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Portfolio (Quarterly) Guide ↗

Encompass More Asset Management

· CIK 0002011218
13F Portfolio $596.5B AUM 251 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 78 New 78 Added 74 Reduced 70 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC Healthcare 2,883.0 $402K 0.07% -23.0 -0.8% $139.38 -7.0%
42 DYFI ETF OPPORTUNITIES TRUST 17,485.0 $397K 0.07% -1K -6.0% $22.73 -0.2%
43 XDQQ INNOVATOR ETFS TRUST 10,462.0 $387K 0.07% -57K -84.5% $36.99 +9.2%
44 META META PLATFORMS INC Communication Services 668.0 $382K 0.06% -4K -84.3% $572.37 +7.3%
45 XOM EXXON MOBIL CORP Energy 2,248.0 $381K 0.06% -666.0 -22.9% $169.67 -6.9%
46 HD HOME DEPOT INC Consumer Cyclical 1,140.0 $375K 0.06% -17.0 -1.5% $328.80 -9.5%
47 CELH CELSIUS HLDGS INC Consumer Defensive 10,543.0 $374K 0.06% -15K -58.0% $35.48 -17.3%
48 CVX CHEVRON CORPORATION Energy 1,765.0 $365K 0.06% -44.0 -2.4% $206.91 -7.6%
49 VOO VANGUARD INDEX FDS 592.0 $354K 0.06% -113.0 -16.0% $598.01 +13.5%
50 AMD ADVANCED MICRO DEVICES INC Technology 1,719.0 $350K 0.06% -5K -74.3% $203.43 +106.9%
51 GDX VANECK ETF TRUST 3,714.0 $341K 0.06% -113K -96.8% $91.77 -5.1%
52 T AT&T INC Communication Services 11,559.0 $335K 0.06% -14K -55.3% $28.99 -17.1%
53 CAT CATERPILLAR INC Industrials 440.0 $312K 0.05% -310.0 -41.3% $708.70 +21.9%
54 KO COCA COLA CO Consumer Defensive 4,005.0 $305K 0.05% -291.0 -6.8% $76.05 +6.3%
55 XLC SELECT SECTOR SPDR TR 2,668.0 $296K 0.05% -27K -91.0% $110.87 +5.5%
56 IVV ISHARES TR 449.0 $293K 0.05% -6K -93.3% $653.33 +13.6%
57 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 25,272.0 $278K 0.05% -1K -4.0% $11.02 +0.6%
58 CTRA COTERRA ENERGY INC Energy 7,924.0 $278K 0.05% -678.0 -7.9% $35.14 -7.3%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 1,129.0 $274K 0.05% -48.0 -4.1% $242.31 -9.5%
60 TMAT NORTHERN LTS FD TR IV 11,299.0 $262K 0.04% -2K -13.9% $23.19 +18.0%
Page 3 of 4  ·  74 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
Financial Services 49.6%
Technology 21.4%
Consumer Cyclical 10.9%
Industrials 4.7%
Communication Services 4.3%
Healthcare 2.7%
Energy 2.1%
Consumer Defensive 2.0%
Utilities 1.8%
Basic Materials 0.4%