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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.3B AUM 891 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 343 Added 342 Reduced 62 Exited
Page 20 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FTSM FIRST TR EXCHANGE-TRADED FD 20,631.0 $1.2M 0.02% $59.78 +0.2%
382 T AT&T INC Communication Services 42,333.0 $1.2M 0.02% -7K -14.3% $28.99 -14.0%
383 IGM ISHARES TR 10,345.0 $1.2M 0.02% +556.0 +5.7% $118.51 +31.5%
384 GDX VANECK ETF TRUST 13,271.0 $1.2M 0.02% -1K -7.8% $91.77 -6.2%
385 PNR PENTAIR PLC Industrials 13,963.0 $1.2M 0.02% +483.0 +3.6% $87.11 -14.8%
386 LRCX LAM RESEARCH CORP Technology 5,681.0 $1.2M 0.02% +1K +27.9% $213.67 +41.5%
387 NSC NORFOLK SOUTHN CORP Industrials 4,217.0 $1.2M 0.02% -570.0 -11.9% $287.01 +8.5%
388 SPEM SPDR INDEX SHS FDS 25,756.0 $1.2M 0.02% -6K -18.0% $46.91 +8.9%
389 PHO INVESCO EXCHANGE TRADED FD T 18,004.0 $1.2M 0.02% $66.86 -2.9%
390 TFLO ISHARES TR 23,568.0 $1.2M 0.02% -22K -48.4% $50.63 -0.1%
391 PAYX PAYCHEX INC Industrials 12,818.0 $1.2M 0.02% -1K -9.7% $92.12 +2.3%
392 EXPAND ENERGY CORPORATION 10,680.0 $1.2M 0.02% -208.0 -1.9% $109.78
393 SLYV SPDR SERIES TRUST 12,217.0 $1.2M 0.02% $94.58 +8.3%
394 CCJ CAMECO CORP Energy 10,637.0 $1.2M 0.02% $108.61 -3.0%
395 HCA HCA HEALTHCARE INC Healthcare 2,437.0 $1.2M 0.02% -42.0 -1.7% $473.20 -17.0%
396 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,670.0 $1.2M 0.02% -2K -21.6% $203.20 +8.3%
397 PFM INVESCO EXCHANGE TRADED FD T 22,456.0 $1.1M 0.02% -278.0 -1.2% $51.09 +6.9%
398 MDT MEDTRONIC PLC Healthcare 13,156.0 $1.1M 0.02% -16K -55.1% $86.65 -9.8%
399 INTF ISHARES TR 29,187.0 $1.1M 0.02% NEW $38.96 +6.4%
400 XYL XYLEM INC Industrials 9,504.0 $1.1M 0.02% -247.0 -2.5% $119.50 -9.4%
Page 20 of 45  ·  891 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 30.6%
Financial Services 21.3%
Communication Services 10.3%
Consumer Cyclical 9.8%
Industrials 8.4%
Healthcare 6.8%
Consumer Defensive 5.8%
Energy 3.2%
Real Estate 1.4%
Basic Materials 1.4%