K 0.01% NEW $580.71 -25.4%
638 BK BANK NEW YORK MELLON CORP Financial Services 3,323.0 $386K 0.01% NEW $116.08 +19.7%
639 UEC URANIUM ENERGY CORP Energy 32,533.0 $380K 0.01% NEW $11.68 +9.2%
640 XLP SELECT SECTOR SPDR TR 4,887.0 $380K 0.01% NEW $77.68 +9.0%
Page 32 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%