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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 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MPC MARATHON PETE CORP Energy 1,131.0 $289K 0.04% NEW $255.67 +41.1%
62 QFLR INNOVATOR ETFS TRUST 7,814.0 $285K 0.04% NEW $36.48 -3.6%
63 HAL HALLIBURTON CO Energy 8,347.0 $283K 0.04% NEW $33.95 +4.1%
64 SPUT INNOVATOR ETFS TRUST 9,812.0 $277K 0.04% NEW $28.23 +1.3%
65 XLF SELECT SECTOR SPDR TR 5,115.0 $274K 0.04% NEW $53.62 +7.2%
66 BKGI BNY MELLON ETF TRUST 5,838.0 $263K 0.04% NEW $44.97 -0.8%
67 SHY ISHARES TR 3,030.0 $249K 0.04% NEW $82.11 -0.1%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 256.0 $240K 0.04% NEW $935.77 +1.3%
69 PVAL PUTNAM ETF TRUST 4,677.0 $238K 0.04% NEW $50.95 +6.5%
70 VMI VALMONT INDS INC Industrials 411.0 $237K 0.04% NEW $577.65 -15.9%
71 DVN DEVON ENERGY CORP NEW Energy 5,720.0 $236K 0.03% NEW $41.32 +18.8%
72 DBMF LITMAN GREGORY FDS TR 7,468.0 $229K 0.03% NEW $30.61 +2.5%
73 CLOI VANECK ETF TRUST 4,316.0 $229K 0.03% NEW $52.95 -0.1%
74 EQIX EQUINIX INC Real Estate 216.0 $225K 0.03% NEW $1042.50 +2.2%
75 ARM ARM HOLDINGS PLC Technology 634.0 $225K 0.03% NEW $354.57 -31.4%
76 IAU ISHARES GOLD TR Financial Services 2,968.0 $224K 0.03% NEW $75.51 +14.9%
77 QCOM QUALCOMM INC Technology 1,142.0 $211K 0.03% NEW $184.79 -13.0%
78 INCE FRANKLIN TEMPLETON ETF TR 3,135.0 $209K 0.03% NEW $66.62 +4.1%
79 HEI HEICO CORP NEW Industrials 586.0 $209K 0.03% NEW $356.32 -0.4%
80 EFA CALL ISHARES TR 2,000.0 $208K 0.03% NEW $103.88 +4.2%
Page 4 of 5  ·  87 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%