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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 38 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ET ENERGY TRANSFER L P Energy 18,558.0 $355K 0.00% NEW $19.12 +10.8%
742 USXF ISHARES TR 5,102.0 $354K 0.00% -59.0 -1.1% $69.45 -1.9%
743 WPC WP CAREY INC Real Estate 4,937.0 $353K 0.00% +156.0 +3.3% $71.49 +0.6%
744 FRDM EA SERIES TRUST 4,834.0 $352K 0.00% NEW $72.90 -7.6%
745 BDX BECTON DICKINSON & CO Healthcare 2,322.0 $351K 0.00% +103.0 +4.6% $151.36 +23.9%
746 IWX ISHARES TR 3,337.0 $351K 0.00% -65.0 -1.9% $105.16 +7.6%
747 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,133.0 $350K 0.00% $164.27 +3.0%
748 PSF COHEN & STEERS SELECT PFD & Financial Services 17,308.0 $348K 0.00% -540.0 -3.0% $20.13 -4.1%
749 MANU MANCHESTER UTD PLC NEW Communication Services 15,100.0 $346K 0.00% $22.93 +4.4%
750 BITB BITWISE BITCOIN ETF TR Financial Services 10,861.0 $346K 0.00% NEW $31.86 +16.6%
751 MAS MASCO CORP Industrials 4,250.0 $346K 0.00% -667.0 -13.6% $81.37 -7.5%
752 DMXF ISHARES TR 4,078.0 $345K 0.00% -27.0 -0.7% $84.60 +2.3%
753 FLRN SPDR SERIES TRUST 11,132.0 $343K 0.00% -203.0 -1.8% $30.85 -0.2%
754 CALL EXXON MOBIL CORP 2,500.0 $342K 0.00% NEW $136.67
755 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,159.0 $341K 0.00% +477.0 +7.1% $47.68 -1.6%
756 WYNN WYNN RESORTS LTD Consumer Cyclical 3,503.0 $340K 0.00% +628.0 +21.8% $97.09 +3.1%
757 TFI SPDR SERIES TRUST 7,414.0 $340K 0.00% +3K +66.1% $45.80 -1.9%
758 LOGI LOGITECH INTL S A Technology 3,609.0 $339K 0.00% +95.0 +2.7% $94.04 +6.8%
759 RSPT INVESCO EXCHANGE TRADED FD T 5,256.0 $339K 0.00% $64.50 -1.1%
760 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,142.0 $338K 0.00% -103.0 -8.3% $295.92 +13.7%
Page 38 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%