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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AGOX STARBOARD INVT TR 5,982.0 $207K 0.03% NEW $34.66 -1.9%
82 PNC PNC FINL SVCS GROUP INC Financial Services 825.0 $203K 0.03% NEW $246.27 -1.3%
83 SOXL DIREXION SHARES ETF TRUST 761.0 $203K 0.03% NEW $266.71 -54.8%
84 XLF CALL SELECT SECTOR SPDR TR 1,100.0 $59K 0.01% NEW $53.61 +7.2%
85 XLV CALL SELECT SECTOR SPDR TR 300.0 $48K 0.01% NEW $158.66 +10.1%
86 XLY CALL SELECT SECTOR SPDR TR 300.0 $35K 0.01% NEW $117.28 +0.6%
87 EFA ISHARES TR 151.0 $16K 0.00% NEW $103.88 +4.2%
Page 5 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%