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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 50 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SGMT SAGIMET BIOSCIENCES INC Healthcare 21,376.0 $165K 0.00% $7.73 +36.9%
982 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 85,955.0 $165K 0.00% $1.92 -18.2%
983 AES AES CORP Utilities 10,830.0 $159K 0.00% NEW $14.66 +0.5%
984 TKC TURKCELL ILETISIM Communication Services 25,478.0 $150K 0.00% +12K +90.8% $5.88 -8.2%
985 LPL LG DISPLAY CO LTD Technology 37,584.0 $146K 0.00% NEW $3.89 -15.2%
986 HLN HALEON PLC Healthcare 14,560.0 $136K 0.00% +2K +12.2% $9.33 +4.2%
987 JOBY JOBY AVIATION INC Industrials 15,180.0 $135K 0.00% $8.92 -14.2%
988 ADT ADT INC DEL Industrials 20,340.0 $132K 0.00% NEW $6.50 +11.1%
989 PGEN PRECIGEN INC Healthcare 22,717.0 $129K 0.00% $5.70 +18.4%
990 DNP DNP SELECT INCOME FD INC Financial Services 11,425.0 $123K 0.00% -5K -28.4% $10.79 +1.2%
991 MFG MIZUHO FINANCIAL GROUP INC Financial Services 12,665.0 $121K 0.00% NEW $9.58 +11.2%
992 FINV FINVOLUTION GROUP Financial Services 25,000.0 $120K 0.00% +5K +25.0% $4.79 -8.6%
993 DLTH DULUTH HLDGS INC Consumer Cyclical 26,663.0 $119K 0.00% NEW $4.48 -15.2%
994 TTRX TURN THERAPEUTICS INC Healthcare 16,000.0 $117K 0.00% $7.30 +36.8%
995 ATAIBECKLEY INC 17,917.0 $94K 0.00% +1K +6.4% $5.27
996 ICL ICL GROUP LTD Basic Materials 15,525.0 $77K 0.00% NEW $4.98 +8.6%
997 EDAP EDAP TMS S A Healthcare 13,500.0 $70K 0.00% $5.18 -0.6%
998 ABEV AMBEV SA Consumer Defensive 22,136.0 $70K 0.00% +2K +11.9% $3.14 -11.5%
999 SNAP SNAP INC Communication Services 13,472.0 $60K 0.00% -105.0 -0.8% $4.44 +15.1%
1000 ENIC ENEL CHILE SA Utilities 12,518.0 $56K 0.00% NEW $4.50 +0.4%
Page 50 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%