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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GOOGL CALL ALPHABET INC Communication Services 900 $259K 0.04% SOLD
42 LDUR PIMCO ETF TR 2,645 $253K 0.04% SOLD
43 AVSF AMERICAN CENTY ETF TR 5,394 $252K 0.04% SOLD
44 FCX FREEPORT MCMORAN INC Basic Materials 4,148 $244K 0.04% SOLD
45 RGLD ROYAL GOLD INC Basic Materials 928 $236K 0.04% SOLD
46 PSX PHILLIPS 66 Energy 1,294 $236K 0.04% SOLD
47 VZ VERIZON COMMUNICATIONS INC Communication Services 4,534 $228K 0.04% SOLD
48 RIO RIO TINTO PLC Basic Materials 2,242 $209K 0.04% SOLD
49 PEP PEPSICO INC Consumer Defensive 1,341 $208K 0.04% SOLD
50 USB US BANCORP Financial Services 4,001 $208K 0.04% SOLD
51 LST MANAGED PORTFOLIO SERIES 4,959 $201K 0.03% SOLD
52 NEWSMAX INC 37,997 $198K 0.03% SOLD
53 AAL AMERICAN AIRLINES GROUP INC Industrials 10,336 $111K 0.02% SOLD
54 OKLO PUT OKLO INC Utilities 600 $30K 0.01% SOLD
55 XLB CALL SELECT SECTOR SPDR TR 300 $15K 0.00% SOLD
Page 3 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%