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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 37 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PKG PACKAGING CORP AMER Consumer Cyclical 1,571.0 $374K 0.00% -10.0 -0.6% $238.35 +6.1%
722 CORP PIMCO ETF TR 3,841.0 $372K 0.00% +46.0 +1.2% $96.91 -1.7%
723 RF REGIONS FINANCIAL CORP NEW Financial Services 12,321.0 $372K 0.00% +4K +44.9% $30.20 +1.3%
724 FFTY CAPITAL-FORCE ETF TR 8,500.0 $370K 0.00% NEW $43.55 -14.7%
725 MGK VANGUARD WORLD FD 4,200.0 $369K 0.00% +3K +370.3% $87.91 +1.7%
726 HUBS HUBSPOT INC Technology 2,021.0 $369K 0.00% +222.0 +12.3% $182.51 +32.4%
727 ROKU ROKU INC Communication Services 2,670.0 $369K 0.00% -5K -65.6% $138.14 +13.5%
728 CALL INVESCO QQQ TR 500.0 $368K 0.00% NEW $736.40
729 HALO HALOZYME THERAPEUTICS INC Healthcare 4,684.0 $367K 0.00% +50.0 +1.1% $78.27 +37.5%
730 IFN ABERDEEN INDIA FD INC Financial Services 31,119.0 $366K 0.00% +12K +62.8% $11.75 +0.9%
731 GIS GENERAL MILLS INC Consumer Defensive 10,478.0 $365K 0.00% +1K +11.3% $34.80 +14.9%
732 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,103.0 $365K 0.00% +155.0 +16.4% $330.51 +1.3%
733 AOA ISHARES TR 3,699.0 $361K 0.00% +104.0 +2.9% $97.59 +1.7%
734 BEAM BEAM THERAPEUTICS INC Healthcare 10,506.0 $361K 0.00% NEW $34.32 -15.3%
735 GRMN GARMIN LTD Technology 1,514.0 $360K 0.00% -64.0 -4.1% $237.48 +24.5%
736 PDEC INNOVATOR ETFS TRUST 7,789.0 $357K 0.00% $45.89 +2.0%
737 HUM HUMANA INC Healthcare 900.0 $357K 0.00% NEW $397.00 -4.8%
738 TDC TERADATA CORP DEL Technology 10,280.0 $356K 0.00% +163.0 +1.6% $34.65 -19.5%
739 PRK PARK NATL CORP Financial Services 1,946.0 $356K 0.00% -362.0 -15.7% $182.99 +10.2%
740 SPACE EXPLORATION TECHN CORP 2,084.0 $356K 0.00% NEW $170.86
Page 37 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%