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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 32 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SLB SLB LIMITED Energy 10,688.0 $497K 0.01% +128.0 +1.2% $46.49 +15.2%
622 CGW INVESCO EXCH TRADED FD TR II 7,500.0 $493K 0.01% $65.73 -1.4%
623 DUK DUKE ENERGY CORP NEW Utilities 3,885.0 $492K 0.01% +378.0 +10.8% $126.58 -3.1%
624 ACWX ISHARES TR 6,452.0 $491K 0.01% +718.0 +12.5% $76.12 +1.6%
625 USRT ISHARES TR 7,385.0 $491K 0.01% $66.45 +1.1%
626 FORTINET INC 3,194.0 $491K 0.01% +542.0 +20.4% $153.60
627 VTWO VANGUARD SCOTTSDALE FDS 4,025.0 $489K 0.01% +43.0 +1.1% $121.42 -0.9%
628 BP BP PLC Energy 13,225.0 $489K 0.01% +541.0 +4.3% $36.95 +22.2%
629 HWM HOWMET AEROSPACE INC Industrials 1,817.0 $489K 0.01% +54.0 +3.1% $268.92 +1.8%
630 IUSG ISHARES TR 2,592.0 $488K 0.01% -33.0 -1.3% $188.09 +0.6%
631 EHC ENCOMPASS HEALTH CORP Healthcare 4,816.0 $487K 0.01% +572.0 +13.5% $101.08 +19.6%
632 PCAR PACCAR INC Industrials 4,042.0 $486K 0.01% +1K +39.4% $120.13 +7.3%
633 HDV ISHARES TR 17,635.0 $483K 0.01% NEW $27.41 +8.5%
634 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,469.0 $482K 0.01% +825.0 +6.0% $33.29 +23.8%
635 IDXX IDEXX LABS INC Healthcare 912.0 $480K 0.01% +148.0 +19.4% $526.26 +3.7%
636 RVLV REVOLVE GROUP INC Consumer Cyclical 20,884.0 $478K 0.01% $22.89 +5.5%
637 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,031.0 $473K 0.01% +235.0 +29.5% $459.13 +16.1%
638 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,203.0 $471K 0.01% +52.0 +4.5% $391.45 -5.5%
639 SKM SK TELECOM CO LTD Communication Services 14,601.0 $470K 0.01% +2K +15.7% $32.16 +19.1%
640 KMI KINDER MORGAN INC DEL Energy 14,676.0 $469K 0.01% +2K +13.2% $31.97 -1.1%
Page 32 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%