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Portfolio (Quarterly) Guide ↗

Encompass More Asset Management

· CIK 0002011218
13F Portfolio $687M AUM 283 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 87 New 107 Added 69 Reduced 55 Exited
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 6,057.0 $686K 0.10% +82.0 +1.4% $113.26 -8.4%
62 CLM CORNERSTONE STRATEGIC INVEST Financial Services 89,506.0 $677K 0.10% +9K +10.6% $7.56 -9.1%
63 GVAL CAMBRIA ETF TR 18,743.0 $675K 0.10% +10K +109.5% $36.02 +7.5%
64 JNJ JOHNSON & JOHNSON Healthcare 2,525.0 $641K 0.09% +340.0 +15.6% $254.04 +6.4%
65 XLU CALL SELECT SECTOR SPDR TR 13,800.0 $626K 0.09% +3K +26.6% $45.34 -5.7%
66 GOOG ALPHABET INC 1,724.0 $609K 0.09% +971.0 +128.9% $353.52
67 TMF DIREXION SHARES ETF TRUST 16,950.0 $603K 0.09% +2K +11.2% $35.55 -14.2%
68 IGLD FIRST TR EXCHANGE-TRADED FD 28,583.0 $602K 0.09% +5K +23.5% $21.06 +7.2%
69 MCD MCDONALDS CORP Consumer Cyclical 2,206.0 $596K 0.09% +106.0 +5.0% $270.38 +0.2%
70 SPYI NEOS ETF TRUST 10,207.0 $542K 0.08% +1K +16.3% $53.09 +0.7%
71 SYFI AB ACTIVE ETFS INC 15,133.0 $540K 0.08% +7K +88.3% $35.72 -0.1%
72 INNOVATOR ETFS TRUST 19,303.0 $522K 0.08% +6K +43.6% $27.04
73 RISR TIDAL TRUST I 14,299.0 $518K 0.07% +2K +16.9% $36.20 +1.8%
74 SLV PUT ISHARES SILVER TR Financial Services 9,000.0 $481K 0.07% +3K +50.0% $53.47 +17.3%
75 WABF FRANKLIN TEMPLETON ETF TR 18,999.0 $475K 0.07% +569.0 +3.1% $24.99 -2.0%
76 CAIE CALAMOS ETF TR 16,895.0 $460K 0.07% +2K +15.7% $27.21 -0.9%
77 DAL DELTA AIR LINES INC Industrials 4,906.0 $460K 0.07% +87.0 +1.8% $93.68 -12.0%
78 UJUL INNOVATOR ETFS TRUST 10,947.0 $446K 0.07% +2K +22.6% $40.77 +1.4%
79 UAPR INNOVATOR ETFS TRUST 12,318.0 $433K 0.06% +2K +25.0% $35.11 +1.6%
80 UOCT INNOVATOR ETFS TRUST 10,495.0 $431K 0.06% +2K +23.5% $41.11 +2.0%
Page 4 of 6  ·  107 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 59.1%
Technology 17.2%
Consumer Cyclical 8.7%
Communication Services 3.9%
Industrials 2.9%
Healthcare 2.7%
Energy 1.9%
Consumer Defensive 1.9%
Utilities 1.4%
Basic Materials 0.2%