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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 48 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 VENTURE GLOBAL INC 18,903.0 $210K 0.00% $11.13
942 NOK NOKIA CORP Technology 15,805.0 $210K 0.00% +3K +22.9% $13.28 -21.8%
943 NGG NATIONAL GRID PLC Utilities 2,532.0 $210K 0.00% +62.0 +2.5% $82.87 -0.9%
944 DFUV DIMENSIONAL ETF TRUST 3,810.0 $210K 0.00% -900.0 -19.1% $55.01 +4.1%
945 UNM UNUM GROUP Financial Services 2,325.0 $208K 0.00% NEW $89.40 +0.4%
946 SCHZ SCHWAB STRATEGIC TR 8,981.0 $208K 0.00% -4K -29.1% $23.13 -1.6%
947 NWE NORTHWESTERN ENERGY GROUP IN Utilities 2,898.0 $208K 0.00% NEW $71.62 -1.4%
948 PB PROSPERITY BANCSHARES INC Financial Services 2,841.0 $207K 0.00% NEW $73.03 +1.8%
949 WEC WEC ENERGY GROUP INC Utilities 1,776.0 $207K 0.00% NEW $116.74 -4.9%
950 ISHARES TR 9,262.0 $207K 0.00% $22.37
951 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 9,801.0 $207K 0.00% NEW $21.11 -16.6%
952 LYFT LYFT INC Technology 14,161.0 $207K 0.00% $14.61 +15.9%
953 WDS WOODSIDE ENERGY GROUP LTD Energy 10,701.0 $207K 0.00% NEW $19.32 +21.4%
954 NOV NOV INC Energy 11,139.0 $207K 0.00% NEW $18.55 +13.2%
955 ALK ALASKA AIR GROUP INC Industrials 3,952.0 $206K 0.00% NEW $52.20 -18.8%
956 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,647.0 $206K 0.00% NEW $77.87 -9.2%
957 IYF ISHARES TR 1,615.0 $206K 0.00% NEW $127.52 +7.6%
958 GRAB GRAB HOLDINGS LIMITED Technology 54,524.0 $206K 0.00% +11K +24.9% $3.77 -8.5%
959 ENTERGY CORP NEW 1,783.0 $205K 0.00% NEW $114.83
960 FLS FLOWSERVE CORP Industrials 2,758.0 $205K 0.00% -25.0 -0.9% $74.16 +6.2%
Page 48 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%