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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 35 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PNBK PATRIOT NATL BANCORP INC Financial Services 434,748.0 $416K 0.01% $0.96 +8.1%
682 TOTALENERGIES SE 5,330.0 $414K 0.01% +578.0 +12.2% $77.76
683 FIW FIRST TR EXCHANGE-TRADED FD 3,784.0 $414K 0.01% -22.0 -0.6% $109.53 +1.3%
684 SNOW SNOWFLAKE INC Technology 1,608.0 $409K 0.01% NEW $254.50 +25.6%
685 VGSH VANGUARD SCOTTSDALE FDS 7,024.0 $409K 0.01% $58.20 -0.1%
686 NEM NEWMONT CORP Basic Materials 4,368.0 $408K 0.01% -1K -20.5% $93.40 +37.1%
687 RY ROYAL BK CDA Financial Services 1,970.0 $408K 0.01% +304.0 +18.2% $207.01 -0.7%
688 DFSE DIMENSIONAL ETF TRUST 8,334.0 $407K 0.01% NEW $48.88 -1.4%
689 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,453.0 $406K 0.01% +69.0 +1.6% $91.21 -16.5%
690 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,387.0 $404K 0.01% NEW $291.27 -9.1%
691 BOX BOX INC Technology 15,190.0 $403K 0.01% -2K -10.7% $26.54 +24.4%
692 DISV DIMENSIONAL ETF TRUST 10,037.0 $403K 0.01% NEW $40.13 +9.6%
693 CRH PLC 3,761.0 $402K 0.01% +310.0 +9.0% $107.01
694 BKR BAKER HUGHES COMPANY Energy 7,251.0 $402K 0.01% +283.0 +4.1% $55.50 +13.3%
695 PSEP INNOVATOR ETFS TRUST 8,738.0 $402K 0.01% $46.05 +1.5%
696 IJK ISHARES TR 3,410.0 $401K 0.01% +191.0 +5.9% $117.50 -2.2%
697 ATO ATMOS ENERGY CORP Utilities 2,315.0 $399K 0.01% -21.0 -0.9% $172.24 -0.1%
698 RKT ROCKET COS INC Financial Services 25,305.0 $399K 0.01% $15.75 -11.3%
699 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 57,297.0 $396K 0.01% NEW $6.92 -27.2%
700 RLY SSGA ACTIVE ETF TR 11,441.0 $395K 0.01% $34.51 +8.8%
Page 35 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%