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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 47 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HYD VANECK ETF TRUST 4,236.0 $218K 0.00% NEW $51.51 -2.7%
922 CALL PROSHARES TR 6,000.0 $218K 0.00% NEW $36.31
923 REXR REXFORD INDL RLTY INC Real Estate 6,494.0 $218K 0.00% NEW $33.50 +10.6%
924 TD TORONTO DOMINION BK ONT Financial Services 1,787.0 $217K 0.00% NEW $121.41 +0.5%
925 STM STMICROELECTRONICS N V Technology 2,895.0 $217K 0.00% NEW $74.89 -30.2%
926 RJF RAYMOND JAMES FINL INC Financial Services 1,421.0 $216K 0.00% NEW $152.00 +18.0%
927 XEL XCEL ENERGY INC Utilities 2,682.0 $215K 0.00% NEW $80.29 -1.4%
928 POR PORTLAND GEN ELEC CO Utilities 4,135.0 $214K 0.00% -152.0 -3.5% $51.83 -2.5%
929 SRLN SSGA ACTIVE ETF TR 5,295.0 $213K 0.00% +233.0 +4.6% $40.29 +0.5%
930 APA APA CORPORATION Energy 6,544.0 $213K 0.00% NEW $32.57 +30.1%
931 HST HOST HOTELS & RESORTS INC Real Estate 8,966.0 $213K 0.00% NEW $23.71 -3.3%
932 MHK MOHAWK INDS INC Consumer Cyclical 1,752.0 $213K 0.00% NEW $121.33 +9.5%
933 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 8,695.0 $213K 0.00% NEW $24.44 -4.1%
934 PBR PETROLEO BRASILEIRO S A Energy 13,128.0 $212K 0.00% +1K +10.1% $16.16 +12.5%
935 VGIT VANGUARD SCOTTSDALE FDS 3,596.0 $212K 0.00% -91.0 -2.5% $58.98 -1.0%
936 FANG DIAMONDBACK ENERGY INC Energy 1,206.0 $212K 0.00% +101.0 +9.1% $175.77 +19.5%
937 ZTS ZOETIS INC Healthcare 2,944.0 $212K 0.00% +50.0 +1.7% $71.87 +2.9%
938 IBMQ ISHARES TR 8,271.0 $212K 0.00% NEW $25.58 -0.4%
939 SYF SYNCHRONY FINANCIAL Financial Services 2,779.0 $211K 0.00% NEW $76.06 +5.9%
940 KKR KKR & CO INC Financial Services 2,294.0 $211K 0.00% +128.0 +5.9% $91.78 +16.8%
Page 47 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%