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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 42 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FPE FIRST TR EXCH TRADED FD III 16,143.0 $289K 0.00% -19K -54.2% $17.88 -0.6%
822 XSMO INVESCO EXCHANGE TRADED FD T 3,080.0 $288K 0.00% NEW $93.63 -6.8%
823 VIS VANGUARD WORLD FD 791.0 $285K 0.00% $360.42 -3.1%
824 RNR RENAISSANCERE HLDGS LTD Financial Services 898.0 $285K 0.00% -16.0 -1.8% $316.90 +0.1%
825 J JACOBS SOLUTIONS INC Industrials 2,258.0 $285K 0.00% -102.0 -4.3% $126.00 +17.0%
826 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,544.0 $283K 0.00% +33.0 +2.2% $183.16 +0.6%
827 ZM ZOOM COMMUNICATIONS INC Technology 3,257.0 $281K 0.00% NEW $86.31 +24.5%
828 COMMUNITY WEST BANCSHARES NE 10,396.0 $279K 0.00% NEW $26.86
829 EWU ISHARES TR 6,037.0 $279K 0.00% $46.14 +5.3%
830 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,351.0 $279K 0.00% -226.0 -4.9% $64.01 +16.6%
831 CSGP COSTAR GROUP INC Real Estate 9,829.0 $278K 0.00% -2K -14.4% $28.32 +19.1%
832 NOBL PROSHARES TR 4,949.0 $278K 0.00% +3K +115.8% $56.16 +4.6%
833 PUT NEBIUS GROUP N.V. 1,000.0 $276K 0.00% NEW $276.17
834 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,064.0 $276K 0.00% +148.0 +2.5% $45.52 +16.4%
835 POOL POOL CORP Industrials 1,284.0 $276K 0.00% NEW $214.90 -8.8%
836 FITB FIFTH THIRD BANCORP Financial Services 4,852.0 $274K 0.00% +497.0 +11.4% $56.37 -2.5%
837 U HAUL HOLDING COMPANY 4,740.0 $273K 0.00% -1K -20.1% $57.70
838 FENI FIDELITY COVINGTON TRUST 6,804.0 $273K 0.00% +602.0 +9.7% $40.13 +3.5%
839 VIKING HOLDINGS LTD 2,598.0 $272K 0.00% NEW $104.65
840 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,298.0 $272K 0.00% NEW $63.25 +16.3%
Page 42 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%