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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 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 SIVR ABRDN SILVER ETF TRUST Financial Services 83,075 $5.9M 1.00% SOLD
2 BTAL AGF INVTS TR 280,005 $3.9M 0.66% SOLD
3 XLB SELECT SECTOR SPDR TR 61,817 $3.1M 0.52% SOLD
4 CTA SIMPLIFY EXCHANGE TRADED FUN 96,301 $2.9M 0.49% SOLD
5 HEQT SIMPLIFY EXCHANGE TRADED FUN 90,511 $2.9M 0.48% SOLD
6 MTBA SIMPLIFY EXCHANGE TRADED FUN 46,489 $2.3M 0.39% SOLD
7 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 41,492 $1.9M 0.32% SOLD
8 OILK PROSHARES TR 34,840 $1.9M 0.32% SOLD
9 SJB PROSHARES TR 121,499 $1.9M 0.32% SOLD
10 PLTR PALANTIR TECHNOLOGIES INC Technology 11,020 $1.6M 0.27% SOLD
11 CRWD CROWDSTRIKE HLDGS INC Technology 3,925 $1.5M 0.26% SOLD
12 IONQ IONQ INC Technology 46,849 $1.4M 0.23% SOLD
13 SMR NUSCALE PWR CORP Utilities 117,112 $1.3M 0.21% SOLD
14 ZM ZOOM COMMUNICATIONS INC Technology 13,409 $1.1M 0.18% SOLD
15 JD JD.COM INC Consumer Cyclical 35,403 $1.0M 0.17% SOLD
16 NWSA NEWS CORP NEW Communication Services 39,615 $988K 0.17% SOLD
17 A AGILENT TECHNOLOGIES INC Healthcare 8,365 $953K 0.16% SOLD
18 ARCC ARES CAPITAL CORP Financial Services 52,055 $938K 0.16% SOLD
19 BCE BCE INC Communication Services 36,878 $931K 0.16% SOLD
20 PNR PENTAIR PLC Industrials 10,580 $922K 0.15% SOLD
Page 1 of 3  ·  55 positions
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%