BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 45 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 XLU SELECT SECTOR SPDR TR 5,444.0 $247K 0.00% -1K -20.3% $45.34 -2.9%
882 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,421.0 $246K 0.00% NEW $173.03 -52.7%
883 JNK SPDR SERIES TRUST 2,551.0 $246K 0.00% +296.0 +13.1% $96.38 -0.7%
884 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 9,796.0 $245K 0.00% NEW $25.06 +14.9%
885 ICLN ISHARES TR 11,976.0 $245K 0.00% NEW $20.49 -13.4%
886 EGP EASTGROUP PPTYS INC Real Estate 1,211.0 $245K 0.00% NEW $202.53 -0.2%
887 TMDX TRANSMEDICS GROUP INC Healthcare 3,674.0 $244K 0.00% NEW $66.42 +36.5%
888 VCR VANGUARD WORLD FD 611.0 $242K 0.00% $396.79 -1.4%
889 VTRS VIATRIS INC Healthcare 15,175.0 $241K 0.00% +986.0 +7.0% $15.88 +1.8%
890 SPHQ INVESCO EXCHANGE TRADED FD T 2,659.0 $240K 0.00% -25.0 -0.9% $90.10 -3.8%
891 IBMP ISHARES TR 9,322.0 $237K 0.00% NEW $25.42 -0.2%
892 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,876.0 $237K 0.00% NEW $82.39 -6.0%
893 LNT ALLIANT ENERGY CORP Utilities 3,096.0 $236K 0.00% NEW $76.30 -8.3%
894 SNPS SYNOPSYS INC Technology 529.0 $236K 0.00% -682.0 -56.3% $446.13 -9.4%
895 CNO CNO FINL GROUP INC Financial Services 4,624.0 $236K 0.00% NEW $50.97 +7.0%
896 FLEX FLEX LTD Technology 1,450.0 $235K 0.00% NEW $162.07 -25.8%
897 IAGG ISHARES TR 4,633.0 $234K 0.00% -100.0 -2.1% $50.60 -1.6%
898 OKE ONEOK INC NEW Energy 2,690.0 $234K 0.00% NEW $86.93 +11.7%
899 HYMB SPDR SERIES TRUST 9,184.0 $234K 0.00% -2K -14.1% $25.44 -2.6%
900 HAFN HAFNIA LTD Industrials 35,000.0 $232K 0.00% NEW $6.64 +17.2%
Page 45 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%