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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  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS DISNEY WALT CO Communication Services 11,979.0 $1.2M 0.19% +10K +406.3% $96.38 +9.4%
42 AER AERCAP HOLDINGS NV Industrials 7,018.0 $963K 0.16% +4K +153.7% $137.18 +1.9%
43 ROP ROPER TECHNOLOGIES INC Industrials 2,687.0 $951K 0.16% +2K +209.9% $353.86 -10.1%
44 INNOVATOR ETFS TRUST 33,507.0 $890K 0.15% +6K +20.0% $26.55
45 GIS GENERAL MILLS INC Consumer Defensive 22,172.0 $825K 0.14% +14K +164.1% $37.22 -11.0%
46 JEPI J P MORGAN EXCHANGE TRADED F 13,550.0 $768K 0.13% +322.0 +2.4% $56.68 -1.4%
47 OOSP SPINNAKER ETF SERIES 74,421.0 $750K 0.13% +26K +52.5% $10.08 +1.0%
48 PG PROCTER & GAMBLE CO Consumer Defensive 5,177.0 $748K 0.12% +791.0 +18.0% $144.43 -1.2%
49 WMT WALMART INC Consumer Defensive 5,975.0 $743K 0.12% +949.0 +18.9% $124.27 +6.6%
50 SMH VANECK ETF TRUST 1,778.0 $682K 0.11% +527.0 +42.1% $383.42 +45.1%
51 COP CONOCOPHILLIPS Energy 5,155.0 $680K 0.11% +35.0 +0.7% $132.00 -9.9%
52 JPM JPMORGAN CHASE & CO Financial Services 2,086.0 $614K 0.10% +76.0 +3.8% $294.17 +2.0%
53 XSVN BONDBLOXX ETF TRUST 12,303.0 $587K 0.10% +551.0 +4.7% $47.72 -2.1%
54 JNJ JOHNSON & JOHNSON Healthcare 2,185.0 $534K 0.09% +81.0 +3.9% $244.49 -5.6%
55 SHEL SHELL PLC Energy 5,430.0 $505K 0.09% +66.0 +1.2% $92.99 -9.1%
56 HSY HERSHEY CO Consumer Defensive 2,201.0 $458K 0.08% +48.0 +2.2% $207.89 -8.5%
57 RISR TIDAL TRUST I 12,230.0 $443K 0.07% +332.0 +2.8% $36.22 +1.0%
58 SPYI NEOS ETF TRUST 8,776.0 $433K 0.07% +594.0 +7.3% $49.37 +8.4%
59 OXY OCCIDENTAL PETE CORP Energy 6,248.0 $406K 0.07% +96.0 +1.6% $65.00 -12.5%
60 BAC BANK AMERICA CORP Financial Services 8,056.0 $393K 0.07% +681.0 +9.2% $48.75 +2.1%
Page 3 of 4  ·  78 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%